Holders over time
- UBER
- AMZN
| Quarter | UBER | AMZN |
|---|---|---|
| Q3 2020 | 23 holders, $8.2bn | 63 holders, $195bn |
| Q4 2020 | 36 holders, $14.1bn | 65 holders, $198bn |
| Q1 2021 | 37 holders, $16.1bn | 65 holders, $193bn |
| Q2 2021 | 38 holders, $15.1bn | 66 holders, $221bn |
| Q3 2021 | 40 holders, $14.4bn | 59 holders, $199bn |
| Q4 2021 | 38 holders, $12.2bn | 66 holders, $209bn |
| Q1 2022 | 31 holders, $8.7bn | 66 holders, $201bn |
| Q2 2022 | 28 holders, $5.1bn | 58 holders, $125bn |
| Q3 2022 | 33 holders, $7.9bn | 60 holders, $136bn |
| Q4 2022 | 30 holders, $7.3bn | 56 holders, $93.6bn |
| Q1 2023 | 27 holders, $9.6bn | 61 holders, $112bn |
| Q2 2023 | 41 holders, $15.5bn | 64 holders, $144bn |
| Q3 2023 | 41 holders, $18.2bn | 65 holders, $141bn |
| Q4 2023 | 38 holders, $23.6bn | 69 holders, $172bn |
| Q1 2024 | 44 holders, $29.5bn | 69 holders, $209bn |
| Q2 2024 | 47 holders, $27.0bn | 70 holders, $224bn |
| Q3 2024 | 40 holders, $27.4bn | 62 holders, $206bn |
| Q4 2024 | 42 holders, $19.8bn | 68 holders, $250bn |
| Q1 2025 | 37 holders, $23.9bn | 70 holders, $218bn |
| Q2 2025 | 42 holders, $30.3bn | 71 holders, $253bn |
| Q3 2025 | 38 holders, $29.3bn | 69 holders, $244bn |
| Q4 2025 | 40 holders, $23.1bn | 74 holders, $280bn |
| Q1 2026 | 36 holders, $20.0bn | 70 holders, $261bn |
| Q2 2026 | 34 holders, $21.3bn | 72 holders, $305bn |
Uber Technologies Inc
- Holders
- 47
- Reported value
- $27.0bn
- Buyers
- 32
- Sellers
- 14
Breadth +18 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 (46)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Third Point LLC, Tiger Global Management LLC, Two Sigma Advisers LP, and 6 more
Only UBER (1)
Only AMZN (24)
Acadian Asset Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, D1 Capital Partners LP, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Harris Associates LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Susquehanna International Group LLP, Tudor Investment Corp, Tybourne Capital Management HK Ltd, Viking Global Investors LP, Walleye Capital LLC, Whale Rock Capital Management LLC
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.