Research Notes · Theme

Institutional

Kresmion Research notes on institutional. Independent, source-attributed, information-only.

• June 22, 2026
  Berkshire Tripled Its Alphabet Stake in Greg Abel's First Quarter. Warren Buffett Spent Years Calling It One of His Mistakes.
• June 21, 2026
  Bridgewater and Appaloosa Both Roughly Doubled Their Amazon Stakes Last Quarter. Most of Their Peers Were Cutting.
• June 19, 2026
  Applied Materials Is Up 75% This Year. Five Insiders, Including the CEO and CTO, Just Sold $29.6 Million.
• June 16, 2026
  Five Funds Opened New Meta Positions in Q1. Five Others Trimmed Theirs.
• June 14, 2026
  Six Funds Added to Broadcom in Q1. D. E. Shaw's Stake Jumped 127% to $2 Billion.
• June 12, 2026
  Oracle Booked $638 Billion of AI Demand. The Stock Fell 8.5% the Next Day.
• June 10, 2026
  Bitcoin ETFs Shed $3.4 Billion in Twelve Sessions. Futures Traders Are Still Crowded Long.
• June 4, 2026
  Viking Global Put $1.9 Billion Into Visa in Q1. Not Every Fund Agreed.
• June 3, 2026
  The Big Funds Were Buying Alphabet in Q1. This Week, Berkshire Added $10 Billion.
• June 2, 2026
  Nvidia's $2 Billion Tell: The AI Trade Reaches the Optical Layer