Greg Abel concentrates 63% of Berkshire's $355B portfolio in 5 stocks

$20 billion bet: Where is Warren Buffett's successor spending Berkshire's cash pile after 14 quarters?

Berkshire bought $20 billion in net equities Q2 under new CEO Greg Abel, ending 14 quarters of selling; Alphabet jumped to 8.8% of the portfolio. The shift reflects Abel's pivot from cash hoarding to AI and cloud infrastructure bets—a signal that mega-cap capital is flowing into core tech stack decisions.