Alpha Digest

Week of 2026-05-04 to 2026-05-11

Macro: This week saw significant movements in commodity prices, with gold rising 4.11%, silver surging 14.44%, and oil (WTI) dropping 8.40%. These changes may reflect broader economic trends and investor sentiment, potentially influencing investment decisions across various asset classes.
Gold: +4.11% Oil (WTI): -8.40% Silver: +14.44%
Berkshire Hathaway Investment Company
Berkshire Hathaway did not report any changes in its positions this week. No public context was found this week to suggest why this might have happened. This lack of change might signal stability in their investment strategy.
Michael Saylor / Strategy Investment Entity
Michael Saylor / Strategy had no 13F filing found. However, related news indicates potential buying and selling of bitcoin, with no clear indication of why this happened. This activity might signal ongoing interest in cryptocurrency.
BlackRock Investment Company
BlackRock did not report any changes in its positions this week. No public context was found this week to suggest why this might have happened. This lack of change might signal stability in their investment strategy.
Cathie Wood / ARK Invest Investment Company
Cathie Wood / ARK Invest did not report any changes in its positions this week. Related news indicates ongoing interest in various stocks and AI, with no clear indication of why this happened. This activity might signal ongoing interest in innovative technologies.
Shopify Company
Shopify had no 13F filing found. Related news indicates interest from investors like Cathie Wood, with no clear indication of why this happened. This interest might signal confidence in e-commerce.
Scion Asset Management Investment Company
Scion Asset Management did not report any changes in its positions this week. No public context was found this week to suggest why this might have happened. This lack of change might signal stability in their investment strategy.
Bridgewater Associates Investment Company
Bridgewater Associates did not report any changes in its positions this week. No public context was found this week to suggest why this might have happened. This lack of change might signal stability in their investment strategy.
Duquesne Family Office Investment Entity
Duquesne Family Office did not report any changes in its positions this week. Related news discusses AI's impact on boardrooms, with no clear indication of why this happened. This interest might signal ongoing adaptation to technological changes.
Oaktree Capital Management Investment Company
Oaktree Capital Management did not report any changes in its positions this week. Related news indicates various activities, including a potential acquisition and investment reshuffling, with no clear indication of why this happened. This activity might signal ongoing strategic adjustments.
Ninepoint Partners Investment Company
Ninepoint Partners did not report any changes in its positions this week. Related news indicates migration of ETF series and a partnership for AI deployments, with no clear indication of why this happened. This activity might signal ongoing strategic adjustments and interest in innovative technologies.