GuruTrack

2010 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed13
Total value$113.79B
Stocks covered7876
Summary
2010 Q1 report: 13 tracked hedge-fund managers held 7876 stocks this quarter, a combined reported value of ~$113.79B. Most new buys: MSGZZZZ, PKG, KFT. Most-held: KFT, WMT, AAPL. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1MSGZZZZMSGZZZZMADISON SQUARE GARDEN CO4 new
2PKGPKGPACKAGING CORP OF AMERICA4 new
3KFTKFTKRAFT FOODS INC3 new
4TSLTSLTRINA SOLAR LIMITED3 new
5SWKSWKSTANLEY BLACK & DECKER INC3 new
6BBDBBDBANCO BRADESCO-ADR3 new
7NETLNETLNETLOGIC MICROSYSTEMS INC3 new
8ATHRATHRATHEROS COMMUNICATIONS INC3 new
Most adds this quarter
1CITCITCIT GROUP INC4 added
2MSFTMSFTMICROSOFT CORP4 added
3WDCWDCWESTERN DIGITAL CORP4 added
4OSKOSKOSHKOSH CORP4 added
5MRXMRXMEDICIS PHARMACEUTICAL CORP CL A4 added
6MCHPMCHPMICROCHIP TECHNOLOGY INC4 added
7CHSCHSCHICO'S FAS INC4 added
8CBTCBTCABOT CORP4 added
Most trims / exits this quarter
1YHOOYHOOYAHOO INC5 trimmed
2QCOMQCOMQUALCOMM INC5 trimmed
3AMTDAMTDTD AMERITRADE HOLDING CORP5 trimmed
4BNIBNIBURLINGTON NORTHN SANTA FE C4 trimmed
5V107SCV107SCWELLPOINT INC4 trimmed
6HCBKHCBKHUDSON CITY BANCORP4 trimmed
7FDOFDOFAMILY DLR STORES INC4 trimmed
8ROSTROSTROSS STORES INC4 trimmed
Most-held
1KFTKFTKRAFT FOODS INC7 holders
2WMTWMTWALMART INC6 holders
3AAPLAAPLAPPLE INC6 holders
4KOKOCOCA-COLA CO/THE6 holders
5XOMXOMEXXON MOBIL CORP6 holders
6BDXBDXBECTON DICKINSON AND CO6 holders
7HNTHNTHEALTH NET INC6 holders
8MCDMCDMCDONALD'S CORP5 holders
9COSTCOSTCOSTCO WHOLESALE CORP5 holders
10LOLOLORILLARD INC5 holders

Hot sectors this quarter

Warren Buffett · Berkshire8 holdersDuan Yongping7 holdersHigh Dividend7 holdersTim Cook · Apple Supply Chain6 holdersAntibody-Drug Conjugates6 holdersAI & Compute6 holdersSam Altman · OpenAI Ecosystem6 holdersSemiconductors5 holdersStablecoin & RWA5 holdersAerospace Suppliers5 holders

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