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PDD · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PDD
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterPDDGOOGL
Q3 202013 holders, $5.6bn52 holders, $65.2bn
Q4 202023 holders, $15.9bn57 holders, $83.4bn
Q1 202122 holders, $10.6bn56 holders, $96.9bn
Q2 202118 holders, $10.1bn59 holders, $113bn
Q3 202117 holders, $8.3bn59 holders, $123bn
Q4 202117 holders, $5.6bn56 holders, $130bn
Q1 202216 holders, $3.4bn56 holders, $117bn
Q2 202221 holders, $4.4bn49 holders, $88.7bn
Q3 202223 holders, $5.1bn53 holders, $76.8bn
Q4 202226 holders, $6.0bn55 holders, $122bn
Q1 202323 holders, $4.5bn54 holders, $79.8bn
Q2 202322 holders, $4.9bn55 holders, $93.0bn
Q3 202322 holders, $8.2bn59 holders, $103bn
Q4 202332 holders, $13.7bn57 holders, $105bn
Q1 202425 holders, $10.2bn58 holders, $112bn
Q2 202432 holders, $13.6bn56 holders, $132bn
Q3 202430 holders, $12.8bn58 holders, $119bn
Q4 202424 holders, $9.5bn58 holders, $141bn
Q1 202522 holders, $12.3bn61 holders, $106bn
Q2 202516 holders, $7.4bn57 holders, $117bn
Q3 202523 holders, $10.8bn61 holders, $174bn
Q4 202516 holders, $9.9bn62 holders, $236bn
Q1 202614 holders, $7.2bn65 holders, $233bn
Q2 20268 holders, $4.8bn64 holders, $309bn
PDD

PDD Holdings Inc

Holders
25
Reported value
$10.2bn
Buyers
15
Sellers
15

Breadth 0 among 93 comparable managers.

GOOGL

Alphabet Inc

Holders
58
Reported value
$112bn
Buyers
28
Sellers
30

Breadth -2 among 93 comparable managers.

Who holds both, Q1 2024

Among the 61 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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