GuruTrack

2024 Q4 report

What hedge-fund gurus bought and sold this quarter

Managers filed35
Total value$927.33B
Stocks covered7076
Summary
2024 Q4 report: 35 tracked hedge-fund managers held 7076 stocks this quarter, a combined reported value of ~$927.33B. Most new buys: LRCX, SMCI, TTAN. Most-held: MSFT, AMZN, TSM. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1LRCXLRCXLAM RESEARCH CORP8 new
2SMCISMCISUPER MICRO COMPUTER INC7 new
3TTANTTANSERVICETITAN INC-A7 new
4SNREYSNREYSUNRISE COMMUNICAT-CL A7 new
5ANETANETARISTA NETWORKS INC6 new
6APTVAPTVAPTIV PLC6 new
7SAROSAROSTANDARDAERO INC6 new
8MAGNMAGNMAGNERA CORP6 new
Most adds this quarter
1VSTVSTVISTRA CORP7 added
2INTUINTUINTUIT INC6 added
3CRMCRMSALESFORCE INC6 added
4METAMETAMETA PLATFORMS INC-CLASS A6 added
5SESESEA LTD-ADR6 added
6TECKTECKTECK RESOURCES LTD-CLS B6 added
7WCCWCCWESCO INTERNATIONAL INC6 added
8VTRVTRVENTAS INC6 added
Most trims / exits this quarter
1MSFTMSFTMICROSOFT CORP12 trimmed
2BABABABAALIBABA GROUP HOLDING-SP ADR9 trimmed
3MMMMMM3M CO9 trimmed
4AAPLAAPLAPPLE INC8 trimmed
5NVDANVDANVIDIA CORP8 trimmed
6GOOGGOOGALPHABET INC-CL C8 trimmed
7METAMETAMETA PLATFORMS INC-CLASS A8 trimmed
8AMZNAMZNAMAZON.COM INC8 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP20 holders
2AMZNAMZNAMAZON.COM INC18 holders
3TSMTSMTAIWAN SEMICONDUCTOR-SP ADR18 holders
4GOOGLGOOGLALPHABET INC-CL A17 holders
5METAMETAMETA PLATFORMS INC-CLASS A16 holders
6NVDANVDANVIDIA CORP15 holders
7GOOGGOOGALPHABET INC-CL C14 holders
8FLUTFLUTFLUTTER ENTMT PLC12 holders
9PDDPDDPDD HOLDINGS INC12 holders
10VSTVSTVISTRA CORP12 holders

Hot sectors this quarter

Duan Yongping28 holdersWarren Buffett · Berkshire26 holdersAI & Compute26 holdersTim Cook · Apple Supply Chain24 holdersRobotaxi & AV24 holdersSam Altman · OpenAI Ecosystem22 holdersSemiconductors22 holdersJensen Huang · NVIDIA AI Ecosystem22 holdersElon Musk · Tesla & SpaceX22 holdersCloud & SaaS20 holders

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