GuruTrack

2024 Q4 report

What hedge-fund gurus bought and sold this quarter

Managers filed43
Total value$1.16T
Stocks covered7131
Summary
2024 Q4 report: 43 tracked hedge-fund managers held 7131 stocks this quarter, a combined reported value of ~$1.16T. Most new buys: TTAN, LRCX, SMCI. Most-held: MSFT, AMZN, GOOGL. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1TTANTTANSERVICETITAN INC-A10 new
2LRCXLRCXLAM RESEARCH CORP9 new
3SMCISMCISUPER MICRO COMPUTER INC8 new
4APTVAPTVAPTIV PLC8 new
5SNREYSNREYSUNRISE COMMUNICAT-CL A8 new
6ANETANETARISTA NETWORKS INC7 new
7SAROSAROSTANDARDAERO INC7 new
8MAGNMAGNMAGNERA CORP7 new
Most adds this quarter
1CRMCRMSALESFORCE INC8 added
2VSTVSTVISTRA CORP8 added
3NTESNTESNETEASE INC-ADR8 added
4METAMETAMETA PLATFORMS INC-CLASS A8 added
5INTUINTUINTUIT INC7 added
6AMDAMDADVANCED MICRO DEVICES7 added
7PDDPDDPDD HOLDINGS INC7 added
8ADBEADBEADOBE INC7 added
Most trims / exits this quarter
1MSFTMSFTMICROSOFT CORP14 trimmed
2BABABABAALIBABA GROUP HOLDING-SP ADR11 trimmed
3METAMETAMETA PLATFORMS INC-CLASS A10 trimmed
4MMMMMM3M CO10 trimmed
5NVDANVDANVIDIA CORP10 trimmed
6TCOMTCOMTRIP.COM GROUP LTD-ADR10 trimmed
7GOOGGOOGALPHABET INC-CL C10 trimmed
8TSMTSMTAIWAN SEMICONDUCTOR-SP ADR10 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP25 holders
2AMZNAMZNAMAZON.COM INC23 holders
3GOOGLGOOGLALPHABET INC-CL A22 holders
4TSMTSMTAIWAN SEMICONDUCTOR-SP ADR22 holders
5METAMETAMETA PLATFORMS INC-CLASS A21 holders
6NVDANVDANVIDIA CORP19 holders
7AAPLAAPLAPPLE INC16 holders
8GOOGGOOGALPHABET INC-CL C16 holders
9BABABABAALIBABA GROUP HOLDING-SP ADR14 holders
10CRMCRMSALESFORCE INC14 holders

Hot sectors this quarter

Duan Yongping34 holdersAI & Compute33 holdersWarren Buffett · Berkshire31 holdersRobotaxi & AV30 holdersTim Cook · Apple Supply Chain29 holdersJensen Huang · NVIDIA AI Ecosystem28 holdersSemiconductors28 holdersElon Musk · Tesla & SpaceX28 holdersSam Altman · OpenAI Ecosystem27 holdersCloud & SaaS25 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.