GuruTrackHoldings radar

2006 Q2 report

What hedge-fund gurus bought and sold this quarter

Managers filed13

Total value$68.83B

Stocks covered3234

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

Summary

2006 Q2 report: 13 tracked hedge-fund managers held 3234 stocks this quarter, a combined reported value of ~$68.83B. Most new buys: MSFT, CAH, EP. Most-held: FDC, MSFT, COP. From public SEC 13F filings, delayed up to ~45 days.

Most new buys this quarter

1

MSFTMICROSOFT CORP5 new

2

CAHCARDINAL HEALTH INC3 new

3

EPEL PASO CORP3 new

4

FDRYFOUNDRY NETWORKS INC3 new

5

ORCLORACLE CORP3 new

6

UTHRUNITED THERAPEUTICS CORP3 new

7

ENDPENDO HEALTH SOLUTIONS INC3 new

8

ANSSANSYS INC3 new

Most adds this quarter

1

COHCOACH INC3 added

2

JNJJOHNSON & JOHNSON2 added

3

FDCFIRST DATA CORP2 added

4

IMCLImclone Systems COMMON2 added

5

SLMSLM CORP2 added

6

AMPAMERIPRISE FINANCIAL INC2 added

7

UTSIXXXXUTSTARCOM INC2 added

8

PHGKONINKLIJKE PHILIPS NVR- NY2 added

Most trims / exits this quarter

1

IPSIPSCO INC3 trimmed

2

AMXAMERICA MOVIL-SPN ADR CL L3 trimmed

3

LEAPLEAP WIRELESS INTL INC3 trimmed

4

MCDMCDONALD'S CORP3 trimmed

5

HRBH&R BLOCK INC3 trimmed

6

OPMROPTIMAL GROUP INC CL A3 trimmed

7

NWSAXXXXNEWS CORP2 trimmed

8

MLSMILLS CORP/THE2 trimmed

Most-held

1

FDCFIRST DATA CORP5 holders

2

MSFTMICROSOFT CORP5 holders

3

COPCONOCOPHILLIPS4 holders

4

GOOGLXXXXGOOGLE INC4 holders

5

VYXNCR VOYIX CORP4 holders

6

PFEPFIZER INC4 holders

7

LOWLOWE'S COS INC4 holders

8

SSPRINT NEXTEL CORP4 holders

9

EPEL PASO CORP4 holders

10

UNHUNITEDHEALTH GROUP INC4 holders

Hot sectors this quarter

AI & Compute6 holders Sam Altman · OpenAI Ecosystem6 holders Cloud & SaaS6 holders High Dividend5 holders Warren Buffett · Berkshire5 holders Tim Cook · Apple Supply Chain4 holders Semiconductors4 holders Antibody-Drug Conjugates4 holders China ADRs4 holders Latin America4 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.