GuruTrack

2024 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed34
Total value$969.48B
Stocks covered7215
Summary
2024 Q1 report: 34 tracked hedge-fund managers held 7215 stocks this quarter, a combined reported value of ~$969.48B. Most new buys: RDDT, ALAB, ALTM. Most-held: MSFT, META, AMZN. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1RDDTRDDTREDDIT INC-CL A7 new
2ALABALABASTERA LABS INC6 new
3ALTMALTMARCADIUM LITHIUM PLC6 new
4CPAYCPAYCORPAY INC5 new
5AVGOAVGOBROADCOM INC4 new
6FBTCFBTCFIDELITY WISE ORIGIN BITCOIN4 new
7ASMLASMLASML HOLDING N V4 new
8COOCOOCOOPER COS INC/THE4 new
Most adds this quarter
1AMZNAMZNAMAZON.COM INC9 added
2BABABABAALIBABA GROUP HOLDING-SP ADR8 added
3GOOGLGOOGLALPHABET INC-CL A7 added
4WMTWMTWALMART INC7 added
5EPAMEPAMEPAM SYSTEMS INC7 added
6PYPLPYPLPAYPAL HOLDINGS INC6 added
7NTRANTRANATERA INC6 added
8BMRNBMRNBIOMARIN PHARMACEUTICAL INC6 added
Most trims / exits this quarter
1MSFTMSFTMICROSOFT CORP11 trimmed
2NVDANVDANVIDIA CORP9 trimmed
3ISRGISRGINTUITIVE SURGICAL INC9 trimmed
4METAMETAMETA PLATFORMS INC-CLASS A8 trimmed
5FISFISFIDELITY NATIONAL INFO SERV7 trimmed
6LLYLLYELI LILLY & CO7 trimmed
7SNPSSNPSSYNOPSYS INC7 trimmed
8GOOGGOOGALPHABET INC-CL C7 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP19 holders
2METAMETAMETA PLATFORMS INC-CLASS A18 holders
3AMZNAMZNAMAZON.COM INC17 holders
4GOOGLGOOGLALPHABET INC-CL A16 holders
5NVDANVDANVIDIA CORP15 holders
6GOOGGOOGALPHABET INC-CL C13 holders
7TSMTSMTAIWAN SEMICONDUCTOR-SP ADR13 holders
8UBERUBERUBER TECHNOLOGIES INC13 holders
9AAPLAAPLAPPLE INC12 holders
10GEGEGENERAL ELECTRIC12 holders

Hot sectors this quarter

Duan Yongping28 holdersWarren Buffett · Berkshire26 holdersAI & Compute26 holdersRobotaxi & AV24 holdersTim Cook · Apple Supply Chain23 holdersCloud & SaaS22 holdersElon Musk · Tesla & SpaceX22 holdersSam Altman · OpenAI Ecosystem21 holdersSemiconductors21 holdersJensen Huang · NVIDIA AI Ecosystem21 holders

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