GuruTrack

2007 Q2 report

What hedge-fund gurus bought and sold this quarter

Managers filed10
Total value$113.02B
Stocks covered4569
Summary
2007 Q2 report: 10 tracked hedge-fund managers held 4569 stocks this quarter, a combined reported value of ~$113.02B. Most new buys: KFT, VRY, EV. Most-held: UNP, PG, KFT. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1KFTKFTKRAFT FOODS INC3 new
2VRYVRYVICTORY ACQUISITION CORP3 new
3EVEVEATON VANCE CORP3 new
4EDCIEDCIENTERTAINMENT DIST CO INC3 new
5HSOAHSOAHOME SOLUTIONS AMER INC3 new
6BACBACBANK OF AMERICA CORP2 new
7NYXNYXNYSE EURONEXT2 new
8MMMACY'S INC2 new
Most adds this quarter
1NKENKENIKE INC -CL B4 added
2MSFTMSFTMICROSOFT CORP3 added
3IBMIBMINTL BUSINESS MACHINES CORP3 added
4PGPGPROCTER & GAMBLE CO/THE3 added
5KMBKMBKIMBERLY-CLARK CORP3 added
6FRXFRXFOREST LABS INC3 added
7MBGAFMBGAFDAIMLER AG REG3 added
8OMCOMCOMNICOM GROUP3 added
Most trims / exits this quarter
1MLMMLMMARTIN MARIETTA MATERIALS3 trimmed
2PXPPXPPLAINS EXPL& PRODTN CO3 trimmed
3AXPAXPAMERICAN EXPRESS CO3 trimmed
4UTXUTXUNITED TECH CORP3 trimmed
5PGRPGRPROGRESSIVE CORP3 trimmed
6AVYAVYAVERY DENNISON CORP3 trimmed
7AMPAMPAMERIPRISE FINANCIAL INC3 trimmed
8NVLSNVLSNOVELLUS SYS INC3 trimmed
Most-held
1UNPUNPUNION PACIFIC CORP5 holders
2PGPGPROCTER & GAMBLE CO/THE4 holders
3KFTKFTKRAFT FOODS INC4 holders
4COPCOPCONOCOPHILLIPS4 holders
5BNIBNIBURLINGTON NORTHN SANTA FE C4 holders
6WMTWMTWALMART INC4 holders
7NKENKENIKE INC -CL B4 holders
8MSFTMSFTMICROSOFT CORP4 holders
9CMCSKCMCSKCOMCAST CORP NEW4 holders
10FDCFDCFIRST DATA CORP4 holders

Hot sectors this quarter

Warren Buffett · Berkshire5 holdersHigh Dividend4 holdersSemiconductors4 holdersAI & Compute4 holdersSam Altman · OpenAI Ecosystem4 holdersCloud & SaaS4 holdersTim Cook · Apple Supply Chain4 holdersQuantum Computing3 holdersAntibody-Drug Conjugates3 holdersStablecoin & RWA3 holders

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