GuruTrackHoldings radar

2007 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed14

Total value$118.59B

Stocks covered4616

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

Summary

2007 Q1 report: 14 tracked hedge-fund managers held 4616 stocks this quarter, a combined reported value of ~$118.59B. Most new buys: UFS, QCOM, VMC. Most-held: QCOM, BUD, UNP. From public SEC 13F filings, delayed up to ~45 days.

Most new buys this quarter

1

UFSDOMTAR CORP5 new

2

QCOMQUALCOMM INC3 new

3

VMCVULCAN MATERIALS CO3 new

4

ESRXXXXXEXPRESS SCRIPTS INC3 new

5

SINASINA CORP3 new

6

CSCOCISCO SYSTEMS INC3 new

7

USBUS BANCORP3 new

8

BBRYRESEARCH IN MOTION LTD3 new

Most adds this quarter

1

GOOGLXXXXGOOGLE INC4 added

2

CMCSK.............................. COMCAST CORP NEW4 added

3

UNPUNION PACIFIC CORP3 added

4

CVSCVS HEALTH CORP3 added

5

FRXFOREST LABS INC3 added

6

TSOTESORO CORP3 added

7

STISUNTRUST BKS INC3 added

8

MHFIMCGRAW HILL FINL INC3 added

Most trims / exits this quarter

1

AMPAMERIPRISE FINANCIAL INC5 trimmed

2

UNHUNITEDHEALTH GROUP INC4 trimmed

3

RVTYREVVITY INC4 trimmed

4

TVGRUPO TELEVISA SA-SPON ADR4 trimmed

5

CORECORE-MARK HOLDING CO INC3 trimmed

6

HPQXXXXHEWLETT PACKARD CO3 trimmed

7

GMGMQGENERAL MTRS CORP3 trimmed

8

PXPPlains Exploration & Production COMMON3 trimmed

Most-held

1

QCOMQUALCOMM INC6 holders

2

BUDD Anheuser-Busch Cos Inc COMMON5 holders

3

UNPUNION PACIFIC CORP5 holders

4

AXPAMERICAN EXPRESS CO5 holders

5

USBUS BANCORP5 holders

6

GOOGLXXXXGOOGLE INC5 holders

7

NKENIKE INC -CL B5 holders

8

MLMMARTIN MARIETTA MATERIALS5 holders

9

CMCSK.............................. COMCAST CORP NEW5 holders

10

FDCFIRST DATA CORP5 holders

Hot sectors this quarter

Warren Buffett · Berkshire8 holders Tim Cook · Apple Supply Chain8 holders Semiconductors8 holders Robotaxi & AV7 holders High Dividend6 holders Latin America5 holders AI & Compute5 holders Cloud & SaaS5 holders Sam Altman · OpenAI Ecosystem5 holders Antibody-Drug Conjugates5 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.