GuruTrackHoldings radar

2017 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed17

Total value$462.72B

Stocks covered5452

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

Summary

2017 Q1 report: 17 tracked hedge-fund managers held 5452 stocks this quarter, a combined reported value of ~$462.72B. Most new buys: SNAP, CNDT, GGP. Most-held: META, AAPL, GOOGL. From public SEC 13F filings, delayed up to ~45 days.

Most new buys this quarter

1

SNAPSNAP INC - A6 new

2

CNDTCONDUENT INC5 new

3

GGPGGP INC5 new

4

FTITECHNIPFMC PLC4 new

5

QGENQIAGEN NV4 new

6

AGUAGRIUM INC4 new

7

FPRXFIVE PRIME THERAPEUTICS INC4 new

8

AMZNAMAZON.COM INC3 new

Most adds this quarter

1

METAMETA PLATFORMS INC-CLASS A5 added

2

ESRXEXPRESS SCRIPTS HLDG CO5 added

3

MCDMCDONALD'S CORP4 added

4

WPXWPX ENERGY INC4 added

5

JDJD.COM INC-ADR4 added

6

PANWPALO ALTO NETWORKS INC4 added

7

NFLXNETFLIX INC4 added

8

EOGEOG RESOURCES INC4 added

Most trims / exits this quarter

1

GOOGLALPHABET INC-CL A7 trimmed

2

GOOGALPHABET INC-CL C7 trimmed

3

AGNALLERGAN PLC5 trimmed

4

AMATAPPLIED MATERIALS INC5 trimmed

5

LMTLOCKHEED MARTIN CORP5 trimmed

6

DHRDANAHER CORP5 trimmed

7

ICEINTERCONTINENTAL EXCHANGE IN5 trimmed

8

PYPLPAYPAL HOLDINGS INC5 trimmed

Most-held

1

METAMETA PLATFORMS INC-CLASS A10 holders

2

AAPLAPPLE INC8 holders

3

GOOGLALPHABET INC-CL A8 holders

4

CHTRCHARTER COMMUNICATIONS INC-A7 holders

5

QSRRESTAURANT BRANDS INTERN7 holders

6

AMZNAMAZON.COM INC7 holders

7

BABAALIBABA GROUP HOLDING-SP ADR7 holders

8

TWXTIME WARNER INC7 holders

9

BACBANK OF AMERICA CORP7 holders

10

NFLXNETFLIX INC7 holders

Hot sectors this quarter

Duan Yongping13 holders Warren Buffett · Berkshire12 holders Tim Cook · Apple Supply Chain12 holders Quantum Computing11 holders AI & Compute11 holders Robotaxi & AV11 holders Semiconductors11 holders High Dividend9 holders Stablecoin & RWA9 holders Sam Altman · OpenAI Ecosystem9 holders

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