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MELI · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MELI
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterMELIGOOGL
Q3 202031 holders, $15.7bn52 holders, $65.2bn
Q4 202026 holders, $23.4bn57 holders, $83.4bn
Q1 202121 holders, $20.5bn56 holders, $96.9bn
Q2 202124 holders, $20.6bn59 holders, $113bn
Q3 202124 holders, $22.8bn59 holders, $123bn
Q4 202121 holders, $18.1bn56 holders, $130bn
Q1 202218 holders, $13.8bn56 holders, $117bn
Q2 202218 holders, $7.0bn49 holders, $88.7bn
Q3 202226 holders, $9.9bn53 holders, $76.8bn
Q4 202223 holders, $9.9bn55 holders, $122bn
Q1 202335 holders, $16.8bn54 holders, $79.8bn
Q2 202327 holders, $14.8bn55 holders, $93.0bn
Q3 202327 holders, $15.6bn59 holders, $103bn
Q4 202334 holders, $18.7bn57 holders, $105bn
Q1 202430 holders, $17.2bn58 holders, $112bn
Q2 202429 holders, $20.5bn56 holders, $132bn
Q3 202437 holders, $26.7bn58 holders, $119bn
Q4 202431 holders, $22.8bn58 holders, $141bn
Q1 202536 holders, $26.6bn61 holders, $106bn
Q2 202540 holders, $34.1bn57 holders, $117bn
Q3 202535 holders, $30.4bn61 holders, $174bn
Q4 202535 holders, $28.3bn62 holders, $236bn
Q1 202629 holders, $23.9bn65 holders, $233bn
Q2 202626 holders, $22.1bn64 holders, $309bn
MELI

Mercadolibre Inc

Holders
29
Reported value
$20.5bn
Buyers
19
Sellers
11

Breadth +8 among 94 comparable managers.

GOOGL

Alphabet Inc

Holders
56
Reported value
$132bn
Buyers
23
Sellers
34

Breadth -11 among 94 comparable managers.

Who holds both, Q2 2024

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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