GuruTrack

2026 Q2 report

What hedge-fund gurus bought and sold this quarter

Managers filed41
Total value$1.48T
Stocks covered7784
Summary
2026 Q2 report: 41 tracked hedge-fund managers held 7784 stocks this quarter, a combined reported value of ~$1.48T. Most new buys: SPCX, CBRS, FDXF. Most-held: GOOGL, TSM, AMZN. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1SPCXSPCXSPACE EXPLORATION TECHN-CL A13 new
2CBRSCBRSCEREBRAS SYSTEMS INC - A12 new
3FDXFFDXFFEDEX FREIGHT HOLDING CO10 new
4XEXEX-ENERGY INC8 new
5FRVOFRVOFERVO ENERGY CO-A8 new
6VSHVSHVISHAY INTERTECHNOLOGY INC7 new
7HONAHONAHONEYWELL AEROSPACE INC7 new
8QNTQNTQUANTINUUM INC-A7 new
Most adds this quarter
1AMZNAMZNAMAZON.COM INC14 added
2TSMTSMTAIWAN SEMICONDUCTOR-SP ADR9 added
3METAMETAMETA PLATFORMS INC-CLASS A9 added
4CVNACVNACARVANA CO9 added
5CRHCRHCRH PLC9 added
6GOOGLGOOGLALPHABET INC-CL A8 added
7GOOGGOOGALPHABET INC-CL C8 added
8VVVISA INC-CLASS A SHARES8 added
Most trims / exits this quarter
1NVDANVDANVIDIA CORP14 trimmed
2AVGOAVGOBROADCOM INC13 trimmed
3MSFTMSFTMICROSOFT CORP13 trimmed
4METAMETAMETA PLATFORMS INC-CLASS A13 trimmed
5TSMTSMTAIWAN SEMICONDUCTOR-SP ADR13 trimmed
6AAPLAAPLAPPLE INC11 trimmed
7UNHUNHUNITEDHEALTH GROUP INC11 trimmed
8GOOGLGOOGLALPHABET INC-CL A11 trimmed
Most-held
1GOOGLGOOGLALPHABET INC-CL A25 holders
2TSMTSMTAIWAN SEMICONDUCTOR-SP ADR25 holders
3AMZNAMZNAMAZON.COM INC22 holders
4METAMETAMETA PLATFORMS INC-CLASS A21 holders
5NVDANVDANVIDIA CORP20 holders
6GOOGGOOGALPHABET INC-CL C17 holders
7MSFTMSFTMICROSOFT CORP17 holders
8AVGOAVGOBROADCOM INC16 holders
9MUMUMICRON TECHNOLOGY INC15 holders
10AMDAMDADVANCED MICRO DEVICES15 holders

Hot sectors this quarter

Duan Yongping32 holdersAI & Compute32 holdersWarren Buffett · Berkshire31 holdersRobotaxi & AV31 holdersElon Musk · Tesla & SpaceX30 holdersTim Cook · Apple Supply Chain29 holdersSemiconductors27 holdersJensen Huang · NVIDIA AI Ecosystem27 holdersAdvanced Packaging27 holdersSam Altman · OpenAI Ecosystem24 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.