Holders over time
- PDD
- AMZN
| Quarter | PDD | AMZN |
|---|---|---|
| Q3 2020 | 13 holders, $5.6bn | 63 holders, $195bn |
| Q4 2020 | 23 holders, $15.9bn | 65 holders, $198bn |
| Q1 2021 | 22 holders, $10.6bn | 65 holders, $193bn |
| Q2 2021 | 18 holders, $10.1bn | 66 holders, $221bn |
| Q3 2021 | 17 holders, $8.3bn | 59 holders, $199bn |
| Q4 2021 | 17 holders, $5.6bn | 66 holders, $209bn |
| Q1 2022 | 16 holders, $3.4bn | 66 holders, $201bn |
| Q2 2022 | 21 holders, $4.4bn | 58 holders, $125bn |
| Q3 2022 | 23 holders, $5.1bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $6.0bn | 56 holders, $93.6bn |
| Q1 2023 | 23 holders, $4.5bn | 61 holders, $112bn |
| Q2 2023 | 22 holders, $4.9bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $8.2bn | 65 holders, $141bn |
| Q4 2023 | 32 holders, $13.7bn | 69 holders, $172bn |
| Q1 2024 | 25 holders, $10.2bn | 69 holders, $209bn |
| Q2 2024 | 32 holders, $13.6bn | 70 holders, $224bn |
| Q3 2024 | 30 holders, $12.8bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $9.5bn | 68 holders, $250bn |
| Q1 2025 | 22 holders, $12.3bn | 70 holders, $218bn |
| Q2 2025 | 16 holders, $7.4bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $10.8bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $9.9bn | 74 holders, $280bn |
| Q1 2026 | 14 holders, $7.2bn | 70 holders, $261bn |
| Q2 2026 | 8 holders, $4.8bn | 72 holders, $305bn |
PDD Holdings Inc
- Holders
- 32
- Reported value
- $13.7bn
- Buyers
- 23
- Sellers
- 9
Breadth +14 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 (30)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, Whale Rock Capital Management LLC, Woodline Partners LP
Only PDD (2)
Only AMZN (39)
ARK Investment Management LLC, 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, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, and 14 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.