Holders over time
- UBER
- AMZN
| Quarter | UBER | AMZN |
|---|---|---|
| Q3 2020 | 23 holders, $8.2bn | 63 holders, $195bn |
| Q4 2020 | 36 holders, $14.1bn | 65 holders, $198bn |
| Q1 2021 | 37 holders, $16.1bn | 65 holders, $193bn |
| Q2 2021 | 38 holders, $15.1bn | 66 holders, $221bn |
| Q3 2021 | 40 holders, $14.4bn | 59 holders, $199bn |
| Q4 2021 | 38 holders, $12.2bn | 66 holders, $209bn |
| Q1 2022 | 31 holders, $8.7bn | 66 holders, $201bn |
| Q2 2022 | 28 holders, $5.1bn | 58 holders, $125bn |
| Q3 2022 | 33 holders, $7.9bn | 60 holders, $136bn |
| Q4 2022 | 30 holders, $7.3bn | 56 holders, $93.6bn |
| Q1 2023 | 27 holders, $9.6bn | 61 holders, $112bn |
| Q2 2023 | 41 holders, $15.5bn | 64 holders, $144bn |
| Q3 2023 | 41 holders, $18.2bn | 65 holders, $141bn |
| Q4 2023 | 38 holders, $23.6bn | 69 holders, $172bn |
| Q1 2024 | 44 holders, $29.5bn | 69 holders, $209bn |
| Q2 2024 | 47 holders, $27.0bn | 70 holders, $224bn |
| Q3 2024 | 40 holders, $27.4bn | 62 holders, $206bn |
| Q4 2024 | 42 holders, $19.8bn | 68 holders, $250bn |
| Q1 2025 | 37 holders, $23.9bn | 70 holders, $218bn |
| Q2 2025 | 42 holders, $30.3bn | 71 holders, $253bn |
| Q3 2025 | 38 holders, $29.3bn | 69 holders, $244bn |
| Q4 2025 | 40 holders, $23.1bn | 74 holders, $280bn |
| Q1 2026 | 36 holders, $20.0bn | 70 holders, $261bn |
| Q2 2026 | 34 holders, $21.3bn | 72 holders, $305bn |
Uber Technologies Inc
- Holders
- 38
- Reported value
- $23.6bn
- Buyers
- 16
- Sellers
- 24
Breadth -8 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 (36)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, Fidelity (FMR LLC), Glenview Capital Management LLC, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Third Point LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only UBER (2)
Only AMZN (33)
Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Scion Asset Management LLC, and 8 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.