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