Holders over time
- DASH
- AMZN
| Quarter | DASH | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | 21 holders, $5.5bn | 65 holders, $198bn |
| Q1 2021 | 17 holders, $6.4bn | 65 holders, $193bn |
| Q2 2021 | 22 holders, $11.4bn | 66 holders, $221bn |
| Q3 2021 | 20 holders, $14.7bn | 59 holders, $199bn |
| Q4 2021 | 22 holders, $10.9bn | 66 holders, $209bn |
| Q1 2022 | 16 holders, $7.9bn | 66 holders, $201bn |
| Q2 2022 | 16 holders, $3.5bn | 58 holders, $125bn |
| Q3 2022 | 18 holders, $2.2bn | 60 holders, $136bn |
| Q4 2022 | 14 holders, $2.7bn | 56 holders, $93.6bn |
| Q1 2023 | 19 holders, $3.6bn | 61 holders, $112bn |
| Q2 2023 | 24 holders, $5.1bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $6.0bn | 65 holders, $141bn |
| Q4 2023 | 28 holders, $7.2bn | 69 holders, $172bn |
| Q1 2024 | 37 holders, $10.1bn | 69 holders, $209bn |
| Q2 2024 | 31 holders, $8.5bn | 70 holders, $224bn |
| Q3 2024 | 40 holders, $12.5bn | 62 holders, $206bn |
| Q4 2024 | 45 holders, $14.9bn | 68 holders, $250bn |
| Q1 2025 | 38 holders, $13.5bn | 70 holders, $218bn |
| Q2 2025 | 46 holders, $17.5bn | 71 holders, $253bn |
| Q3 2025 | 43 holders, $18.9bn | 69 holders, $244bn |
| Q4 2025 | 37 holders, $19.6bn | 74 holders, $280bn |
| Q1 2026 | 35 holders, $12.9bn | 70 holders, $261bn |
| Q2 2026 | 24 holders, $16.0bn | 72 holders, $305bn |
Doordash Inc
- Holders
- 37
- Reported value
- $10.1bn
- Buyers
- 25
- Sellers
- 12
Breadth +13 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 (33)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only DASH (4)
Dragoneer Investment Group LLC, Durable Capital Partners LP, Eisler Capital Management Ltd, PDT Partners LLC
Only AMZN (36)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, and 11 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.