Holders over time
- DUOL
- AMZN
| Quarter | DUOL | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | none listed holders, n.a. | 65 holders, $198bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $193bn |
| Q2 2021 | none listed holders, n.a. | 66 holders, $221bn |
| Q3 2021 | 9 holders, $509m | 59 holders, $199bn |
| Q4 2021 | 5 holders, $465m | 66 holders, $209bn |
| Q1 2022 | 5 holders, $517m | 66 holders, $201bn |
| Q2 2022 | 6 holders, $585m | 58 holders, $125bn |
| Q3 2022 | 6 holders, $673m | 60 holders, $136bn |
| Q4 2022 | 3 holders, $531m | 56 holders, $93.6bn |
| Q1 2023 | 15 holders, $1.6bn | 61 holders, $112bn |
| Q2 2023 | 16 holders, $1.9bn | 64 holders, $144bn |
| Q3 2023 | 15 holders, $2.1bn | 65 holders, $141bn |
| Q4 2023 | 16 holders, $2.7bn | 69 holders, $172bn |
| Q1 2024 | 18 holders, $2.7bn | 69 holders, $209bn |
| Q2 2024 | 15 holders, $2.7bn | 70 holders, $224bn |
| Q3 2024 | 17 holders, $4.3bn | 62 holders, $206bn |
| Q4 2024 | 20 holders, $4.9bn | 68 holders, $250bn |
| Q1 2025 | 24 holders, $4.9bn | 70 holders, $218bn |
| Q2 2025 | 28 holders, $6.3bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $4.9bn | 69 holders, $244bn |
| Q4 2025 | 10 holders, $1.9bn | 74 holders, $280bn |
| Q1 2026 | 11 holders, $785m | 70 holders, $261bn |
| Q2 2026 | 8 holders, $1.1bn | 72 holders, $305bn |
Duolingo Inc
- Holders
- 16
- Reported value
- $2.7bn
- Buyers
- 10
- Sellers
- 7
Breadth +3 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 (13)
Acadian Asset Management LLC, Artisan Partners LP, Baillie Gifford & Co, D. E. Shaw & Co., Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
Only DUOL (3)
Bridgewater Associates LP, Durable Capital Partners LP, PDT Partners LLC
Only AMZN (56)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, 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, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, and 31 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.