Macquarie: Reducing holdings in Bitcoin ETF, betting on stablecoin leader Circle

By: rootdata|2026/05/22 04:45:01
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Zgodnie z formularzem 13F złożonym przez Macquarie Group Ltd w połowie maja, porównując dwa okresy kończące się 31 grudnia 2025 r. i 31 marca 2026 r., jej udziały w IBIT spadły z 5,126 mln akcji do 4,139 mln akcji, co stanowi redukcję o około 19,3%, odpowiadającą spadkowi wartości aktywów z około 255 mln USD do 159 mln USD; udziały w ETHA również spadły z 3,634 mln akcji do 3,289 mln akcji, co stanowi redukcję o około 9,5%, przy czym odpowiadająca im wartość aktywów spadła z około 81,5 mln USD do 52,1 mln USD.

Jednocześnie w sektorze spółek kryptowalutowych Macquarie Group zmniejszyła swoją pozycję w Coinbase o 19%, ale zwiększyła zaangażowanie w Circle o 188% (wyceniane na 2,326 mln USD na koniec pierwszego kwartału), a także dodała pozycję w BitMine (wycenianą na 4,153 mln USD na koniec pierwszego kwartału). W przeciwieństwie do tego, firma nie wykazała również agresywnego wzrostu w sektorze AI, utrzymując raczej ostrożne ogólne stanowisko, przy czym pozycje w Nvidia, Palantir, AMD i innych znacząco spadły, podczas gdy tylko kilka spółek półprzewodnikowych, takich jak Micron Technology, odnotowało niewielkie wzrosty.

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