GuruTrack

2025 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed43
Total value$1.13T
Stocks covered7139
Summary
2025 Q1 report: 43 tracked hedge-fund managers held 7139 stocks this quarter, a combined reported value of ~$1.13T. Most new buys: CRWV, SAIL, SFD. Most-held: MSFT, AMZN, TSM. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1CRWVCRWVCOREWEAVE INC-CL A9 new
2SAILSAILSAILPOINT INC7 new
3SFDSFDSMITHFIELD FOODS INC6 new
4CNRCNRCORE NATURAL RESOURCES INC6 new
5KRMNKRMNKARMAN HOLDINGS INC6 new
6ITCIITCIINTRA-CELLULAR THERAPIES INC5 new
7PRMBPRMBPRIMO BRANDS CORP5 new
8SWTXSWTXSPRINGWORKS THERAPEUTICS INC5 new
Most adds this quarter
1AMZNAMZNAMAZON.COM INC12 added
2MSFTMSFTMICROSOFT CORP11 added
3TSMTSMTAIWAN SEMICONDUCTOR-SP ADR10 added
4FLUTFLUTFlutter Entertainment PLC9 added
5AVGOAVGOBROADCOM INC9 added
6CRMCRMSALESFORCE INC9 added
7CPNGCPNGCOUPANG INC8 added
8GOOGLGOOGLALPHABET INC-CL A8 added
Most trims / exits this quarter
1NVDANVDANVIDIA CORP14 trimmed
2MSFTMSFTMICROSOFT CORP13 trimmed
3METAMETAMETA PLATFORMS INC-CLASS A12 trimmed
4AMZNAMZNAMAZON.COM INC10 trimmed
5GOOGLGOOGLALPHABET INC-CL A10 trimmed
6TSMTSMTAIWAN SEMICONDUCTOR-SP ADR10 trimmed
7JDJDJD.COM INC-ADR10 trimmed
8TSLATSLATESLA INC9 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP25 holders
2AMZNAMZNAMAZON.COM INC23 holders
3TSMTSMTAIWAN SEMICONDUCTOR-SP ADR22 holders
4METAMETAMETA PLATFORMS INC-CLASS A21 holders
5NVDANVDANVIDIA CORP20 holders
6GOOGLGOOGLALPHABET INC-CL A19 holders
7GOOGGOOGALPHABET INC-CL C16 holders
8BABABABAALIBABA GROUP HOLDING-SP ADR15 holders
9AVGOAVGOBROADCOM INC15 holders
10APPAPPAPPLOVIN CORP-CLASS A14 holders

Hot sectors this quarter

AI & Compute33 holdersWarren Buffett · Berkshire31 holdersTim Cook · Apple Supply Chain29 holdersRobotaxi & AV29 holdersSemiconductors29 holdersDuan Yongping28 holdersSam Altman · OpenAI Ecosystem28 holdersJensen Huang · NVIDIA AI Ecosystem28 holdersElon Musk · Tesla & SpaceX28 holdersCloud & SaaS27 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.