Holders over time
- APP
- GOOGL
| Quarter | APP | GOOGL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 52 holders, $65.2bn |
| Q4 2020 | none listed holders, n.a. | 57 holders, $83.4bn |
| Q1 2021 | none listed holders, n.a. | 56 holders, $96.9bn |
| Q2 2021 | 4 holders, $153m | 59 holders, $113bn |
| Q3 2021 | 4 holders, $124m | 59 holders, $123bn |
| Q4 2021 | 6 holders, $223m | 56 holders, $130bn |
| Q1 2022 | 5 holders, $123m | 56 holders, $117bn |
| Q2 2022 | 3 holders, $61m | 49 holders, $88.7bn |
| Q3 2022 | 2 holders, $115m | 53 holders, $76.8bn |
| Q4 2022 | 5 holders, $101m | 55 holders, $122bn |
| Q1 2023 | 6 holders, $92m | 54 holders, $79.8bn |
| Q2 2023 | 9 holders, $128m | 55 holders, $93.0bn |
| Q3 2023 | 11 holders, $310m | 59 holders, $103bn |
| Q4 2023 | 10 holders, $330m | 57 holders, $105bn |
| Q1 2024 | 15 holders, $1.4bn | 58 holders, $112bn |
| Q2 2024 | 17 holders, $1.8bn | 56 holders, $132bn |
| Q3 2024 | 23 holders, $3.9bn | 58 holders, $119bn |
| Q4 2024 | 36 holders, $16.5bn | 58 holders, $141bn |
| Q1 2025 | 34 holders, $13.9bn | 61 holders, $106bn |
| Q2 2025 | 44 holders, $20.5bn | 57 holders, $117bn |
| Q3 2025 | 36 holders, $37.9bn | 61 holders, $174bn |
| Q4 2025 | 34 holders, $38.0bn | 62 holders, $236bn |
| Q1 2026 | 27 holders, $23.3bn | 65 holders, $233bn |
| Q2 2026 | 22 holders, $29.1bn | 64 holders, $309bn |
Applovin Corp
- Holders
- 17
- Reported value
- $1.8bn
- Buyers
- 15
- Sellers
- 2
Breadth +13 among 94 comparable managers.
Alphabet Inc
- Holders
- 56
- Reported value
- $132bn
- Buyers
- 23
- Sellers
- 34
Breadth -11 among 94 comparable managers.
Who holds both, Q2 2024
Both (11)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Janus Henderson Group Ltd, Moore Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Whale Rock Capital Management LLC
Only APP (6)
Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Lone Pine Capital LLC, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only GOOGL (45)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, and 20 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.