Macro: Commodities saw broad gains this week, led by a significant 6.44% increase in gold prices and a 4.22% rise in silver, while oil experienced a modest 0.72% uptick.
Gold: +6.44%
Oil (WTI): +0.72%
Silver: +4.22%
The entity's 13F baseline was established this week with 89 positions. No position changes were reported as this is the initial filing.
The entity has paused Bitcoin purchases following a $334 million capital raise. The company also sold stock to repurchase preferred shares, with no 13F filing found.
The firm initiated a new position in National Health Investors, Inc. and maintains a positive long-term outlook on Bitcoin. The 13F baseline was established with 48,161 positions.
The firm recently purchased shares of Nvidia and Broadcom during a market sell-off and launched a new ETF. The 13F baseline was established with 11 positions.
No 13F filing was found for this entity. Recent news focused on analyst commentary regarding the company's competitive moat in agentic commerce.
The entity had no activity reported this week.
The firm significantly increased its stake in SHEL while divesting from Nvidia, Apple, and Amazon. The 13F baseline was established with 997 positions.
The firm sold positions in Micron and Intel while increasing its stake in an AI chip company and disclosing a new position in PURR. The 13F baseline was established with 95 positions.
The firm disclosed a 5.5 million share position in Mayfair Gold. The 13F baseline was established with 145 positions.
The firm initiated new positions in Evergy Inc., Guardant Health, and Fastenal Company. The 13F baseline was established with 149 positions.