portfolio

Berkshire Hathaway submitted its 13F holdings report for the second quarter of 2026 to the U.S. SEC. The data shows that in the second quarter after Warren Buffett stepped down, the company's investment portfolio underwent significant adjustments, with a large purchase of Google’s parent company Alphabet, while reducing positions in the financial and consumer sectors.As of June 30, 2026, the total market value of Berkshire's stock holdings rose to $29.9 billion, up from $26.3 billion in the previous quarter. In the second quarter, the company added one new position, increased holdings in seven stocks, reduced holdings in six stocks, and completely sold out of one target, with the top ten holdings accounting for as much as 88.74%.Among them, Alphabet became the biggest highlight. In the second quarter, Berkshire cumulatively increased its holdings of Alphabet Class A and Class C shares by approximately 48.1 million shares, with the new holdings valued at over $17 billion, pushing Google to replace Bank of America as Berkshire's fourth-largest holding. Currently, its top five holdings are Apple, American Express, Coca-Cola, Alphabet, and Bank of America. In addition to Google, Berkshire also slightly increased its holdings in Delta Air Lines, Lennar, and Macy's. The increase in Delta Air Lines has attracted attention, as the market believes this move may reflect the company's optimism about the recovery of air travel demand and improvement in corporate operations.On the reduction side, Berkshire focused on cutting positions in the financial and consumer sectors in the second quarter. Among them, Bank of America saw a reduction of about 30.2 million shares, with the holding ratio decreasing by 5.89%, corresponding to a market value of about $1.72 billion, making it the largest reduction target; First Capital Financial reduced about 4.2 million shares, with the holding ratio decreasing by about 58%; at the same time, it reduced about 11 million shares of Kroger, with the holding size decreasing by about 22%.The market believes that Berkshire ended a streak of 14 consecutive quarters of net stock selling in the second quarter and net bought nearly $20 billion in stocks, indicating that the new leader Greg Abel is pushing the portfolio towards a technology growth direction, marking a shift in asset allocation in the "post-Buffett era."

According to Decrypt, the decentralized finance platform Ether.fi announced that its self-custody application has added tokenized stock, metal, and cryptocurrency trading, and supports collateralized lending with multiple holdings. Users can lend assets and borrow against collateralized portfolios through the Aave integrated market based on Optimism, allowing them to transfer or spend borrowed funds without selling their holdings.Ether.fi stated that fiat accounts support global deposits and withdrawals, covering over 30 currencies and payment methods, but tokenized stock and metal trading is not open to users in the United States and some other markets. Fiat accounts are only available to users who have completed payment card identity verification, and the speed of deposits and withdrawals varies.Ether.fi will also launch ETHFI automatic buybacks and provide 3% cash back for card spending. Ether.fi founder and CEO Mike Silagadze stated that initially, it will support Ethereum, Bitcoin, Hyperliquid, ETHFI, and some tokenized stocks and gold, with plans to add more collateral assets in the future.

According to official news, the fintech and asset tokenization company Anchored Finance announced the launch of three tokenized funds, with underlying strategies involving funds from asset management institutions such as Point72, Millennium, D. E. Shaw, and BlackRock.The first batch of products includes the Anchored Diversified Hedge Fund (aDHF), Anchored Liquid Strategy Fund (aLSF), and Anchored AI Strategy Fund (aAIF), providing on-chain alternative asset allocation channels for qualified investors.Anchored Finance stated that this is the first time such traditional hedge fund portfolios have been introduced on-chain in the form of tokenized funds.

According to Bitcoin Magazine, Bridgewater Associates founder Ray Dalio stated that Bitcoin only accounts for 1% of his portfolio, and he still prefers gold. In a podcast on Thursday, Dalio described Bitcoin as a currency that cannot be printed infinitely, but it faces technological threats such as quantum computing and may be subject to government monitoring and taxation.Dalio had previously stated that he would not invest in Bitcoin, and although he now admits to holding some, he still insists that gold is the better choice, stating in the program, "I prefer gold." Last year, Dalio also acknowledged that Bitcoin only makes up 1% of his investment portfolio.

