GuruTrack

2026 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed42
Total value$1.29T
Stocks covered7449
Summary
2026 Q1 report: 42 tracked hedge-fund managers held 7449 stocks this quarter, a combined reported value of ~$1.29T. Most new buys: MU, FPS, EQPT. Most-held: TSM, AMZN, GOOGL. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1MUMUMICRON TECHNOLOGY INC7 new
2FPSFPSFORGENT POWER SOLUTIONS-CL A7 new
3EQPTEQPTEQUIPMENTSHARE.COM INC-A7 new
4MWHMWHSOLV ENERGY INC-CL A7 new
5VSNTVSNTVERSANT MEDIA GROUP INC6 new
6MDAMDAMDA SPACE LTD6 new
7LITELITELUMENTUM HOLDINGS INC6 new
8PNFPPNFPPINNACLE FINANCIAL PARTNERS5 new
Most adds this quarter
1TSMTSMTAIWAN SEMICONDUCTOR-SP ADR12 added
2METAMETAMETA PLATFORMS INC-CLASS A10 added
3NVDANVDANVIDIA CORP9 added
4GOOGLGOOGLALPHABET INC-CL A8 added
5AAPLAAPLAPPLE INC8 added
6HPQHPQHP INC8 added
7SESESEA LTD-ADR8 added
8EAEAELECTRONIC ARTS INC7 added
Most trims / exits this quarter
1MSFTMSFTMICROSOFT CORP18 trimmed
2AMZNAMZNAMAZON.COM INC18 trimmed
3GOOGLGOOGLALPHABET INC-CL A12 trimmed
4NVDANVDANVIDIA CORP11 trimmed
5EXASEXASEXACT SCIENCES CORP10 trimmed
6TSMTSMTAIWAN SEMICONDUCTOR-SP ADR10 trimmed
7CYBRCYBRCYBERARK SOFTWARE LTD SHS9 trimmed
8GOOGGOOGALPHABET INC-CL C9 trimmed
Most-held
1TSMTSMTAIWAN SEMICONDUCTOR-SP ADR26 holders
2AMZNAMZNAMAZON.COM INC24 holders
3GOOGLGOOGLALPHABET INC-CL A23 holders
4NVDANVDANVIDIA CORP23 holders
5METAMETAMETA PLATFORMS INC-CLASS A23 holders
6MSFTMSFTMICROSOFT CORP22 holders
7GOOGGOOGALPHABET INC-CL C19 holders
8AVGOAVGOBROADCOM INC18 holders
9AAPLAAPLAPPLE INC17 holders
10VVVISA INC-CLASS A SHARES15 holders

Hot sectors this quarter

Warren Buffett · Berkshire32 holdersDuan Yongping31 holdersAI & Compute31 holdersRobotaxi & AV31 holdersElon Musk · Tesla & SpaceX30 holdersTim Cook · Apple Supply Chain29 holdersJensen Huang · NVIDIA AI Ecosystem28 holdersSam Altman · OpenAI Ecosystem28 holdersSemiconductors27 holdersAdvanced Packaging27 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.