GuruTrack

2025 Q2 report

What hedge-fund gurus bought and sold this quarter

Managers filed35
Total value$980.07B
Stocks covered7098
Summary
2025 Q2 report: 35 tracked hedge-fund managers held 7098 stocks this quarter, a combined reported value of ~$980.07B. Most new buys: CHYM, RAL, CAI. Most-held: MSFT, TSM, AMZN. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1CHYMCHYMCHIME FINANCIAL INC-CL A7 new
2RALRALRALLIANT CORP7 new
3CAICAICARIS LIFE SCIENCES INC6 new
4HNGEHNGEHINGE HEALTH INC-A6 new
5BBBARRICK MINING CORP6 new
6ETORETORETORO GROUP LTD6 new
7CRCLCRCLCIRCLE INTERNET GROUP INC5 new
8BULLBULLWEBULL CORP5 new
Most adds this quarter
1NVDANVDANVIDIA CORP13 added
2MSFTMSFTMICROSOFT CORP11 added
3AMZNAMZNAMAZON.COM INC9 added
4TSMTSMTAIWAN SEMICONDUCTOR-SP ADR9 added
5APPAPPAPPLOVIN CORP-CLASS A7 added
6GOOGGOOGALPHABET INC-CL C7 added
7XYZXYZBLOCK INC6 added
8COFCOFCAPITAL ONE FINANCIAL CORP6 added
Most trims / exits this quarter
1METAMETAMETA PLATFORMS INC-CLASS A12 trimmed
2BABABABAALIBABA GROUP HOLDING-SP ADR10 trimmed
3JDJDJD.COM INC-ADR9 trimmed
4TSMTSMTAIWAN SEMICONDUCTOR-SP ADR8 trimmed
5MSFTMSFTMICROSOFT CORP8 trimmed
6CPCPCANADIAN PACIFIC KANSAS CITY7 trimmed
7DFSDFSDISCOVER FINANCIAL SERVICES7 trimmed
8NOWNOWSERVICENOW INC7 trimmed
Most-held
1MSFTMSFTMICROSOFT CORP21 holders
2TSMTSMTAIWAN SEMICONDUCTOR-SP ADR18 holders
3AMZNAMZNAMAZON.COM INC17 holders
4METAMETAMETA PLATFORMS INC-CLASS A17 holders
5NVDANVDANVIDIA CORP17 holders
6GOOGLGOOGLALPHABET INC-CL A15 holders
7SESESEA LTD-ADR13 holders
8GOOGGOOGALPHABET INC-CL C12 holders
9UNHUNHUNITEDHEALTH GROUP INC11 holders
10PMPMPHILIP MORRIS INTERNATIONAL11 holders

Hot sectors this quarter

Warren Buffett · Berkshire26 holdersAI & Compute25 holdersDuan Yongping23 holdersTim Cook · Apple Supply Chain23 holdersRobotaxi & AV23 holdersSam Altman · OpenAI Ecosystem22 holdersSemiconductors22 holdersElon Musk · Tesla & SpaceX22 holdersCloud & SaaS21 holdersJensen Huang · NVIDIA AI Ecosystem20 holders

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