Alpha Digest

Week of 2026-03-30 to 2026-04-06

Macro: Commodity prices saw significant increases this week, with gold rising 3.64%, oil (WTI) rising 7.66%, and silver rising 3.81%. This could indicate a shift in investor sentiment towards commodities, potentially driven by inflation concerns or geopolitical events.
Gold: +3.64% Oil (WTI): +7.66% Silver: +3.81%
Berkshire Hathaway Investment Company
Berkshire Hathaway did not make any changes to its positions this week. The company has been in the news for its strategy and investments, with Warren Buffett mentioning a 'tiny' new buy. This might signal that the company is still actively looking for investment opportunities.
Michael Saylor / Strategy Investment Entity
Michael Saylor's Strategy did not file a 13F this week. However, the entity has been in the news for its Bitcoin buys, with a recent pause and then a continuation of purchases. This might signal that the entity is still interested in investing in Bitcoin.
BlackRock Investment Company
BlackRock did not make any changes to its positions this week. The company has been in the news for its market commentary and brand image. This might signal that the company is maintaining its current investment strategy.
Cathie Wood / ARK Invest Investment Company
Cathie Wood's ARK Invest did not make any changes to its positions this week. The company has been in the news for its investments in AI companies and tech stocks. This might signal that the company is still interested in investing in innovative technologies.
Shopify E-commerce Company
Shopify did not file a 13F this week. However, the company has been in the news for its success stories and new AI commerce tools. This might signal that the company is still growing and innovating in the e-commerce space.
Scion Asset Management Investment Company
Scion Asset Management did not make any changes to its positions this week. The company has been in the news for its investments in various assets, but no specific news was found this week.
Bridgewater Associates Investment Company
Bridgewater Associates did not make any changes to its positions this week. The company has no related news this week.
Duquesne Family Office Investment Company
Duquesne Family Office did not make any changes to its positions this week. The company has been in the news for various topics, but no specific news was found related to its investments.
Oaktree Capital Management Investment Company
Oaktree Capital Management did not make any changes to its positions this week. The company has been in the news for its views on AI data centers and energy markets. This might signal that the company is interested in investing in these areas.
Ninepoint Partners Investment Company
Ninepoint Partners did not make any changes to its positions this week. The company has no related news this week.