Holders over time
- MDB
- MSFT
| Quarter | MDB | MSFT |
|---|---|---|
| Q3 2020 | 15 holders, $4.8bn | 63 holders, $218bn |
| Q4 2020 | 21 holders, $7.6bn | 66 holders, $228bn |
| Q1 2021 | 27 holders, $5.5bn | 65 holders, $241bn |
| Q2 2021 | 22 holders, $8.3bn | 62 holders, $273bn |
| Q3 2021 | 22 holders, $11.4bn | 64 holders, $283bn |
| Q4 2021 | 23 holders, $13.0bn | 65 holders, $336bn |
| Q1 2022 | 26 holders, $10.9bn | 63 holders, $297bn |
| Q2 2022 | 25 holders, $6.4bn | 67 holders, $245bn |
| Q3 2022 | 20 holders, $5.0bn | 68 holders, $216bn |
| Q4 2022 | 22 holders, $4.3bn | 62 holders, $217bn |
| Q1 2023 | 18 holders, $5.3bn | 65 holders, $254bn |
| Q2 2023 | 31 holders, $8.2bn | 69 holders, $304bn |
| Q3 2023 | 32 holders, $6.5bn | 71 holders, $281bn |
| Q4 2023 | 28 holders, $7.1bn | 66 holders, $333bn |
| Q1 2024 | 22 holders, $5.7bn | 68 holders, $361bn |
| Q2 2024 | 25 holders, $4.3bn | 67 holders, $374bn |
| Q3 2024 | 17 holders, $3.9bn | 69 holders, $356bn |
| Q4 2024 | 22 holders, $2.4bn | 70 holders, $338bn |
| Q1 2025 | 19 holders, $1.3bn | 67 holders, $294bn |
| Q2 2025 | 30 holders, $2.1bn | 65 holders, $401bn |
| Q3 2025 | 31 holders, $4.6bn | 70 holders, $427bn |
| Q4 2025 | 34 holders, $7.3bn | 68 holders, $411bn |
| Q1 2026 | 31 holders, $3.9bn | 64 holders, $312bn |
| Q2 2026 | 23 holders, $4.4bn | 60 holders, $291bn |
Mongodb Inc
- Holders
- 25
- Reported value
- $4.3bn
- Buyers
- 18
- Sellers
- 10
Breadth +8 among 94 comparable managers.
Microsoft Corp
- Holders
- 67
- Reported value
- $374bn
- Buyers
- 27
- Sellers
- 38
Breadth -11 among 94 comparable managers.
Who holds both, Q2 2024
Both (24)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd, Woodline Partners LP
Only MDB (1)
Only MSFT (43)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, and 18 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.