Holders over time
- MELI
- GOOGL
| Quarter | MELI | GOOGL |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 52 holders, $65.2bn |
| Q4 2020 | 26 holders, $23.4bn | 57 holders, $83.4bn |
| Q1 2021 | 21 holders, $20.5bn | 56 holders, $96.9bn |
| Q2 2021 | 24 holders, $20.6bn | 59 holders, $113bn |
| Q3 2021 | 24 holders, $22.8bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $18.1bn | 56 holders, $130bn |
| Q1 2022 | 18 holders, $13.8bn | 56 holders, $117bn |
| Q2 2022 | 18 holders, $7.0bn | 49 holders, $88.7bn |
| Q3 2022 | 26 holders, $9.9bn | 53 holders, $76.8bn |
| Q4 2022 | 23 holders, $9.9bn | 55 holders, $122bn |
| Q1 2023 | 35 holders, $16.8bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $14.8bn | 55 holders, $93.0bn |
| Q3 2023 | 27 holders, $15.6bn | 59 holders, $103bn |
| Q4 2023 | 34 holders, $18.7bn | 57 holders, $105bn |
| Q1 2024 | 30 holders, $17.2bn | 58 holders, $112bn |
| Q2 2024 | 29 holders, $20.5bn | 56 holders, $132bn |
| Q3 2024 | 37 holders, $26.7bn | 58 holders, $119bn |
| Q4 2024 | 31 holders, $22.8bn | 58 holders, $141bn |
| Q1 2025 | 36 holders, $26.6bn | 61 holders, $106bn |
| Q2 2025 | 40 holders, $34.1bn | 57 holders, $117bn |
| Q3 2025 | 35 holders, $30.4bn | 61 holders, $174bn |
| Q4 2025 | 35 holders, $28.3bn | 62 holders, $236bn |
| Q1 2026 | 29 holders, $23.9bn | 65 holders, $233bn |
| Q2 2026 | 26 holders, $22.1bn | 64 holders, $309bn |
Mercadolibre Inc
- Holders
- 34
- Reported value
- $18.7bn
- Buyers
- 20
- Sellers
- 14
Breadth +6 among 93 comparable managers.
Alphabet Inc
- Holders
- 57
- Reported value
- $105bn
- Buyers
- 26
- Sellers
- 34
Breadth -8 among 93 comparable managers.
Who holds both, Q4 2023
Both (23)
Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only MELI (11)
Altimeter Capital Management LP, ARK Investment Management LLC, Discovery Capital Management LLC, Light Street Capital Management LLC, Moore Capital Management LP, PDT Partners LLC, Tybourne Capital Management HK Ltd, Voloridge Investment Management LLC, Walleye Capital LLC, Whale Rock Capital Management LLC, Woodline Partners LP
Only GOOGL (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Scion Asset Management LLC, Soroban Capital Partners LP, and 9 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.