Holders over time
- LULU
- AMZN
| Quarter | LULU | AMZN |
|---|---|---|
| Q3 2020 | 25 holders, $10.7bn | 63 holders, $195bn |
| Q4 2020 | 17 holders, $11.6bn | 65 holders, $198bn |
| Q1 2021 | 18 holders, $10.4bn | 65 holders, $193bn |
| Q2 2021 | 22 holders, $13.6bn | 66 holders, $221bn |
| Q3 2021 | 16 holders, $14.8bn | 59 holders, $199bn |
| Q4 2021 | 22 holders, $14.4bn | 66 holders, $209bn |
| Q1 2022 | 20 holders, $13.2bn | 66 holders, $201bn |
| Q2 2022 | 20 holders, $9.7bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $9.5bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $11.3bn | 56 holders, $93.6bn |
| Q1 2023 | 32 holders, $13.7bn | 61 holders, $112bn |
| Q2 2023 | 31 holders, $13.4bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $13.0bn | 65 holders, $141bn |
| Q4 2023 | 22 holders, $15.4bn | 69 holders, $172bn |
| Q1 2024 | 19 holders, $11.3bn | 69 holders, $209bn |
| Q2 2024 | 21 holders, $8.7bn | 70 holders, $224bn |
| Q3 2024 | 14 holders, $6.1bn | 62 holders, $206bn |
| Q4 2024 | 26 holders, $9.9bn | 68 holders, $250bn |
| Q1 2025 | 17 holders, $8.4bn | 70 holders, $218bn |
| Q2 2025 | 17 holders, $4.9bn | 71 holders, $253bn |
| Q3 2025 | 16 holders, $2.3bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $2.6bn | 74 holders, $280bn |
| Q1 2026 | 13 holders, $1.5bn | 70 holders, $261bn |
| Q2 2026 | 6 holders, $175m | 72 holders, $305bn |
Lululemon Athletica Inc
- Holders
- 19
- Reported value
- $11.3bn
- Buyers
- 14
- Sellers
- 9
Breadth +5 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 (18)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only LULU (1)
Only AMZN (51)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, and 26 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.