GuruTrackHoldings radar

2003 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed8

Total value$538.58B

Stocks covered1640

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

Summary

2003 Q1 report: 8 tracked hedge-fund managers held 1640 stocks this quarter, a combined reported value of ~$538.58B. Most new buys: CPS, INTU, CSTR. Most-held: WEBX, SCMR, INTU. From public SEC 13F filings, delayed up to ~45 days.

Most new buys this quarter

1

CPSCHOICEPOINT INC3 new

2

INTUINTUIT INC2 new

3

CSTRCOINSTAR INC2 new

4

RRIRELIANT ENERGY INC2 new

5

WEBXWEBEX COMMUNICATIONS INC2 new

6

IPCCINFINITY PPTY & CAS CORP2 new

7

WNGWASHINGTON GROUP INTL INC2 new

8

ALOYALLOY INC2 new

Most adds this quarter

1

NOKNOKIA CORP-SPON ADR3 added

2

MSFTMICROSOFT CORP3 added

3

SYMCSYMANTEC CORP2 added

4

POLPOLYONE CORPORATION2 added

5

SAPSAP SE-SPONSORED ADR2 added

6

WBSNWEBSENSE INC2 added

7

FDCFIRST DATA CORP2 added

8

WYEWYETH2 added

Most trims / exits this quarter

1

QQWEST COMMUNICATIONS INTL IN2 trimmed

2

LMTLOCKHEED MARTIN CORP2 trimmed

3

DNBDUN & BRADSTREET CORP DEL NE2 trimmed

4

MXIMMAXIM INTEGRATED PRODUCTS2 trimmed

5

INVNINVISION TECHNOLOGIES INC2 trimmed

6

BEASBEA SYSTEMS INC2 trimmed

7

PVNPROVIDIAN FINANCIAL CORP2 trimmed

8

CSCOCISCO SYSTEMS INC2 trimmed

Most-held

1

WEBXWEBEX COMMUNICATIONS INC4 holders

2

SCMRSYCAMORE NETWORKS INC4 holders

3

INTUINTUIT INC3 holders

4

NOKNOKIA CORP-SPON ADR3 holders

5

CPSCHOICEPOINT INC3 holders

6

CSTRCOINSTAR INC3 holders

7

MSFTMICROSOFT CORP3 holders

8

ATVIACTIVISION INC NEW COM3 holders

9

SAPSAP SE-SPONSORED ADR3 holders

10

SJRSHAW COMMUNICATIONS INC-B3 holders

Hot sectors this quarter

AI & Compute4 holders High Dividend4 holders Tim Cook · Apple Supply Chain4 holders Sam Altman · OpenAI Ecosystem3 holders Cloud & SaaS3 holders Warren Buffett · Berkshire3 holders Semiconductors3 holders Jensen Huang · NVIDIA AI Ecosystem3 holders Memory & Storage3 holders Cybersecurity2 holders

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