GuruTrack

2024 Q3 report

What hedge-fund gurus bought and sold this quarter

Managers filed35
Total value$903.13B
Stocks covered6880
Summary
2024 Q3 report: 35 tracked hedge-fund managers held 6880 stocks this quarter, a combined reported value of ~$903.13B. Most new buys: FERG, TLN, AMTM. Most-held: MSFT, META, GOOGL. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1FERGFERGFERGUSON ENTERPRISES INC7 new
2TLNTLNTALEN ENERGY CORP6 new
3AMTMAMTMAMENTUM HOLDINGS INC6 new
4TELTELTE CONNECTIVITY PLC5 new
5LINELINELINEAGE INC5 new
6OSOSONESTREAM INC5 new
7SITCSITCSITE CENTERS CORP4 new
8ARDTARDTARDENT HEALTH INC4 new
Most adds this quarter
1JDJDJD.COM INC-ADR7 added
2ADBEADBEADOBE INC7 added
3AVGOAVGOBROADCOM INC7 added
4BABABABAALIBABA GROUP HOLDING-SP ADR6 added
5TEAMTEAMATLASSIAN CORP-CL A6 added
6ALLALLALLSTATE CORP6 added
7ICEICEINTERCONTINENTAL EXCHANGE IN6 added
8MELIMELIMERCADOLIBRE INC6 added
Most trims / exits this quarter
1AMZNAMZNAMAZON.COM INC12 trimmed
2MSFTMSFTMICROSOFT CORP12 trimmed
3AAPLAAPLAPPLE INC11 trimmed
4METAMETAMETA PLATFORMS INC-CLASS A11 trimmed
5TSMTSMTAIWAN SEMICONDUCTOR-SP ADR10 trimmed
6UNHUNHUNITEDHEALTH GROUP INC9 trimmed
7NVDANVDANVIDIA CORP9 trimmed
8UBERUBERUBER TECHNOLOGIES INC9 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP20 holders
2METAMETAMETA PLATFORMS INC-CLASS A17 holders
3GOOGLGOOGLALPHABET INC-CL A17 holders
4AMZNAMZNAMAZON.COM INC15 holders
5NVDANVDANVIDIA CORP15 holders
6GOOGGOOGALPHABET INC-CL C15 holders
7TSMTSMTAIWAN SEMICONDUCTOR-SP ADR15 holders
8AAPLAAPLAPPLE INC14 holders
9BABABABAALIBABA GROUP HOLDING-SP ADR14 holders
10VSTVSTVISTRA CORP12 holders

Hot sectors this quarter

Duan Yongping28 holdersWarren Buffett · Berkshire26 holdersAI & Compute26 holdersTim Cook · Apple Supply Chain23 holdersRobotaxi & AV23 holdersSam Altman · OpenAI Ecosystem22 holdersJensen Huang · NVIDIA AI Ecosystem22 holdersCloud & SaaS21 holdersSemiconductors21 holdersElon Musk · Tesla & SpaceX21 holders

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