GuruTrack

2013 Q2 report

What hedge-fund gurus bought and sold this quarter

Managers filed13
Total value$278.18B
Stocks covered4216
Summary
2013 Q2 report: 13 tracked hedge-fund managers held 4216 stocks this quarter, a combined reported value of ~$278.18B. Most new buys: FOSL, LB, TSLA. Most-held: AIG, KO, WMT. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1FOSLFOSLFOSSIL GROUP INC4 new
2LBLBL BRANDS INC3 new
3TSLATSLATESLA INC3 new
4CMACMACOMERICA INC3 new
5HIWHIWHIGHWOODS PROPERTIES INC3 new
6GLWGLWCORNING INC3 new
7KIMKIMKIMCO REALTY CORP3 new
8COTYCOTYCOTY INC-CL A3 new
Most adds this quarter
1BRCMBRCMBROADCOM CORP4 added
2ROSTROSTROSS STORES INC4 added
3AGNAGNALLERGAN INC4 added
4VRSNVRSNVERISIGN INC4 added
5CTRACTRACOTERRA ENERGY INC4 added
6SLBSLBSLB LTD4 added
7AUYAUYYAMANA GOLD INC4 added
8ZBHZBHZIMMER BIOMET HOLDINGS INC4 added
Most trims / exits this quarter
1LBTYALBTYALIBERTY GLOBAL INC COM SER7 trimmed
2VMEDVMEDVIRGIN MEDIA INC6 trimmed
3LBTYKLBTYKLIBERTY GLOBAL INC COM SER6 trimmed
4NFLXNFLXNETFLIX INC5 trimmed
5MAMAMASTERCARD INC - A5 trimmed
6MATXMATXMATSON INC5 trimmed
7PGPGPROCTER & GAMBLE CO/THE4 trimmed
8MDLZMDLZMONDELEZ INTERNATIONAL INC-A4 trimmed
Most-held
1AIGAIGAMERICAN INTERNATIONAL GROUP7 holders
2KOKOCOCA-COLA CO/THE6 holders
3WMTWMTWALMART INC6 holders
4AAPLAAPLAPPLE INC6 holders
5VRSNVRSNVERISIGN INC6 holders
6IBMIBMINTL BUSINESS MACHINES CORP5 holders
7PGPGPROCTER & GAMBLE CO/THE5 holders
8XOMXOMEXXON MOBIL CORP5 holders
9USBUSBUS BANCORP5 holders
10DVADVADAVITA INC5 holders

Hot sectors this quarter

Warren Buffett · Berkshire9 holdersTim Cook · Apple Supply Chain8 holdersHigh Dividend7 holdersDuan Yongping7 holdersJensen Huang · NVIDIA AI Ecosystem6 holdersSemiconductors6 holdersRobotaxi & AV6 holdersQuantum Computing5 holdersAI & Compute5 holdersStablecoin & RWA5 holders

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