GuruTrack

2025 Q2 report

What hedge-fund gurus bought and sold this quarter

Managers filed43
Total value$1.23T
Stocks covered7155
Summary
2025 Q2 report: 43 tracked hedge-fund managers held 7155 stocks this quarter, a combined reported value of ~$1.23T. Most new buys: CHYM, RAL, HNGE. Most-held: MSFT, AMZN, TSM. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1CHYMCHYMCHIME FINANCIAL INC-CL A10 new
2RALRALRALLIANT CORP9 new
3HNGEHNGEHINGE HEALTH INC-A9 new
4CAICAICARIS LIFE SCIENCES INC8 new
5ETORETORETORO GROUP LTD8 new
6CRCLCRCLCIRCLE INTERNET GROUP INC7 new
7AMRZAMRZAmrize, Ltd.7 new
8BBBARRICK MINING CORP7 new
Most adds this quarter
1NVDANVDANVIDIA CORP14 added
2MSFTMSFTMICROSOFT CORP12 added
3AMZNAMZNAMAZON.COM INC11 added
4TSMTSMTAIWAN SEMICONDUCTOR-SP ADR11 added
5APPAPPAPPLOVIN CORP-CLASS A8 added
6AVGOAVGOBROADCOM INC8 added
7TMUSTMUST-MOBILE US INC8 added
8METAMETAMETA PLATFORMS INC-CLASS A7 added
Most trims / exits this quarter
1METAMETAMETA PLATFORMS INC-CLASS A14 trimmed
2BABABABAALIBABA GROUP HOLDING-SP ADR13 trimmed
3MSFTMSFTMICROSOFT CORP11 trimmed
4DFSDFSDISCOVER FINANCIAL SERVICES10 trimmed
5JDJDJD.COM INC-ADR10 trimmed
6TSMTSMTAIWAN SEMICONDUCTOR-SP ADR10 trimmed
7ITCIITCIINTRA-CELLULAR THERAPIES INC9 trimmed
8VVVISA INC-CLASS A SHARES9 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP26 holders
2AMZNAMZNAMAZON.COM INC22 holders
3TSMTSMTAIWAN SEMICONDUCTOR-SP ADR22 holders
4METAMETAMETA PLATFORMS INC-CLASS A21 holders
5NVDANVDANVIDIA CORP21 holders
6GOOGLGOOGLALPHABET INC-CL A18 holders
7GOOGGOOGALPHABET INC-CL C16 holders
8SESESEA LTD-ADR15 holders
9UNHUNHUNITEDHEALTH GROUP INC14 holders
10AVGOAVGOBROADCOM INC14 holders

Hot sectors this quarter

Warren Buffett · Berkshire31 holdersAI & Compute31 holdersTim Cook · Apple Supply Chain29 holdersRobotaxi & AV29 holdersSam Altman · OpenAI Ecosystem28 holdersSemiconductors28 holdersDuan Yongping27 holdersElon Musk · Tesla & SpaceX27 holdersCloud & SaaS26 holdersJensen Huang · NVIDIA AI Ecosystem26 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.