Circle announced the acquisition of IBM's blockchain patent portfolio, which includes over 680 patent families and nearly 1000 granted patents, covering areas such as underlying blockchain technology, banking, financial services, insurance, enterprise infrastructure, supply chain verification, and secure cloud operations.After this acquisition, Circle stated that it has become a leading company in the United States for blockchain patent holdings and will further support USDC, Circle Payments Network, Arc, and other on-chain financial products and infrastructure development. Both parties also expressed their intention to explore more business cooperation opportunities in the future.

According to Fortune, the Trump administration has invested approximately $26.7 billion in about 30 equity or quasi-equity transactions. The largest investment is a 9.9% stake in chip manufacturer Intel, currently valued at around $42 billion. Others include a $400 million investment in rare earth miner MP Materials, the "golden shares" retained when U.S. Steel was acquired by Japan's Nippon Steel, and multiple stakes in several quantum computing companies.The report states that these holdings are spread across at least four agencies: the Department of Commerce (17 transactions), the Department of Defense (7 transactions), the U.S. International Development Finance Corporation (DFC, 6 transactions), and the Department of Energy (2 transactions). Only the DFC has a clear statutory authority for equity investments (established by Congress in 2018 for overseas development projects).Currently, there is no unified public ledger of government holdings, with the most comprehensive public tracking maintained by the Council on Foreign Relations. Some transactions are only at the stage of signing agreements or nearing term sheets, especially the 9 quantum computing-related transactions announced by the Department of Commerce within a week.

According to CoinDesk, Thomas Sy, head of multi-asset solutions at New York Life Investment Management (NYLIM), stated that the core application of the next phase of tokenization will be to achieve "personalized portfolio construction," rather than merely enhancing settlement efficiency or extending trading hours.NYLIM manages approximately $807 billion, with about $11 billion overseen by Sy's team. He pointed out that blockchain technology is expected to enable asset management institutions to customize complex portfolio strategies for different investors on a large scale, a capability that is currently difficult to achieve within the traditional financial system.Sy indicated that the core of asset management will shift towards "highly customized" solutions in the future, and blockchain is the only technological path that can achieve this goal at scale. He believes that tokenization is not just about putting ETFs, bonds, or private credit on-chain, but more importantly, about reconstructing the way portfolios are built.He also noted that current asset portfolios typically involve a mixed allocation of ETFs, bonds, and private assets, but due to operational complexities, personalized strategies are difficult to scale. Tokenization is expected to "embed customization logic into the assets themselves," reducing operational costs and enhancing efficiency.In addition, Sy stated that stablecoins have become a key entry point for traditional finance to enter the blockchain space, with the current scale of stablecoins exceeding $300 billion, being used for cross-border payments and fund management. He believes this trend will gradually drive institutional demand for on-chain income-generating assets.In the area of decentralized finance (DeFi), NYLIM is still researching related applications, but Sy emphasized that institutional participation still requires more mature infrastructure, including the improvement of tokenized collateral, clearing mechanisms, and the prime brokerage service system.

The Italian fintech company Hodli has been authorized by the Bank of Italy to become the first licensed crypto asset portfolio management institution in the country under the EU's Markets in Crypto-Assets Regulation (MiCA). It is reported that this authorization allows Hodli to break through the traditional limitations of single custody services and directly provide clients with active crypto asset portfolio management services.

According to the official website of the U.S. Commodity Futures Trading Commission (CFTC), the CFTC and the U.S. Securities and Exchange Commission (SEC) jointly issued a document seeking public comments on further coordination of the regulatory framework for portfolio margin and cross-margin for securities, security-based swaps, futures, swaps, and related positions. The two agencies aim to enhance risk management efficiency, reduce unnecessary market fragmentation, and strengthen customer protection through unified or strengthened coordination.The key points for public comment include existing portfolio margin models and practices, customer protection, cross-margining and inter-product offsets, capital and margin and collateral handling, clearinghouse and clearing organization arrangements, as well as technology and operational implementation, with a comment period of 60 days after the document is published in the Federal Register.

