GuruTrack

2025 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed35
Total value$885.00B
Stocks covered7073
Summary
2025 Q1 report: 35 tracked hedge-fund managers held 7073 stocks this quarter, a combined reported value of ~$885.00B. Most new buys: CRWV, SAIL, CNR. Most-held: MSFT, AMZN, TSM. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1CRWVCRWVCOREWEAVE INC-CL A6 new
2SAILSAILSAILPOINT INC6 new
3CNRCNRCORE NATURAL RESOURCES INC6 new
4SFDSFDSMITHFIELD FOODS INC5 new
5PRMBPRMBPRIMO BRANDS CORP4 new
6NOKNOKNOKIA CORP-SPON ADR4 new
7KRMNKRMNKARMAN HOLDINGS INC4 new
8BHFBHFBRIGHTHOUSE FINANCIAL INC4 new
Most adds this quarter
1AMZNAMZNAMAZON.COM INC11 added
2FLUTFLUTFLUTTER ENTMT PLC8 added
3CPNGCPNGCOUPANG INC7 added
4ATIATIATI INC7 added
5METAMETAMETA PLATFORMS INC-CLASS A7 added
6AVGOAVGOBROADCOM INC7 added
7TSMTSMTAIWAN SEMICONDUCTOR-SP ADR7 added
8MSFTMSFTMICROSOFT CORP7 added
Most trims / exits this quarter
1NVDANVDANVIDIA CORP12 trimmed
2MSFTMSFTMICROSOFT CORP12 trimmed
3TSMTSMTAIWAN SEMICONDUCTOR-SP ADR10 trimmed
4TSLATSLATESLA INC9 trimmed
5VSTVSTVISTRA CORP9 trimmed
6UBERUBERUBER TECHNOLOGIES INC9 trimmed
7GOOGLGOOGLALPHABET INC-CL A8 trimmed
8DASHDASHDOORDASH INC - A8 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP20 holders
2AMZNAMZNAMAZON.COM INC18 holders
3TSMTSMTAIWAN SEMICONDUCTOR-SP ADR17 holders
4METAMETAMETA PLATFORMS INC-CLASS A16 holders
5NVDANVDANVIDIA CORP16 holders
6GOOGLGOOGLALPHABET INC-CL A15 holders
7GOOGGOOGALPHABET INC-CL C14 holders
8BABABABAALIBABA GROUP HOLDING-SP ADR12 holders
9APPAPPAPPLOVIN CORP-CLASS A11 holders
10AAPLAAPLAPPLE INC10 holders

Hot sectors this quarter

AI & Compute27 holdersWarren Buffett · Berkshire26 holdersDuan Yongping24 holdersRobotaxi & AV24 holdersTim Cook · Apple Supply Chain23 holdersSemiconductors23 holdersElon Musk · Tesla & SpaceX23 holdersSam Altman · OpenAI Ecosystem22 holdersCloud & SaaS22 holdersJensen Huang · NVIDIA AI Ecosystem22 holders

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