GuruTrackHoldings radar

2002 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed8

Total value$1.61T

Stocks covered1734

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

Summary

2002 Q1 report: 8 tracked hedge-fund managers held 1734 stocks this quarter, a combined reported value of ~$1.61T. Most new buys: GXM, FLEX 0 05.08.20, MIRKQ. Most-held: VSTNQ, MIRKQ, G. From public SEC 13F filings, delayed up to ~45 days.

Most new buys this quarter

1

GXMMOTORS LIQUIDATION CO2 new

2

FLEX 0 05.08.20FLEX LTD2 new

3

MIRKQMIRANT CORP2 new

4

AMXAMERICA MOVIL-SPN ADR CL L2 new

5

JCI 0 02.12.21TYCO INTERNATIONAL FINAN2 new

6

GLW 0 11.08.15CORNING INC2 new

7

S 5.25 01.15.10NEXTEL COMMUNICATIONS2 new

8

WCOEQD WORLDCOM INC COM STK COMMON2 new

Most adds this quarter

1

MSFTMICROSOFT CORP3 added

2

PCSD SPRINT CORP (PCS GROUP) COMMON3 added

3

CANUYCOMPANIA ANONIMA NACIONL TEL SPON ADR D2 added

4

MRKMERCK & CO INC2 added

5

FDFederated Department Stores COMMON2 added

6

SGPD Schering-Plough Corp. COMMON2 added

7

ENZNENZON PHARMACEUTICALS INC2 added

8

HOTSTARWOOD HOTELS&RESORTS2 added

Most trims / exits this quarter

1

VSTNQVISTEON CORP3 trimmed

2

SDESPRINT NEXTEL CORP2 trimmed

3

TMXTELEFONOS DE MEXICO S A SPON ADR ORD2 trimmed

4

CHUCHINA UNICOM HONG KONG-ADR2 trimmed

5

ARBAARIBA INC2 trimmed

6

TQNTTRIQUINT SEMICONDUCTOR INC2 trimmed

7

KOFCOCA-COLA FEMSA SAB-SP ADR2 trimmed

8

FEFIRSTENERGY CORP2 trimmed

Most-held

1

VSTNQVISTEON CORP4 holders

2

MIRKQMIRANT CORP3 holders

3

GGILLETTE CO3 holders

4

GAPGAP INC/THE3 holders

5

FNMAFANNIE MAE3 holders

6

POGPATINA OIL & GAS CORP3 holders

7

MSFTMICROSOFT CORP3 holders

8

WCOEQD WORLDCOM INC COM STK COMMON3 holders

9

EMCE M C CORP MASS3 holders

10

TXNTEXAS INSTRUMENTS INC3 holders

Hot sectors this quarter

Semiconductors3 holders AI & Compute3 holders Jensen Huang · NVIDIA AI Ecosystem3 holders Sam Altman · OpenAI Ecosystem3 holders Advanced Packaging3 holders Tim Cook · Apple Supply Chain3 holders HBM3 holders Cloud & SaaS3 holders Data Center3 holders Warren Buffett · Berkshire2 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.