Holders over time
- MELI
- AMZN
| Quarter | MELI | AMZN |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 63 holders, $195bn |
| Q4 2020 | 26 holders, $23.4bn | 65 holders, $198bn |
| Q1 2021 | 21 holders, $20.5bn | 65 holders, $193bn |
| Q2 2021 | 24 holders, $20.6bn | 66 holders, $221bn |
| Q3 2021 | 24 holders, $22.8bn | 59 holders, $199bn |
| Q4 2021 | 21 holders, $18.1bn | 66 holders, $209bn |
| Q1 2022 | 18 holders, $13.8bn | 66 holders, $201bn |
| Q2 2022 | 18 holders, $7.0bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $9.9bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $9.9bn | 56 holders, $93.6bn |
| Q1 2023 | 35 holders, $16.8bn | 61 holders, $112bn |
| Q2 2023 | 27 holders, $14.8bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $15.6bn | 65 holders, $141bn |
| Q4 2023 | 34 holders, $18.7bn | 69 holders, $172bn |
| Q1 2024 | 30 holders, $17.2bn | 69 holders, $209bn |
| Q2 2024 | 29 holders, $20.5bn | 70 holders, $224bn |
| Q3 2024 | 37 holders, $26.7bn | 62 holders, $206bn |
| Q4 2024 | 31 holders, $22.8bn | 68 holders, $250bn |
| Q1 2025 | 36 holders, $26.6bn | 70 holders, $218bn |
| Q2 2025 | 40 holders, $34.1bn | 71 holders, $253bn |
| Q3 2025 | 35 holders, $30.4bn | 69 holders, $244bn |
| Q4 2025 | 35 holders, $28.3bn | 74 holders, $280bn |
| Q1 2026 | 29 holders, $23.9bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $22.1bn | 72 holders, $305bn |
Mercadolibre Inc
- Holders
- 29
- Reported value
- $20.5bn
- Buyers
- 19
- Sellers
- 11
Breadth +8 among 94 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $224bn
- Buyers
- 35
- Sellers
- 31
Breadth +4 among 94 comparable managers.
Who holds both, Q2 2024
Both (28)
Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd
Only MELI (1)
Only AMZN (42)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, and 17 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.