Holders over time
- MELI
- GOOGL
| Quarter | MELI | GOOGL |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 52 holders, $65.2bn |
| Q4 2020 | 26 holders, $23.4bn | 57 holders, $83.4bn |
| Q1 2021 | 21 holders, $20.5bn | 56 holders, $96.9bn |
| Q2 2021 | 24 holders, $20.6bn | 59 holders, $113bn |
| Q3 2021 | 24 holders, $22.8bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $18.1bn | 56 holders, $130bn |
| Q1 2022 | 18 holders, $13.8bn | 56 holders, $117bn |
| Q2 2022 | 18 holders, $7.0bn | 49 holders, $88.7bn |
| Q3 2022 | 26 holders, $9.9bn | 53 holders, $76.8bn |
| Q4 2022 | 23 holders, $9.9bn | 55 holders, $122bn |
| Q1 2023 | 35 holders, $16.8bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $14.8bn | 55 holders, $93.0bn |
| Q3 2023 | 27 holders, $15.6bn | 59 holders, $103bn |
| Q4 2023 | 34 holders, $18.7bn | 57 holders, $105bn |
| Q1 2024 | 30 holders, $17.2bn | 58 holders, $112bn |
| Q2 2024 | 29 holders, $20.5bn | 56 holders, $132bn |
| Q3 2024 | 37 holders, $26.7bn | 58 holders, $119bn |
| Q4 2024 | 31 holders, $22.8bn | 58 holders, $141bn |
| Q1 2025 | 36 holders, $26.6bn | 61 holders, $106bn |
| Q2 2025 | 40 holders, $34.1bn | 57 holders, $117bn |
| Q3 2025 | 35 holders, $30.4bn | 61 holders, $174bn |
| Q4 2025 | 35 holders, $28.3bn | 62 holders, $236bn |
| Q1 2026 | 29 holders, $23.9bn | 65 holders, $233bn |
| Q2 2026 | 26 holders, $22.1bn | 64 holders, $309bn |
Mercadolibre Inc
- Holders
- 30
- Reported value
- $17.2bn
- Buyers
- 15
- Sellers
- 15
Breadth 0 among 93 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $112bn
- Buyers
- 28
- Sellers
- 30
Breadth -2 among 93 comparable managers.
Who holds both, Q1 2024
Both (22)
Altimeter Capital Management LP, 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, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd
Only MELI (8)
ARK Investment Management LLC, Discovery Capital Management LLC, Maverick Capital Ltd, Quantbot Technologies LP, Renaissance Technologies LLC, Tybourne Capital Management HK Ltd, Whale Rock Capital Management LLC, Woodline Partners LP
Only GOOGL (36)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, and 11 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.