GuruTrackHoldings radar

2002 Q3 report

What hedge-fund gurus bought and sold this quarter

Managers filed8

Total value$310.62B

Stocks covered1711

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

Summary

2002 Q3 report: 8 tracked hedge-fund managers held 1711 stocks this quarter, a combined reported value of ~$310.62B. Most new buys: **********, AGIL, EYE. Most-held: PLCM, SCMR, MCO. From public SEC 13F filings, delayed up to ~45 days.

Most new buys this quarter

1

**********NEOWARE INC3 new

2

AGILAGILE SOFTWARE CORP DEL2 new

3

EYEADVANCED MEDICAL OPTICS2 new

4

QLGCQLOGIC CORP2 new

5

LLIBERTY MEDIA CORP-A2 new

6

ORCLORACLE CORP2 new

7

SYMCSYMANTEC CORP2 new

8

OVTIOMNIVISION TECHNOLOGIES INC2 new

Most adds this quarter

1

FMKTFREEMARKETS INC3 added

2

CSCOCISCO SYSTEMS INC3 added

3

SCMRSYCAMORE NETWORKS INC2 added

4

CIENCIENA CORP2 added

5

NKENIKE INC -CL B2 added

6

NOKNOKIA CORP-SPON ADR2 added

7

INVNINVISION TECHNOLOGIES INC2 added

8

CNACNA FINANCIAL CORP2 added

Most trims / exits this quarter

1

PRUPRUDENTIAL FINANCIAL INC3 trimmed

2

QQWEST COMMUNICATIONS INTL IN2 trimmed

3

OTLOCTEL CORP2 trimmed

4

NHINATL HEALTH INVESTORS INC2 trimmed

5

MXIMMAXIM INTEGRATED PRODUCTS2 trimmed

6

DTEGYDEUTSCHE TELEKOM AG-SPON ADR2 trimmed

7

DOXAMDOCS LTD2 trimmed

8

NETENETEGRITY INC2 trimmed

Most-held

1

PLCMPOLYCOM INC3 holders

2

SCMRSYCAMORE NETWORKS INC3 holders

3

MCOMOODY'S CORP3 holders

4

COSTCOSTCO WHOLESALE CORP3 holders

5

MDCMDC HOLDINGS INC3 holders

6

WYEWYETH3 holders

7

CSCOCISCO SYSTEMS INC3 holders

8

POGPATINA OIL & GAS CORP3 holders

9

LLIBERTY MEDIA CORP-A3 holders

10

TXNTEXAS INSTRUMENTS INC3 holders

Hot sectors this quarter

Warren Buffett · Berkshire3 holders High Dividend3 holders Semiconductors3 holders Tim Cook · Apple Supply Chain3 holders AI & Compute3 holders Sam Altman · OpenAI Ecosystem3 holders Jensen Huang · NVIDIA AI Ecosystem3 holders Cloud & SaaS3 holders Data Center3 holders Antibody-Drug Conjugates2 holders

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.