Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
This reflects a shift from Buffett’s long‑time “buy and hold” style. Abel seems focused on cutting lower‑conviction names and putting more money into areas where he sees stronger long‑term value.
Overall, the value of the 13F stock portfolio fell from $274.2 billion to $263.1 billion, and the number of stock positions dropped from 42 to 29.
A Big Bet on Alphabet
One big move in the filing is Berkshire’s much larger stake in Alphabet (GOOGL). Abel more than tripled the holding, turning it into a major $23 billion position. The move shows Abel’s strong belief in Alphabet’s long‑term strength in search, cloud, and AI markets.
