GuruTrack

2024 Q2 report

What hedge-fund gurus bought and sold this quarter

Managers filed41
Total value$7.17T
Stocks covered7087
Summary
2024 Q2 report: 41 tracked hedge-fund managers held 7087 stocks this quarter, a combined reported value of ~$7.17T. Most new buys: RBRK, GEV, WBTN. Most-held: MSFT, AMZN, AAPL. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1RBRKRBRKRUBRIK INC-A8 new
2GEVGEVGE VERNOVA INC8 new
3WBTNWBTNWEBTOON ENTERTAINMENT INC7 new
4CLSCLSCELESTICA INC7 new
5AAPLAAPLAPPLE INC7 new
6VIKVIKVIKING HOLDINGS LTD6 new
7PACSPACSPACS GROUP INC6 new
8WAYWAYWAYSTAR HOLDING CORP6 new
Most adds this quarter
1NVDANVDANVIDIA CORP17 added
2UBERUBERUBER TECHNOLOGIES INC9 added
3TSMTSMTAIWAN SEMICONDUCTOR-SP ADR9 added
4AMZNAMZNAMAZON.COM INC8 added
5APPAPPAPPLOVIN CORP-CLASS A8 added
6BABABABAALIBABA GROUP HOLDING-SP ADR8 added
7CSXCSXCSX CORP8 added
8MSFTMSFTMICROSOFT CORP8 added
Most trims / exits this quarter
1METAMETAMETA PLATFORMS INC-CLASS A18 trimmed
2GEGEGENERAL ELECTRIC11 trimmed
3MSFTMSFTMICROSOFT CORP11 trimmed
4GOOGLGOOGLALPHABET INC-CL A11 trimmed
5CRMCRMSALESFORCE INC10 trimmed
6JDJDJD.COM INC-ADR10 trimmed
7PDDPDDPDD HOLDINGS INC10 trimmed
8GOOGGOOGALPHABET INC-CL C10 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP24 holders
2AMZNAMZNAMAZON.COM INC23 holders
3AAPLAAPLAPPLE INC22 holders
4METAMETAMETA PLATFORMS INC-CLASS A21 holders
5NVDANVDANVIDIA CORP20 holders
6GOOGLGOOGLALPHABET INC-CL A20 holders
7TSMTSMTAIWAN SEMICONDUCTOR-SP ADR18 holders
8UNHUNHUNITEDHEALTH GROUP INC15 holders
9AVGOAVGOBROADCOM INC15 holders
10BABABABAALIBABA GROUP HOLDING-SP ADR15 holders

Hot sectors this quarter

Duan Yongping33 holdersWarren Buffett · Berkshire31 holdersAI & Compute30 holdersRobotaxi & AV29 holdersTim Cook · Apple Supply Chain28 holdersSam Altman · OpenAI Ecosystem27 holdersElon Musk · Tesla & SpaceX27 holdersSemiconductors26 holdersCloud & SaaS26 holdersJensen Huang · NVIDIA AI Ecosystem26 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.