Macro: Commodity prices showed mixed results this week, with gold and silver increasing by 1.88% and 2.33% respectively, while oil prices decreased by 7.45%. This volatility in commodity prices may have implications for various sectors and investments.
Gold: +1.88%
Oil (WTI): -7.45%
Silver: +2.33%
Berkshire Hathaway did not report any changes in its positions. However, news headlines indicate that Berkshire sold $272.3 billion of yen bonds and that its holdings in American Express and Visa face declines in 2026. This might signal a shift in Berkshire's investment strategy, but no direct changes were reported in its 13F filing.
Michael Saylor's Strategy had no 13F filing found, but news reports indicate that it bought $330 million and $2 billion worth of bitcoin. This might signal a significant investment in cryptocurrency, but without a 13F filing, the exact details of the holdings are not available.
BlackRock did not report any changes in its positions. However, news headlines indicate that BlackRock bought $600 million in bitcoin. This might signal an increased interest in cryptocurrency investments, but no direct changes were reported in its 13F filing.
Cathie Wood's ARK Invest did not report any changes in its positions. However, news headlines indicate that ARK boosts its bets on Palantir, Tesla, and Roninhood, while cutting semiconductor exposure. This might signal a shift in ARK's investment strategy, but no direct changes were reported in its 13F filing.
Shopify had no 13F filing found, but news reports indicate that Robeco Institutional Asset Management has a $94.76 million stake in Shopify. This might signal interest in e-commerce investments, but without a 13F filing, the exact details of the holdings are not available.
Scion Asset Management did not report any changes in its positions. No relevant news headlines were found to provide context for this entity.
Bridgewater Associates did not report any changes in its positions. No relevant news headlines were found to provide context for this entity.
Duquesne Family Office did not report any changes in its positions. However, news headlines indicate unrelated events such as the performance of 'The Super Mario Galaxy Movie' and OpenAI's new London office. These events do not provide direct insight into Duquesne's investment activities.
Oaktree Capital Management did not report any changes in its positions. News headlines indicate unrelated events such as Capital Group buying a tower for $210 million and Micron stock performance. These events do not provide direct insight into Oaktree's investment activities.
Ninepoint Partners did not report any changes in its positions. However, news headlines indicate that Ninepoint Partners is launching an expanded suite of single-stock ETFs. This might signal an expansion of its investment offerings, but no direct changes were reported in its 13F filing.