GuruTrack

2003 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed10
Total value$2.36T
Stocks covered1827
Summary
2003 Q1 report: 10 tracked hedge-fund managers held 1827 stocks this quarter, a combined reported value of ~$2.36T. Most new buys: CPS, WNG, INTU. Most-held: NOK, WEBX, SCMR. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1CPSCPSChoicepoint Inc COMMON3 new
2WNGWNGWASHINGTON GROUP INTL INC COM3 new
3INTUINTUINTUIT INC2 new
4CSTRCSTRCOINSTAR INC2 new
5RRIRRIRELIANT ENERGY INC2 new
6WEBXWEBXWEBEX COMMUNICATIONS INC2 new
7IPCCIPCCINFINITY PPTY & CAS CORP2 new
8ALOYALOYALLOY INC2 new
Most adds this quarter
1NOKNOKNOKIA CORP-SPON ADR4 added
2MSFTMSFTMICROSOFT CORP3 added
3SYMCSYMCSYMANTEC CORP2 added
4POLPOLPOLYONE CORPORATION2 added
5SAPSAPSAP SE-SPONSORED ADR2 added
6WBSNWBSNWEBSENSE INC2 added
7TMXTMXTELEFONOS DE MEXICO S A SPON ADR ORD2 added
8FDCFDCFIRST DATA CORP2 added
Most trims / exits this quarter
1QQQwest Comunications Int'l2 trimmed
2CVSCVSCVS HEALTH CORP2 trimmed
3LMTLMTLOCKHEED MARTIN CORP2 trimmed
4ABTABTABBOTT LABORATORIES2 trimmed
5MYGMYGD Maytag Corp COMMON2 trimmed
6DNBDNBDun & Bradstreet Corp COMMON2 trimmed
7MXIMMXIMMAXIM INTEGRATED PRODUCTS2 trimmed
8INVNINVNINVISION TECHNOLOGIES INC2 trimmed
Most-held
1NOKNOKNOKIA CORP-SPON ADR4 holders
2WEBXWEBXWEBEX COMMUNICATIONS INC4 holders
3SCMRSCMRSYCAMORE NETWORKS INC4 holders
4LLD Liberty Media Corp - A COMMON4 holders
5INTUINTUINTUIT INC3 holders
6CPSCPSChoicepoint Inc COMMON3 holders
7CSTRCSTRCOINSTAR INC3 holders
8MSFTMSFTMICROSOFT CORP3 holders
9ATVIATVIACTIVISION INC NEW COM3 holders
10SAPSAPSAP SE-SPONSORED ADR3 holders

Hot sectors this quarter

High Dividend5 holdersAI & Compute4 holdersWarren Buffett · Berkshire4 holdersTim Cook · Apple Supply Chain4 holdersSam Altman · OpenAI Ecosystem3 holdersCloud & SaaS3 holdersAntibody-Drug Conjugates3 holdersGLP-1 / Weight Loss3 holdersSemiconductors3 holdersJensen Huang · NVIDIA AI Ecosystem3 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.