Holders over time
- NTES
- GOOGL
| Quarter | NTES | GOOGL |
|---|---|---|
| Q3 2020 | 21 holders, $4.2bn | 52 holders, $65.2bn |
| Q4 2020 | 15 holders, $3.5bn | 57 holders, $83.4bn |
| Q1 2021 | 14 holders, $4.1bn | 56 holders, $96.9bn |
| Q2 2021 | 18 holders, $4.8bn | 59 holders, $113bn |
| Q3 2021 | 16 holders, $3.0bn | 59 holders, $123bn |
| Q4 2021 | 14 holders, $3.7bn | 56 holders, $130bn |
| Q1 2022 | 11 holders, $2.7bn | 56 holders, $117bn |
| Q2 2022 | 12 holders, $3.2bn | 49 holders, $88.7bn |
| Q3 2022 | 9 holders, $2.1bn | 53 holders, $76.8bn |
| Q4 2022 | 9 holders, $1.9bn | 55 holders, $122bn |
| Q1 2023 | 7 holders, $2.2bn | 54 holders, $79.8bn |
| Q2 2023 | 10 holders, $2.0bn | 55 holders, $93.0bn |
| Q3 2023 | 8 holders, $1.4bn | 59 holders, $103bn |
| Q4 2023 | 13 holders, $1.4bn | 57 holders, $105bn |
| Q1 2024 | 12 holders, $929m | 58 holders, $112bn |
| Q2 2024 | 14 holders, $907m | 56 holders, $132bn |
| Q3 2024 | 11 holders, $943m | 58 holders, $119bn |
| Q4 2024 | 11 holders, $1.2bn | 58 holders, $141bn |
| Q1 2025 | 10 holders, $1.6bn | 61 holders, $106bn |
| Q2 2025 | 9 holders, $1.5bn | 57 holders, $117bn |
| Q3 2025 | 7 holders, $1.4bn | 61 holders, $174bn |
| Q4 2025 | 6 holders, $1.1bn | 62 holders, $236bn |
| Q1 2026 | 8 holders, $825m | 65 holders, $233bn |
| Q2 2026 | 7 holders, $945m | 64 holders, $309bn |
Netease Com Inc
- Holders
- 13
- Reported value
- $1.4bn
- Buyers
- 10
- Sellers
- 4
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 (13)
Arrowstreet Capital LP, Artisan Partners LP, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP
Only NTES (0)
None.
Only GOOGL (44)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, and 19 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.