GuruTrackHoldings radar

2017 Q2 report

What hedge-fund gurus bought and sold this quarter

Managers filed17

Total value$479.87B

Stocks covered5315

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

Summary

2017 Q2 report: 17 tracked hedge-fund managers held 5315 stocks this quarter, a combined reported value of ~$479.87B. Most new buys: AABA, WPM, VNTV. Most-held: AAPL, META, QSR. From public SEC 13F filings, delayed up to ~45 days.

Most new buys this quarter

1

AABAALTABA INC5 new

2

WPMWHEATON PRECIOUS METALS CORP5 new

3

VNTVVANTIV INC4 new

4

OPTUOPTIMUM COMMUNICATIONS INC-A4 new

5

ANSSANSYS INC4 new

6

GGGGRACO INC4 new

7

UNPUNION PACIFIC CORP3 new

8

NGGNATIONAL GRID PLC-SP ADR3 new

Most adds this quarter

1

EAELECTRONIC ARTS INC5 added

2

GOOGLALPHABET INC-CL A5 added

3

MUMICRON TECHNOLOGY INC5 added

4

GOOGALPHABET INC-CL C5 added

5

GILDGILEAD SCIENCES INC4 added

6

AMZNAMAZON.COM INC4 added

7

TTWOTAKE-TWO INTERACTIVE SOFTWRE4 added

8

WBAWALGREENS BOOTS ALLIANCE INC4 added

Most trims / exits this quarter

1

YHOOYAHOO INC6 trimmed

2

PXDPIONEER NATURAL RESOURCES CO6 trimmed

3

CHTRCHARTER COMMUNICATIONS INC-A6 trimmed

4

METAMETA PLATFORMS INC-CLASS A6 trimmed

5

DISWALT DISNEY CO/THE5 trimmed

6

JPMJPMORGAN CHASE & CO5 trimmed

7

MCDMCDONALD'S CORP5 trimmed

8

AETAETNA INC NEW5 trimmed

Most-held

1

AAPLAPPLE INC9 holders

2

METAMETA PLATFORMS INC-CLASS A9 holders

3

QSRRESTAURANT BRANDS INTERN8 holders

4

BABAALIBABA GROUP HOLDING-SP ADR8 holders

5

GOOGLALPHABET INC-CL A8 holders

6

UPSUNITED PARCEL SERVICE-CL B8 holders

7

MSFTMICROSOFT CORP7 holders

8

DALDELTA AIR LINES INC7 holders

9

AMZNAMAZON.COM INC7 holders

10

GOOGALPHABET INC-CL C7 holders

Hot sectors this quarter

Duan Yongping13 holders Warren Buffett · Berkshire12 holders AI & Compute12 holders Tim Cook · Apple Supply Chain11 holders Quantum Computing11 holders Robotaxi & AV11 holders China ADRs10 holders Semiconductors10 holders High Dividend9 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.