Holders over time
- CDNS
- AMZN
| Quarter | CDNS | AMZN |
|---|---|---|
| Q3 2020 | 24 holders, $4.8bn | 63 holders, $195bn |
| Q4 2020 | 12 holders, $5.7bn | 65 holders, $198bn |
| Q1 2021 | 12 holders, $6.2bn | 65 holders, $193bn |
| Q2 2021 | 18 holders, $6.3bn | 66 holders, $221bn |
| Q3 2021 | 19 holders, $6.8bn | 59 holders, $199bn |
| Q4 2021 | 18 holders, $8.0bn | 66 holders, $209bn |
| Q1 2022 | 26 holders, $7.8bn | 66 holders, $201bn |
| Q2 2022 | 23 holders, $6.9bn | 58 holders, $125bn |
| Q3 2022 | 27 holders, $7.8bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $7.1bn | 56 holders, $93.6bn |
| Q1 2023 | 27 holders, $9.3bn | 61 holders, $112bn |
| Q2 2023 | 37 holders, $11.5bn | 64 holders, $144bn |
| Q3 2023 | 29 holders, $11.2bn | 65 holders, $141bn |
| Q4 2023 | 33 holders, $11.7bn | 69 holders, $172bn |
| Q1 2024 | 26 holders, $12.5bn | 69 holders, $209bn |
| Q2 2024 | 25 holders, $11.4bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $9.2bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $9.8bn | 68 holders, $250bn |
| Q1 2025 | 26 holders, $8.7bn | 70 holders, $218bn |
| Q2 2025 | 26 holders, $8.8bn | 71 holders, $253bn |
| Q3 2025 | 25 holders, $10.7bn | 69 holders, $244bn |
| Q4 2025 | 29 holders, $12.0bn | 74 holders, $280bn |
| Q1 2026 | 28 holders, $11.4bn | 70 holders, $261bn |
| Q2 2026 | 22 holders, $13.8bn | 72 holders, $305bn |
Cadence Design System Inc
- Holders
- 26
- Reported value
- $12.5bn
- Buyers
- 7
- Sellers
- 22
Breadth -15 among 93 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $209bn
- Buyers
- 34
- Sellers
- 34
Breadth 0 among 93 comparable managers.
Who holds both, Q1 2024
Both (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Whale Rock Capital Management LLC
Only CDNS (1)
Only AMZN (44)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, 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.