Holders over time
- GRAB
- GOOG
| Quarter | GRAB | GOOG |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 47 holders, $73.8bn |
| Q4 2020 | none listed holders, n.a. | 48 holders, $88.6bn |
| Q1 2021 | none listed holders, n.a. | 42 holders, $102bn |
| Q2 2021 | none listed holders, n.a. | 42 holders, $122bn |
| Q3 2021 | none listed holders, n.a. | 44 holders, $128bn |
| Q4 2021 | 9 holders, $1.1bn | 48 holders, $138bn |
| Q1 2022 | 5 holders, $429m | 48 holders, $125bn |
| Q2 2022 | 4 holders, $414m | 46 holders, $93.3bn |
| Q3 2022 | 3 holders, $333m | 46 holders, $79.3bn |
| Q4 2022 | 4 holders, $604m | 46 holders, $62.7bn |
| Q1 2023 | 5 holders, $583m | 48 holders, $65.5bn |
| Q2 2023 | 5 holders, $726m | 43 holders, $75.1bn |
| Q3 2023 | 8 holders, $935m | 45 holders, $81.6bn |
| Q4 2023 | 11 holders, $948m | 45 holders, $82.8bn |
| Q1 2024 | 10 holders, $857m | 46 holders, $83.4bn |
| Q2 2024 | 11 holders, $1.5bn | 45 holders, $98.4bn |
| Q3 2024 | 9 holders, $1.5bn | 48 holders, $86.1bn |
| Q4 2024 | 17 holders, $2.0bn | 49 holders, $94.5bn |
| Q1 2025 | 15 holders, $1.8bn | 53 holders, $72.6bn |
| Q2 2025 | 18 holders, $2.4bn | 50 holders, $77.5bn |
| Q3 2025 | 17 holders, $2.7bn | 49 holders, $107bn |
| Q4 2025 | 17 holders, $2.2bn | 54 holders, $152bn |
| Q1 2026 | 12 holders, $1.3bn | 56 holders, $148bn |
| Q2 2026 | 9 holders, $1.3bn | 53 holders, $194bn |
Grab Holdings Limited
- Holders
- 10
- Reported value
- $857m
- Buyers
- 5
- Sellers
- 4
Breadth +1 among 93 comparable managers.
Alphabet Inc
- Holders
- 46
- Reported value
- $83.4bn
- Buyers
- 16
- Sellers
- 26
Breadth -10 among 93 comparable managers.
Who holds both, Q1 2024
Both (7)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Element Capital Management LLC, Hudson Bay Capital Management LP, Marshall Wace LLP
Only GOOG (39)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, and 14 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.