GuruTrackHoldings radar

2013 Q3 report

What hedge-fund gurus bought and sold this quarter

Managers filed23

Total value$355.30B

Stocks covered4402

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

Summary

2013 Q3 report: 23 tracked hedge-fund managers held 4402 stocks this quarter, a combined reported value of ~$355.30B. Most new buys: FOXA, S, META. Most-held: LBTYAXXXX, AAPL, PCLN. From public SEC 13F filings, delayed up to ~45 days.

Most new buys this quarter

1

FOXATWENTY FIRST CENTY FOX INC7 new

2

SSPRINT CORP5 new

3

METAMETA PLATFORMS INC-CLASS A4 new

4

LOWLOWE'S COS INC4 new

5

DISWALT DISNEY CO/THE4 new

6

IVZINVESCO LTD4 new

7

HPHELMERICH & PAYNE4 new

8

OUTROUTERWALL INC4 new

Most adds this quarter

1

ISRGINTUITIVE SURGICAL INC6 added

2

MUMICRON TECHNOLOGY INC5 added

3

DVADAVITA INC5 added

4

CMECME GROUP INC5 added

5

GAPGAP INC/THE5 added

6

CRICARTER'S INC5 added

7

AAPLAPPLE INC4 added

8

CHKXXXXCHESAPEAKE ENERGY CORP4 added

Most trims / exits this quarter

1

NWSAXXXXNEWS CORP7 trimmed

2

CHTRXXXXCharter Communications Inc.7 trimmed

3

VRSNVERISIGN INC7 trimmed

4

GOOGLXXXXGOOGLE INC6 trimmed

5

PCLNPRICELINE GRP INC6 trimmed

6

AIGAMERICAN INTERNATIONAL GROUP6 trimmed

7

GRAWR GRACE & CO6 trimmed

8

DALDELTA AIR LINES INC6 trimmed

Most-held

1

LBTYAXXXXLiberty Global PLC10 holders

2

AAPLAPPLE INC9 holders

3

PCLNPRICELINE GRP INC9 holders

4

LBTYKXXXXLiberty Global PLC9 holders

5

AMZNAMAZON.COM INC9 holders

6

MUMICRON TECHNOLOGY INC8 holders

7

HLFHERBALIFE LTD8 holders

8

GOOGLXXXXGOOGLE INC8 holders

9

METAMETA PLATFORMS INC-CLASS A8 holders

10

CCIXXXXCROWN CASTLE INTL CORP8 holders

Hot sectors this quarter

Warren Buffett · Berkshire18 holders Tim Cook · Apple Supply Chain15 holders High Dividend14 holders AI & Compute14 holders Semiconductors13 holders Duan Yongping11 holders Jensen Huang · NVIDIA AI Ecosystem11 holders Memory & Storage9 holders HBM9 holders Cloud & SaaS9 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.