Holders over time
- MELI
- AMZN
| Quarter | MELI | AMZN |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 63 holders, $195bn |
| Q4 2020 | 26 holders, $23.4bn | 65 holders, $198bn |
| Q1 2021 | 21 holders, $20.5bn | 65 holders, $193bn |
| Q2 2021 | 24 holders, $20.6bn | 66 holders, $221bn |
| Q3 2021 | 24 holders, $22.8bn | 59 holders, $199bn |
| Q4 2021 | 21 holders, $18.1bn | 66 holders, $209bn |
| Q1 2022 | 18 holders, $13.8bn | 66 holders, $201bn |
| Q2 2022 | 18 holders, $7.0bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $9.9bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $9.9bn | 56 holders, $93.6bn |
| Q1 2023 | 35 holders, $16.8bn | 61 holders, $112bn |
| Q2 2023 | 27 holders, $14.8bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $15.6bn | 65 holders, $141bn |
| Q4 2023 | 34 holders, $18.7bn | 69 holders, $172bn |
| Q1 2024 | 30 holders, $17.2bn | 69 holders, $209bn |
| Q2 2024 | 29 holders, $20.5bn | 70 holders, $224bn |
| Q3 2024 | 37 holders, $26.7bn | 62 holders, $206bn |
| Q4 2024 | 31 holders, $22.8bn | 68 holders, $250bn |
| Q1 2025 | 36 holders, $26.6bn | 70 holders, $218bn |
| Q2 2025 | 40 holders, $34.1bn | 71 holders, $253bn |
| Q3 2025 | 35 holders, $30.4bn | 69 holders, $244bn |
| Q4 2025 | 35 holders, $28.3bn | 74 holders, $280bn |
| Q1 2026 | 29 holders, $23.9bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $22.1bn | 72 holders, $305bn |
Mercadolibre Inc
- Holders
- 30
- Reported value
- $17.2bn
- Buyers
- 15
- Sellers
- 15
Breadth 0 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 (29)
Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd, Woodline Partners LP
Only MELI (1)
Only AMZN (40)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, and 15 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.