Yahoo Finance | EN590 Commodities
EN590 Commodities GroupMarket Analysis 2026-08-24T19:13:00+00:00
13F season produces a lot of noise. Every quarter, the same headlines about what Buffett bought, what Ackman sold, what Tepper is thinking. Most of it doesn't mean much. But occasionally two managers who should not agree on anything turn up in the same place at the same time. That happened in Q2. Cathie Wood and Stanley Druckenmiller both bought Amazon and Alphabet. Wood manages long-duration disruptive growth funds. Druckenmiller runs concentrated macro bets and moves fast when he changes his mind. They are not supposed to like the same things. They did. Druckenmiller's move on Amazon is the one that stands out. A 1,083% increase is not a toe dip. Duquesne ended Q2 with 541,600 shares worth roughly $129 million. Wood's ARK was quieter about it but still raised its stake 18%, finishing at
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.