GuruTrack

2024 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed41
Total value$7.93T
Stocks covered7282
Summary
2024 Q1 report: 41 tracked hedge-fund managers held 7282 stocks this quarter, a combined reported value of ~$7.93T. 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 A9 new
2ALABALABASTERA LABS INC8 new
3ALTMALTMARCADIUM LITHIUM PLC7 new
4ASASAMER SPORTS INC6 new
5BTSGBTSGBRIGHTSPRING HEALTH SERVICES6 new
6MRVLMRVLMARVELL TECHNOLOGY INC5 new
7CAVACAVACAVA GROUP INC5 new
8APPAPPAPPLOVIN CORP-CLASS A5 new
Most adds this quarter
1AMZNAMZNAMAZON.COM INC12 added
2BABABABAALIBABA GROUP HOLDING-SP ADR10 added
3GOOGLGOOGLALPHABET INC-CL A9 added
4WMTWMTWALMART INC9 added
5AAPLAAPLAPPLE INC8 added
6CRMCRMSALESFORCE INC7 added
7MSFTMSFTMICROSOFT CORP7 added
8PYPLPYPLPAYPAL HOLDINGS INC7 added
Most trims / exits this quarter
1MSFTMSFTMICROSOFT CORP13 trimmed
2METAMETAMETA PLATFORMS INC-CLASS A11 trimmed
3NVDANVDANVIDIA CORP10 trimmed
4SNPSSNPSSYNOPSYS INC10 trimmed
5LLYLLYELI LILLY & CO10 trimmed
6SPLKSPLKSPLUNK INC9 trimmed
7TAPTAPMOLSON COORS BEVERAGE CO - B9 trimmed
8ISRGISRGINTUITIVE SURGICAL INC9 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP24 holders
2METAMETAMETA PLATFORMS INC-CLASS A23 holders
3AMZNAMZNAMAZON.COM INC22 holders
4GOOGLGOOGLALPHABET INC-CL A19 holders
5NVDANVDANVIDIA CORP18 holders
6TSMTSMTAIWAN SEMICONDUCTOR-SP ADR17 holders
7AAPLAAPLAPPLE INC15 holders
8GEGEGENERAL ELECTRIC15 holders
9GOOGGOOGALPHABET INC-CL C15 holders
10BABABABAALIBABA GROUP HOLDING-SP ADR15 holders

Hot sectors this quarter

Duan Yongping33 holdersWarren Buffett · Berkshire31 holdersAI & Compute31 holdersRobotaxi & AV29 holdersTim Cook · Apple Supply Chain27 holdersCloud & SaaS27 holdersSemiconductors26 holdersSam Altman · OpenAI Ecosystem26 holdersJensen Huang · NVIDIA AI Ecosystem26 holdersElon Musk · Tesla & SpaceX26 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.