Holders over time
- MDB
- AMZN
| Quarter | MDB | AMZN |
|---|---|---|
| Q3 2020 | 15 holders, $4.8bn | 63 holders, $195bn |
| Q4 2020 | 21 holders, $7.6bn | 65 holders, $198bn |
| Q1 2021 | 27 holders, $5.5bn | 65 holders, $193bn |
| Q2 2021 | 22 holders, $8.3bn | 66 holders, $221bn |
| Q3 2021 | 22 holders, $11.4bn | 59 holders, $199bn |
| Q4 2021 | 23 holders, $13.0bn | 66 holders, $209bn |
| Q1 2022 | 26 holders, $10.9bn | 66 holders, $201bn |
| Q2 2022 | 25 holders, $6.4bn | 58 holders, $125bn |
| Q3 2022 | 20 holders, $5.0bn | 60 holders, $136bn |
| Q4 2022 | 22 holders, $4.3bn | 56 holders, $93.6bn |
| Q1 2023 | 18 holders, $5.3bn | 61 holders, $112bn |
| Q2 2023 | 31 holders, $8.2bn | 64 holders, $144bn |
| Q3 2023 | 32 holders, $6.5bn | 65 holders, $141bn |
| Q4 2023 | 28 holders, $7.1bn | 69 holders, $172bn |
| Q1 2024 | 22 holders, $5.7bn | 69 holders, $209bn |
| Q2 2024 | 25 holders, $4.3bn | 70 holders, $224bn |
| Q3 2024 | 17 holders, $3.9bn | 62 holders, $206bn |
| Q4 2024 | 22 holders, $2.4bn | 68 holders, $250bn |
| Q1 2025 | 19 holders, $1.3bn | 70 holders, $218bn |
| Q2 2025 | 30 holders, $2.1bn | 71 holders, $253bn |
| Q3 2025 | 31 holders, $4.6bn | 69 holders, $244bn |
| Q4 2025 | 34 holders, $7.3bn | 74 holders, $280bn |
| Q1 2026 | 31 holders, $3.9bn | 70 holders, $261bn |
| Q2 2026 | 23 holders, $4.4bn | 72 holders, $305bn |
Mongodb Inc
- Holders
- 22
- Reported value
- $5.7bn
- Buyers
- 11
- Sellers
- 15
Breadth -4 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 (21)
AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd
Only MDB (1)
Only AMZN (48)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, and 23 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.