Holders over time
- PINS
- AMZN
| Quarter | PINS | AMZN |
|---|---|---|
| Q3 2020 | 28 holders, $2.0bn | 63 holders, $195bn |
| Q4 2020 | 37 holders, $3.7bn | 65 holders, $198bn |
| Q1 2021 | 32 holders, $5.0bn | 65 holders, $193bn |
| Q2 2021 | 23 holders, $6.3bn | 66 holders, $221bn |
| Q3 2021 | 20 holders, $4.3bn | 59 holders, $199bn |
| Q4 2021 | 15 holders, $2.2bn | 66 holders, $209bn |
| Q1 2022 | 14 holders, $1.9bn | 66 holders, $201bn |
| Q2 2022 | 15 holders, $1.5bn | 58 holders, $125bn |
| Q3 2022 | 20 holders, $2.2bn | 60 holders, $136bn |
| Q4 2022 | 17 holders, $2.9bn | 56 holders, $93.6bn |
| Q1 2023 | 27 holders, $3.9bn | 61 holders, $112bn |
| Q2 2023 | 24 holders, $3.4bn | 64 holders, $144bn |
| Q3 2023 | 25 holders, $3.3bn | 65 holders, $141bn |
| Q4 2023 | 30 holders, $4.5bn | 69 holders, $172bn |
| Q1 2024 | 27 holders, $4.0bn | 69 holders, $209bn |
| Q2 2024 | 27 holders, $6.1bn | 70 holders, $224bn |
| Q3 2024 | 19 holders, $3.3bn | 62 holders, $206bn |
| Q4 2024 | 20 holders, $3.3bn | 68 holders, $250bn |
| Q1 2025 | 24 holders, $3.5bn | 70 holders, $218bn |
| Q2 2025 | 28 holders, $3.8bn | 71 holders, $253bn |
| Q3 2025 | 22 holders, $3.3bn | 69 holders, $244bn |
| Q4 2025 | 17 holders, $2.3bn | 74 holders, $280bn |
| Q1 2026 | 12 holders, $860m | 70 holders, $261bn |
| Q2 2026 | 15 holders, $1.7bn | 72 holders, $305bn |
Pinterest Inc
- Holders
- 30
- Reported value
- $4.5bn
- Buyers
- 18
- Sellers
- 12
Breadth +6 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, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Coatue Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only AMZN (42)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, 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.