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VAC · EQIX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

VACEQIX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VAC
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterVACEQIX
Q3 20203 holders, $27m19 holders, $8.2bn
Q4 20202 holders, $21m21 holders, $8.2bn
Q1 20215 holders, $210m19 holders, $7.5bn
Q2 20215 holders, $251m17 holders, $7.9bn
Q3 20213 holders, $37m15 holders, $7.0bn
Q4 20212 holders, $56m18 holders, $6.0bn
Q1 20221 holders, $24m18 holders, $6.0bn
Q2 20223 holders, $34m23 holders, $5.7bn
Q3 20222 holders, $57m20 holders, $4.8bn
Q4 20226 holders, $71m15 holders, $5.1bn
Q1 20234 holders, $66m17 holders, $5.3bn
Q2 20235 holders, $58m20 holders, $6.5bn
Q3 20236 holders, $67m16 holders, $6.2bn
Q4 20238 holders, $65m19 holders, $6.6bn
Q1 20249 holders, $108m27 holders, $7.6bn
Q2 20245 holders, $64m21 holders, $8.1bn
Q3 20245 holders, $74m26 holders, $9.6bn
Q4 20246 holders, $165m28 holders, $10.3bn
Q1 20252 holders, $35m31 holders, $8.7bn
Q2 20253 holders, $77m30 holders, $7.3bn
Q3 20251 holders, $47m28 holders, $7.0bn
Q4 20252 holders, $16m26 holders, $8.2bn
Q1 20262 holders, $21m31 holders, $11.5bn
Q2 20262 holders, $13m31 holders, $12.6bn
VAC

Marriott Vacations Worldwide

Holders
8
Reported value
$65m
Buyers
7
Sellers
1

Breadth +6 among 93 comparable managers.

Real estate
EQIX

Equinix Inc

Holders
19
Reported value
$6.6bn
Buyers
12
Sellers
10

Breadth +2 among 93 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q4 2023

Among the 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VAC (5)

Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Holocene Advisors LP, Point72 Asset Management LP

Only EQIX (16)

Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Coatue Management LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP

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.

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