Holders over time
- MELI
- GOOG
| Quarter | MELI | GOOG |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 47 holders, $73.8bn |
| Q4 2020 | 26 holders, $23.4bn | 48 holders, $88.6bn |
| Q1 2021 | 21 holders, $20.5bn | 42 holders, $102bn |
| Q2 2021 | 24 holders, $20.6bn | 42 holders, $122bn |
| Q3 2021 | 24 holders, $22.8bn | 44 holders, $128bn |
| Q4 2021 | 21 holders, $18.1bn | 48 holders, $138bn |
| Q1 2022 | 18 holders, $13.8bn | 48 holders, $125bn |
| Q2 2022 | 18 holders, $7.0bn | 46 holders, $93.3bn |
| Q3 2022 | 26 holders, $9.9bn | 46 holders, $79.3bn |
| Q4 2022 | 23 holders, $9.9bn | 46 holders, $62.7bn |
| Q1 2023 | 35 holders, $16.8bn | 48 holders, $65.5bn |
| Q2 2023 | 27 holders, $14.8bn | 43 holders, $75.1bn |
| Q3 2023 | 27 holders, $15.6bn | 45 holders, $81.6bn |
| Q4 2023 | 34 holders, $18.7bn | 45 holders, $82.8bn |
| Q1 2024 | 30 holders, $17.2bn | 46 holders, $83.4bn |
| Q2 2024 | 29 holders, $20.5bn | 45 holders, $98.4bn |
| Q3 2024 | 37 holders, $26.7bn | 48 holders, $86.1bn |
| Q4 2024 | 31 holders, $22.8bn | 49 holders, $94.5bn |
| Q1 2025 | 36 holders, $26.6bn | 53 holders, $72.6bn |
| Q2 2025 | 40 holders, $34.1bn | 50 holders, $77.5bn |
| Q3 2025 | 35 holders, $30.4bn | 49 holders, $107bn |
| Q4 2025 | 35 holders, $28.3bn | 54 holders, $152bn |
| Q1 2026 | 29 holders, $23.9bn | 56 holders, $148bn |
| Q2 2026 | 26 holders, $22.1bn | 53 holders, $194bn |
Mercadolibre Inc
- Holders
- 29
- Reported value
- $20.5bn
- Buyers
- 19
- Sellers
- 11
Breadth +8 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)
ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Wellington Management Group LLP
Only MELI (12)
Altimeter Capital Management LP, Bridgewater Associates LP, Eisler Capital Management Ltd, Maverick Capital Ltd, Point72 Asset Management LP, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Whale Rock Capital Management LLC, Winton Group Ltd
Only GOOG (28)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital 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, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Pershing Square Capital Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Southeastern Asset Management Inc, 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.