Holders over time
- MDB
- AMZN
| Quarter | MDB | AMZN |
|---|---|---|
| Q3 2020 | 15 holders, $4.8bn | 63 holders, $195bn |
| Q4 2020 | 21 holders, $7.6bn | 65 holders, $198bn |
| Q1 2021 | 27 holders, $5.5bn | 65 holders, $193bn |
| Q2 2021 | 22 holders, $8.3bn | 66 holders, $221bn |
| Q3 2021 | 22 holders, $11.4bn | 59 holders, $199bn |
| Q4 2021 | 23 holders, $13.0bn | 66 holders, $209bn |
| Q1 2022 | 26 holders, $10.9bn | 66 holders, $201bn |
| Q2 2022 | 25 holders, $6.4bn | 58 holders, $125bn |
| Q3 2022 | 20 holders, $5.0bn | 60 holders, $136bn |
| Q4 2022 | 22 holders, $4.3bn | 56 holders, $93.6bn |
| Q1 2023 | 18 holders, $5.3bn | 61 holders, $112bn |
| Q2 2023 | 31 holders, $8.2bn | 64 holders, $144bn |
| Q3 2023 | 32 holders, $6.5bn | 65 holders, $141bn |
| Q4 2023 | 28 holders, $7.1bn | 69 holders, $172bn |
| Q1 2024 | 22 holders, $5.7bn | 69 holders, $209bn |
| Q2 2024 | 25 holders, $4.3bn | 70 holders, $224bn |
| Q3 2024 | 17 holders, $3.9bn | 62 holders, $206bn |
| Q4 2024 | 22 holders, $2.4bn | 68 holders, $250bn |
| Q1 2025 | 19 holders, $1.3bn | 70 holders, $218bn |
| Q2 2025 | 30 holders, $2.1bn | 71 holders, $253bn |
| Q3 2025 | 31 holders, $4.6bn | 69 holders, $244bn |
| Q4 2025 | 34 holders, $7.3bn | 74 holders, $280bn |
| Q1 2026 | 31 holders, $3.9bn | 70 holders, $261bn |
| Q2 2026 | 23 holders, $4.4bn | 72 holders, $305bn |
Mongodb Inc
- Holders
- 28
- Reported value
- $7.1bn
- Buyers
- 18
- Sellers
- 15
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 (27)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Tybourne Capital Management HK Ltd, Voloridge Investment Management LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd, Woodline Partners LP
Only MDB (1)
Only AMZN (42)
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, 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, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, and 17 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.