r/LeverageSharesEU

Public companies now hold more than 1.2M BTC worth around $100B, with governments controlling another 619K BTC.

Bitcoin adoption is no longer just retail-driven. Corporations, sovereigns, and institutions are shaping the market structure.

Strategy alone holds 818.3K BTC, while the U.S. government remains the largest sovereign holder.

📌 For those of you who want to see a detailed breakdown of this information, find the full data here.

Buffett’s portfolio, visualized.

Top 5 holdings drive the majority of Berkshire’s equity exposure with AAPL leading, alongside long-time pillars AXP and KO.

Concentration, patience, and conviction over decades.

Not all rallies are broad rallies.

The S&P 500 is up +8.2% in 2026, but beneath the surface the divergence has been extreme.

• 99 stocks are up more than 20%
• 100 stocks are trading within ±5%
• 63 stocks are down at least 20%

Some of the biggest movers so far:

• SanDisk +539.4%
• Intel +230.7%
• AMD +107.9%
• Palantir -24.0%

This has become a market of stock pickers rather than index followers.

📌 For those of you who want to see a detailed breakdown of this information, find the full data here.