Subject: Re: The hedge fund segment of brk
" Berkshire is a big position in cap weighted indexes which have been rising strongly, so it's tracking the market exactly as you'd expect. No mystery at all. There is no evidence whatsoever of a particular fondness for Berkshire shares this year, relative to anything else."

What? How much is brkb up YTD? How much are the top 10 in the spy up YTD? What about the other 490 stocks? Thanks.

. S&P 500 Component Year to Date Returns
# Company Symbol YTD Return
1 PALANTIR TECHNOLOGIES INC A PLTR 283.05%
2 VISTRA CORP VST 269.03%
3 NVIDIA CORP NVDA 186.71%
4 GE VERNOVA INC GEV 135.54%
5 AXON ENTERPRISE INC AXON 132.01%
6 TARGA RESOURCES CORP TRGP 125.67%
7 UNITED AIRLINES HOLDINGS INC UAL 120.96%
8 HOWMET AEROSPACE INC HWM 106.97%
9 FAIR ISAAC CORP FICO 94.24%
10 CONSTELLATION ENERGY CEG 91.87%
11 KKR + CO INC KKR 81.07%
12 ROYAL CARIBBEAN CRUISES LTD RCL 78.77%
13 NRG ENERGY INC NRG 78.32%
14 ORACLE CORP ORCL 74.28%
15 GODADDY INC CLASS A GDDY 72.31%
16 DELL TECHNOLOGIES C DELL 72.08%
17 SYNCHRONY FINANCIAL SYF 70.15%
18 NETFLIX INC NFLX 69.23%
19 TRANE TECHNOLOGIES PLC TT 67.07%
20 IRON MOUNTAIN INC IRM 64.16%