Holders over time
- DDOG
- AMZN
| Quarter | DDOG | AMZN |
|---|---|---|
| Q3 2020 | 20 holders, $5.5bn | 63 holders, $195bn |
| Q4 2020 | 24 holders, $5.9bn | 65 holders, $198bn |
| Q1 2021 | 18 holders, $4.5bn | 65 holders, $193bn |
| Q2 2021 | 25 holders, $6.3bn | 66 holders, $221bn |
| Q3 2021 | 31 holders, $8.7bn | 59 holders, $199bn |
| Q4 2021 | 41 holders, $11.4bn | 66 holders, $209bn |
| Q1 2022 | 39 holders, $9.9bn | 66 holders, $201bn |
| Q2 2022 | 30 holders, $4.9bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $4.3bn | 60 holders, $136bn |
| Q4 2022 | 19 holders, $3.0bn | 56 holders, $93.6bn |
| Q1 2023 | 22 holders, $2.8bn | 61 holders, $112bn |
| Q2 2023 | 29 holders, $4.5bn | 64 holders, $144bn |
| Q3 2023 | 21 holders, $4.4bn | 65 holders, $141bn |
| Q4 2023 | 34 holders, $6.1bn | 69 holders, $172bn |
| Q1 2024 | 39 holders, $7.4bn | 69 holders, $209bn |
| Q2 2024 | 37 holders, $7.1bn | 70 holders, $224bn |
| Q3 2024 | 32 holders, $5.8bn | 62 holders, $206bn |
| Q4 2024 | 27 holders, $7.8bn | 68 holders, $250bn |
| Q1 2025 | 24 holders, $5.1bn | 70 holders, $218bn |
| Q2 2025 | 38 holders, $8.2bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $9.2bn | 69 holders, $244bn |
| Q4 2025 | 24 holders, $8.9bn | 74 holders, $280bn |
| Q1 2026 | 30 holders, $7.6bn | 70 holders, $261bn |
| Q2 2026 | 32 holders, $17.5bn | 72 holders, $305bn |
Datadog Inc
- Holders
- 34
- Reported value
- $6.1bn
- Buyers
- 22
- Sellers
- 13
Breadth +9 among 93 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $172bn
- Buyers
- 44
- Sellers
- 23
Breadth +21 among 93 comparable managers.
Who holds both, Q4 2023
Both (31)
AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd, Woodline Partners LP
Only AMZN (38)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 13 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.