Holders over time
- LULU
- AMZN
| Quarter | LULU | AMZN |
|---|---|---|
| Q3 2020 | 25 holders, $10.7bn | 63 holders, $195bn |
| Q4 2020 | 17 holders, $11.6bn | 65 holders, $198bn |
| Q1 2021 | 18 holders, $10.4bn | 65 holders, $193bn |
| Q2 2021 | 22 holders, $13.6bn | 66 holders, $221bn |
| Q3 2021 | 16 holders, $14.8bn | 59 holders, $199bn |
| Q4 2021 | 22 holders, $14.4bn | 66 holders, $209bn |
| Q1 2022 | 20 holders, $13.2bn | 66 holders, $201bn |
| Q2 2022 | 20 holders, $9.7bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $9.5bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $11.3bn | 56 holders, $93.6bn |
| Q1 2023 | 32 holders, $13.7bn | 61 holders, $112bn |
| Q2 2023 | 31 holders, $13.4bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $13.0bn | 65 holders, $141bn |
| Q4 2023 | 22 holders, $15.4bn | 69 holders, $172bn |
| Q1 2024 | 19 holders, $11.3bn | 69 holders, $209bn |
| Q2 2024 | 21 holders, $8.7bn | 70 holders, $224bn |
| Q3 2024 | 14 holders, $6.1bn | 62 holders, $206bn |
| Q4 2024 | 26 holders, $9.9bn | 68 holders, $250bn |
| Q1 2025 | 17 holders, $8.4bn | 70 holders, $218bn |
| Q2 2025 | 17 holders, $4.9bn | 71 holders, $253bn |
| Q3 2025 | 16 holders, $2.3bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $2.6bn | 74 holders, $280bn |
| Q1 2026 | 13 holders, $1.5bn | 70 holders, $261bn |
| Q2 2026 | 6 holders, $175m | 72 holders, $305bn |
Lululemon Athletica Inc
- Holders
- 22
- Reported value
- $15.4bn
- Buyers
- 10
- Sellers
- 19
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 (22)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP
Only LULU (0)
None.
Only AMZN (47)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, and 22 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.