Macro: Commodity prices showed a mixed trend this week, with gold and silver declining by 2.26% and 1.65% respectively, while oil prices surged by 7.91%. This may indicate a shift in investor sentiment towards riskier assets.
Gold: -2.26%
Oil (WTI): +7.91%
Silver: -1.65%
Berkshire Hathaway did not report any changes in its positions. However, news articles indicate that Greg Abel has made significant investments, and the company's cash reserves have reached a record $380 billion. This may signal a strong financial position for the company.
Michael Saylor's Strategy has paused its weekly bitcoin purchases ahead of Q1 earnings release. No 13F filing was found for the entity.
BlackRock did not report any changes in its positions. However, news articles indicate that the company has trimmed its Lufthansa holding and has a significant stake in Ethereum.
Cathie Wood's ARK Invest did not report any changes in its positions. However, news articles indicate that the company has bought Alphabet, Meta, and chip stocks, and has sold AMD stock.
No 13F filing was found for Shopify. However, news articles indicate that Intact Investment Management Inc. has trimmed its stake in Shopify, while Strs Ohio has raised its stake.
Scion Asset Management did not report any changes in its positions. No relevant news articles were found.
Bridgewater Associates did not report any changes in its positions. However, news articles indicate that Ray Dalio has sold his stake in the company, and the company has increased its stake in Nvidia.
Duquesne Family Office did not report any changes in its positions. No relevant news articles were found.
Oaktree Capital Management did not report any changes in its positions. However, news articles indicate that the company has increased its stake in Core Scientific.
Ninepoint Partners did not report any changes in its positions. However, news articles indicate that the company has announced its final April 2026 cash distributions for the Ninepoint Cash Management Fund.