Holders over time
- JD
- GOOG
| Quarter | JD | GOOG |
|---|---|---|
| Q3 2020 | 32 holders, $13.5bn | 47 holders, $73.8bn |
| Q4 2020 | 34 holders, $14.7bn | 48 holders, $88.6bn |
| Q1 2021 | 23 holders, $12.7bn | 42 holders, $102bn |
| Q2 2021 | 25 holders, $12.2bn | 42 holders, $122bn |
| Q3 2021 | 19 holders, $10.7bn | 44 holders, $128bn |
| Q4 2021 | 19 holders, $9.8bn | 48 holders, $138bn |
| Q1 2022 | 16 holders, $6.5bn | 48 holders, $125bn |
| Q2 2022 | 23 holders, $6.8bn | 46 holders, $93.3bn |
| Q3 2022 | 24 holders, $5.1bn | 46 holders, $79.3bn |
| Q4 2022 | 21 holders, $5.1bn | 46 holders, $62.7bn |
| Q1 2023 | 21 holders, $3.3bn | 48 holders, $65.5bn |
| Q2 2023 | 20 holders, $2.5bn | 43 holders, $75.1bn |
| Q3 2023 | 19 holders, $2.0bn | 45 holders, $81.6bn |
| Q4 2023 | 20 holders, $2.5bn | 45 holders, $82.8bn |
| Q1 2024 | 17 holders, $2.4bn | 46 holders, $83.4bn |
| Q2 2024 | 15 holders, $1.4bn | 45 holders, $98.4bn |
| Q3 2024 | 27 holders, $4.9bn | 48 holders, $86.1bn |
| Q4 2024 | 27 holders, $3.9bn | 49 holders, $94.5bn |
| Q1 2025 | 20 holders, $4.3bn | 53 holders, $72.6bn |
| Q2 2025 | 11 holders, $1.7bn | 50 holders, $77.5bn |
| Q3 2025 | 10 holders, $1.8bn | 49 holders, $107bn |
| Q4 2025 | 3 holders, $479m | 54 holders, $152bn |
| Q1 2026 | 7 holders, $870m | 56 holders, $148bn |
| Q2 2026 | 6 holders, $561m | 53 holders, $194bn |
Jd.com Inc
- Holders
- 15
- Reported value
- $1.4bn
- Buyers
- 14
- Sellers
- 1
Breadth +13 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 (7)
Appaloosa LP, Coatue Management LLC, Dodge & Cox, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Schonfeld Strategic Advisors LLC
Only JD (8)
Oaktree Capital Management LP, Point72 Asset Management LP, Scion Asset Management LLC, Soros Fund Management LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only GOOG (38)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., 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, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, and 13 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.