Holders over time
- DASH
- GOOG
| Quarter | DASH | GOOG |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 47 holders, $73.8bn |
| Q4 2020 | 21 holders, $5.5bn | 48 holders, $88.6bn |
| Q1 2021 | 17 holders, $6.4bn | 42 holders, $102bn |
| Q2 2021 | 22 holders, $11.4bn | 42 holders, $122bn |
| Q3 2021 | 20 holders, $14.7bn | 44 holders, $128bn |
| Q4 2021 | 22 holders, $10.9bn | 48 holders, $138bn |
| Q1 2022 | 16 holders, $7.9bn | 48 holders, $125bn |
| Q2 2022 | 16 holders, $3.5bn | 46 holders, $93.3bn |
| Q3 2022 | 18 holders, $2.2bn | 46 holders, $79.3bn |
| Q4 2022 | 14 holders, $2.7bn | 46 holders, $62.7bn |
| Q1 2023 | 19 holders, $3.6bn | 48 holders, $65.5bn |
| Q2 2023 | 24 holders, $5.1bn | 43 holders, $75.1bn |
| Q3 2023 | 27 holders, $6.0bn | 45 holders, $81.6bn |
| Q4 2023 | 28 holders, $7.2bn | 45 holders, $82.8bn |
| Q1 2024 | 37 holders, $10.1bn | 46 holders, $83.4bn |
| Q2 2024 | 31 holders, $8.5bn | 45 holders, $98.4bn |
| Q3 2024 | 40 holders, $12.5bn | 48 holders, $86.1bn |
| Q4 2024 | 45 holders, $14.9bn | 49 holders, $94.5bn |
| Q1 2025 | 38 holders, $13.5bn | 53 holders, $72.6bn |
| Q2 2025 | 46 holders, $17.5bn | 50 holders, $77.5bn |
| Q3 2025 | 43 holders, $18.9bn | 49 holders, $107bn |
| Q4 2025 | 37 holders, $19.6bn | 54 holders, $152bn |
| Q1 2026 | 35 holders, $12.9bn | 56 holders, $148bn |
| Q2 2026 | 24 holders, $16.0bn | 53 holders, $194bn |
Doordash Inc
- Holders
- 31
- Reported value
- $8.5bn
- Buyers
- 19
- Sellers
- 16
Breadth +3 among 94 comparable managers.
Alphabet Inc
- Holders
- 45
- Reported value
- $98.4bn
- Buyers
- 15
- Sellers
- 30
Breadth -15 among 94 comparable managers.
Who holds both, Q2 2024
Both (17)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Wellington Management Group LLP
Only DASH (14)
Bridgewater Associates LP, Dragoneer Investment Group LLC, Hudson Bay Capital Management LP, Maverick Capital Ltd, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP
Only GOOG (28)
AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, and 3 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.