GuruTrack

2024 Q2 report

What hedge-fund gurus bought and sold this quarter

Managers filed34
Total value$914.08B
Stocks covered7013
Summary
2024 Q2 report: 34 tracked hedge-fund managers held 7013 stocks this quarter, a combined reported value of ~$914.08B. Most new buys: GEV, RBRK, UNH. Most-held: MSFT, AMZN, AAPL. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1GEVGEVGE VERNOVA INC7 new
2RBRKRBRKRUBRIK INC-A7 new
3UNHUNHUNITEDHEALTH GROUP INC6 new
4PCTYPCTYPAYLOCITY HOLDING CORP5 new
5PACSPACSPACS GROUP INC5 new
6WBTNWBTNWEBTOON ENTERTAINMENT INC5 new
7AAPLAAPLAPPLE INC5 new
8APHAPHAMPHENOL CORP-CL A4 new
Most adds this quarter
1NVDANVDANVIDIA CORP14 added
2TSMTSMTAIWAN SEMICONDUCTOR-SP ADR8 added
3UBERUBERUBER TECHNOLOGIES INC8 added
4BABABABAALIBABA GROUP HOLDING-SP ADR7 added
5NTRANTRANATERA INC7 added
6CSXCSXCSX CORP7 added
7CMGCMGCHIPOTLE MEXICAN GRILL INC7 added
8AMZNAMZNAMAZON.COM INC6 added
Most trims / exits this quarter
1METAMETAMETA PLATFORMS INC-CLASS A15 trimmed
2GOOGLGOOGLALPHABET INC-CL A10 trimmed
3GEGEGENERAL ELECTRIC9 trimmed
4MSFTMSFTMICROSOFT CORP9 trimmed
5CRMCRMSALESFORCE INC8 trimmed
6AMDAMDADVANCED MICRO DEVICES8 trimmed
7GOOGGOOGALPHABET INC-CL C8 trimmed
8JDJDJD.COM INC-ADR8 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP19 holders
2AMZNAMZNAMAZON.COM INC18 holders
3AAPLAAPLAPPLE INC17 holders
4METAMETAMETA PLATFORMS INC-CLASS A16 holders
5NVDANVDANVIDIA CORP16 holders
6GOOGLGOOGLALPHABET INC-CL A16 holders
7TSMTSMTAIWAN SEMICONDUCTOR-SP ADR14 holders
8UBERUBERUBER TECHNOLOGIES INC13 holders
9BABABABAALIBABA GROUP HOLDING-SP ADR13 holders
10GOOGGOOGALPHABET INC-CL C12 holders

Hot sectors this quarter

Duan Yongping28 holdersWarren Buffett · Berkshire26 holdersAI & Compute25 holdersRobotaxi & AV24 holdersTim Cook · Apple Supply Chain23 holdersSam Altman · OpenAI Ecosystem22 holdersElon Musk · Tesla & SpaceX22 holdersCloud & SaaS21 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.