Quick Read – Greg Abel built Berkshire Hathaway (BRK-B) into a top-5 stake in Alphabet (GOOGL), breaking Buffett’s decades-long technology avoidance. – Alphabet generated $109.90B in Q1 2026 revenue (+22% YoY) with Google Cloud growing 63% and a $460B backlog, trading at a 17x…
ailing P/E with 36% ROE. – Abel’s move signals Berkshire will pursue higher-growth technology compounders going forward, reshaping the portfolio’s philosophy and risk tolerance. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Berkshire Hathaway wasn’t one of them. Get them here FREE
Warren Buffett spent six decades insisting that big technology sat outside his circle of competence. Apple was the celebrated exception, a consumer staples bet dressed in silicon. Everything else, from Microsoft to Amazon to Google, he watched from the sidelines.
That posture defined Berkshire’s culture, its risk discipline, and its appeal to retirement-focused shareholders who wanted compounding without the boom-bust cycles of Silicon Valley. That era has now closed. According to recently reported Q1 2026 13F filings, Berkshire Hathaway under new CEO Greg Abel sold roughly 16 positions and aggressively built a stake in Alphabet that is now reportedly a top-5 holding.