GuruTrack

2002 Q4 report

What hedge-fund gurus bought and sold this quarter

Managers filed8
Total value$277.98B
Stocks covered1541
Summary
2002 Q4 report: 8 tracked hedge-fund managers held 1541 stocks this quarter, a combined reported value of ~$277.98B. Most new buys: PXP, CMCSK, SAP. Most-held: SCMR, COST, KO. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1PXPPXPPLAINS EXPL& PRODTN CO3 new
2CMCSKCMCSKCOMCAST CORP NEW2 new
3SAPSAPSAP SE-SPONSORED ADR2 new
4ATVIATVIACTIVISION INC NEW COM2 new
5LLTCLLTCLINEAR TECHNOLOGY CORP2 new
6POLPOLPOLYONE CORPORATION1 new
7GSBNZGSBNZCITIGROUP WS1 new
8QQQWEST COMMUNICATIONS INTL IN1 new
Most adds this quarter
1SPYSPYSS SPDR S&P 500 ETF TRUST-US2 added
2DUKDUKDUKE ENERGY CORP2 added
3DOVDOVDOVER CORP2 added
4CAHCAHCARDINAL HEALTH INC2 added
5XOMXOMEXXON MOBIL CORP2 added
6NOKNOKNOKIA CORP-SPON ADR2 added
7CSXCSXCSX CORP2 added
8EYEEYEADVANCED MEDICAL OPTICS2 added
Most trims / exits this quarter
1PLCMPLCMPOLYCOM INC3 trimmed
2ORCLORCLORACLE CORP3 trimmed
3SCURSCURSECURE COMPUTING CORP3 trimmed
4CMVTCMVTCOMVERSE TECHNOLOGY INC COM PAR2 trimmed
5NHINHINATL HEALTH INVESTORS INC2 trimmed
6EPNYEPNYE.PIPHANY INC2 trimmed
7CIENCIENCIENA CORP2 trimmed
8MUSEMUSEMICROMUSE INC2 trimmed
Most-held
1SCMRSCMRSYCAMORE NETWORKS INC4 holders
2COSTCOSTCOSTCO WHOLESALE CORP3 holders
3KOKOCOCA-COLA CO/THE3 holders
4MDCMDCMDC HOLDINGS INC3 holders
5LLLIBERTY MEDIA CORP-A3 holders
6POGPOGPATINA OIL & GAS CORP3 holders
7NOKNOKNOKIA CORP-SPON ADR3 holders
8MSFTMSFTMICROSOFT CORP3 holders
9NETNETNETWORKS ASSOCIATES INC3 holders
10CSCOCSCOCISCO SYSTEMS INC3 holders

Hot sectors this quarter

Tim Cook · Apple Supply Chain4 holdersAI & Compute4 holdersWarren Buffett · Berkshire3 holdersHigh Dividend3 holdersAntibody-Drug Conjugates3 holdersSemiconductors3 holdersSam Altman · OpenAI Ecosystem3 holdersCloud & SaaS3 holdersCybersecurity3 holdersJensen Huang · NVIDIA AI Ecosystem3 holders

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