Holders over time
- DDOG
- AMZN
| Quarter | DDOG | AMZN |
|---|---|---|
| Q3 2020 | 20 holders, $5.5bn | 63 holders, $195bn |
| Q4 2020 | 24 holders, $5.9bn | 65 holders, $198bn |
| Q1 2021 | 18 holders, $4.5bn | 65 holders, $193bn |
| Q2 2021 | 25 holders, $6.3bn | 66 holders, $221bn |
| Q3 2021 | 31 holders, $8.7bn | 59 holders, $199bn |
| Q4 2021 | 41 holders, $11.4bn | 66 holders, $209bn |
| Q1 2022 | 39 holders, $9.9bn | 66 holders, $201bn |
| Q2 2022 | 30 holders, $4.9bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $4.3bn | 60 holders, $136bn |
| Q4 2022 | 19 holders, $3.0bn | 56 holders, $93.6bn |
| Q1 2023 | 22 holders, $2.8bn | 61 holders, $112bn |
| Q2 2023 | 29 holders, $4.5bn | 64 holders, $144bn |
| Q3 2023 | 21 holders, $4.4bn | 65 holders, $141bn |
| Q4 2023 | 34 holders, $6.1bn | 69 holders, $172bn |
| Q1 2024 | 39 holders, $7.4bn | 69 holders, $209bn |
| Q2 2024 | 37 holders, $7.1bn | 70 holders, $224bn |
| Q3 2024 | 32 holders, $5.8bn | 62 holders, $206bn |
| Q4 2024 | 27 holders, $7.8bn | 68 holders, $250bn |
| Q1 2025 | 24 holders, $5.1bn | 70 holders, $218bn |
| Q2 2025 | 38 holders, $8.2bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $9.2bn | 69 holders, $244bn |
| Q4 2025 | 24 holders, $8.9bn | 74 holders, $280bn |
| Q1 2026 | 30 holders, $7.6bn | 70 holders, $261bn |
| Q2 2026 | 32 holders, $17.5bn | 72 holders, $305bn |
Datadog Inc
- Holders
- 39
- Reported value
- $7.4bn
- Buyers
- 25
- Sellers
- 15
Breadth +10 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 (37)
AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only DDOG (2)
Only AMZN (32)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Polen Capital Management LLC, Steadfast Capital Management LP, and 7 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.