According to Cointelegraph, Hyperliquid's portfolio margin feature has entered the Beta testing phase and increased limits. Users with account values below $25 million can use BTC and HYPE as collateral to trade perpetual contracts, spot markets, and outcome markets.

According to CoinDesk, Mexican billionaire Ricardo Salinas Pliego stated that about 70% of his investment portfolio is allocated to Bitcoin. He believes that compared to real estate, Bitcoin is more suitable as a long-term store of value asset.

According to CoinDesk, Mexican billionaire Ricardo Salinas Pliego has allocated 70% of his investment portfolio to Bitcoin, stating that Bitcoin far surpasses real estate. He has convinced his wife to mortgage their property to buy Bitcoin and suggested that the public convert a portion of their home equity into Bitcoin. Salinas stated that the price of Bitcoin will reach $1 million, but he is uncertain about the timing.

According to Gate market data, US stocks experienced significant volatility today. The index opened higher, then faced selling during the midday session, and recovered some losses near the close. Most major indices closed lower, with the Nasdaq index down about 1% and the S&P 500 index slightly down 0.26%. Chip stocks were hit hard, with the Philadelphia Semiconductor Index closing down 1.9%. Many investors may be moving funds out of stocks that have risen significantly this year to free up cash for the highly anticipated SpaceX IPO this week.

According to PRNewswire, the publicly listed company Eightco Holdings Inc. announced its latest asset structure as of May 27, 2026, with a total holding size of approximately $374 million. The assets include: approximately $90 million in indirect equity of OpenAI (held through SPV), $18 million in equity of Beast Industries, approximately $144 million in cash and stablecoins, as well as 11,068 Ethereum and approximately 283 million Worldcoin (WLD), and also includes an investment of about $1 million in Mythical Games.Eightco stated that the future portfolio will cover core assets in AI and the digital economy, emphasizing strategic exposure to private tech companies such as OpenAI and Beast Industries.

According to official news, YZi Labs announced the launch of the recruitment platform YZi Talent, integrating open positions in Web3, AI, and biotechnology from its portfolio.The first batch of positions includes Backend Chief Engineer at predict.fun, Frontend Staff Engineer, and Founding Business Leader at AgriDynamics Robotics, with more companies set to join in succession.

According to CoinDesk, Mark Connors, Chief Investment Officer of Risk Dimensions and former Head of Global Portfolio Management at Credit Suisse, stated that Bitcoin's previous underperformance against the S&P 500 index, which lasted for 142 days, ended in early May, marking the longest duration in history. It has now entered a new phase of outperformance.

According to The Cryptonomist, Grayscale rebalanced two of its crypto funds after reviewing the first quarter of 2026. Among them, the DeFi fund added Ethena (ENA), giving it a weight of 13.59%, making it the fourth largest holding in the fund. The previous holding, Aerodrome Finance, has been removed. The current top four holdings in the fund are: Uniswap (35.22%), Aave (21.36%), Ondo (19.83%), Ethena (13.59%).The other Smart Contract fund did not introduce new assets but adjusted the proportions of its internal holdings. Ethereum remains the largest holding (30.14%), followed by Solana (29.69%) and Cardano (17.96%).

According to Cointelegraph, research by Fidelity Digital Assets shows that over the past 10 years, a traditional 60/40 portfolio with only 3% BTC allocation saw its annualized return increase from 9.4% to 14.6%.

Colombia's largest pension management institution, Porvenir, has launched a crypto investment portfolio that allows members to gain indirect exposure to Bitcoin prices by investing in BlackRock's Bitcoin ETF, IBIT.The minimum investment for this product is 100,000 Colombian pesos (approximately $25), aimed at savers aged 18 to 45, and is only available for the voluntary pension system, requiring a personalized risk assessment consultation.

Arkham stated that trader Murad's portfolio has rebounded to about $12 million, up approximately 50% from the previous low of $7.8 million, but still down about 82% from the historical peak. During this period, Murad did not sell his holdings in SPX and other meme coins.