GuruTrackHoldings radar

2001 Q4 report

What hedge-fund gurus bought and sold this quarter

Managers filed9

Total value$2.09T

Stocks covered1865

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Summary

2001 Q4 report: 9 tracked hedge-fund managers held 1865 stocks this quarter, a combined reported value of ~$2.09T. Most new buys: FE, OSIS, ELPXXXX. Most-held: VSTNQ, MSFT, FE. From public SEC 13F filings, delayed up to ~45 days.

Most new buys this quarter

1

FEFIRSTENERGY CORP3 new

2

OSISOSI SYSTEMS INC2 new

3

ELPXXXXCOMPANHIA PARANAENSE ENERG C2 new

4

GSFGlobalsantafe Corp COMMON2 new

5

AETAETNA INC NEW2 new

6

FLFOOT LOCKER INC2 new

7

SCMRSYCAMORE NETWORKS INC2 new

8

DLPDELTA & PINE LD CO2 new

Most adds this quarter

1

DISHD Echostar Communications COMMON2 added

2

CHUCHINA UNICOM HONG KONG-ADR2 added

3

TROTELE CENTRO OESTE CELULAR S SPON ADR2 added

4

LULUCENT TECHNOLOGIES INC2 added

5

MGAMAGNA INTERNATIONAL INC2 added

6

APAXXXXAPACHE CORP2 added

7

MBGD Mandalay Resort Group COMMON2 added

8

MCKMCKESSON CORP2 added

Most trims / exits this quarter

1

VIABViacom Inc.- Cl B COMMON3 trimmed

2

AESAES CORP3 trimmed

3

CVCCABLEVISION SYSTEMS-NY GRP-A3 trimmed

4

SANMSANMINA CORP3 trimmed

5

NVLSNOVELLUS SYS INC3 trimmed

6

LIZLIZ CLAIBORNE INC3 trimmed

7

ERJEMBRAER-EMPRESA BRASILEIRA DE SP ADR PFD2 trimmed

8

CCUClear Channel Communications COMMON2 trimmed

Most-held

1

VSTNQVISTEON CORP4 holders

2

MSFTMICROSOFT CORP4 holders

3

FEFIRSTENERGY CORP4 holders

4

DISHD Echostar Communications COMMON3 holders

5

NOKNOKIA CORP-SPON ADR3 holders

6

SBCD SBC Communications COMMON3 holders

7

CANUYCOMPANIA ANONIMA NACIONL TEL SPON ADR D3 holders

8

EDSECHOSTAR COMMUNICATIONS ELECTRONIC DATA SYS NEW3 holders

9

IBMINTL BUSINESS MACHINES CORP3 holders

10

XLNXXILINX INC3 holders

Hot sectors this quarter

AI & Compute4 holders Sam Altman · OpenAI Ecosystem4 holders Cloud & SaaS4 holders Jensen Huang · NVIDIA AI Ecosystem3 holders Semiconductors3 holders Tim Cook · Apple Supply Chain3 holders Quantum Computing3 holders Cybersecurity3 holders Warren Buffett · Berkshire3 holders High Dividend3 holders

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.