Macro: Gold and silver rose sharply (+3.33% and +7.23%, respectively), while oil (WTI) fell -3.04% this week, suggesting mixed commodity sentiment with strength in precious metals.
Gold: +3.33%
Oil (WTI): -3.04%
Silver: +7.23%
No changes in positions were reported in the latest 13F filing. News reports highlight Berkshire’s existing $41 billion stake in Alphabet, but this reflects prior activity, not a change this week.
Strategy sold approximately $216 million of Bitcoin this week as part of an overhaul led by Michael Saylor. No public context found for the 13F filing.
No changes in positions were reported in the latest 13F filing. News notes BlackRock trimmed its Endeavour Mining stake to 13.11% voting rights, but this is not reflected in the 13F data provided.
No changes in positions were reported in the latest 13F filing. News reports indicate ARK bought more Coinbase, Circle, and Bullish shares while cutting Alibaba and Baidu, but these trades are not reflected in the 13F data provided.
No 13F filing found for Shopify this week.
No changes in positions were reported in the latest 13F filing.
No changes in positions were reported in the latest 13F filing. News notes Bridgewater exited Salesforce and cut its PayPal stake in Q1, but this is not reflected in the current filing.
No changes in positions were reported in the latest 13F filing.
No changes in positions were reported in the latest 13F filing.
No changes in positions were reported in the latest 13F filing.