Holders over time
- BABA
- GOOG
| Quarter | BABA | GOOG |
|---|---|---|
| Q3 2020 | 56 holders, $71.2bn | 47 holders, $73.8bn |
| Q4 2020 | 46 holders, $50.4bn | 48 holders, $88.6bn |
| Q1 2021 | 46 holders, $44.4bn | 42 holders, $102bn |
| Q2 2021 | 41 holders, $36.2bn | 42 holders, $122bn |
| Q3 2021 | 32 holders, $16.9bn | 44 holders, $128bn |
| Q4 2021 | 29 holders, $9.5bn | 48 holders, $138bn |
| Q1 2022 | 24 holders, $7.6bn | 48 holders, $125bn |
| Q2 2022 | 31 holders, $7.3bn | 46 holders, $93.3bn |
| Q3 2022 | 27 holders, $5.6bn | 46 holders, $79.3bn |
| Q4 2022 | 32 holders, $5.5bn | 46 holders, $62.7bn |
| Q1 2023 | 40 holders, $7.7bn | 48 holders, $65.5bn |
| Q2 2023 | 30 holders, $6.0bn | 43 holders, $75.1bn |
| Q3 2023 | 31 holders, $5.9bn | 45 holders, $81.6bn |
| Q4 2023 | 30 holders, $5.5bn | 45 holders, $82.8bn |
| Q1 2024 | 26 holders, $5.3bn | 46 holders, $83.4bn |
| Q2 2024 | 29 holders, $4.6bn | 45 holders, $98.4bn |
| Q3 2024 | 32 holders, $7.5bn | 48 holders, $86.1bn |
| Q4 2024 | 27 holders, $4.5bn | 49 holders, $94.5bn |
| Q1 2025 | 33 holders, $10.9bn | 53 holders, $72.6bn |
| Q2 2025 | 20 holders, $5.3bn | 50 holders, $77.5bn |
| Q3 2025 | 28 holders, $9.1bn | 49 holders, $107bn |
| Q4 2025 | 26 holders, $6.6bn | 54 holders, $152bn |
| Q1 2026 | 21 holders, $4.8bn | 56 holders, $148bn |
| Q2 2026 | 20 holders, $2.6bn | 53 holders, $194bn |
Alibaba Group HLDG LTD
- Holders
- 32
- Reported value
- $7.5bn
- Buyers
- 21
- Sellers
- 12
Breadth +9 among 94 comparable managers.
Alphabet Inc
- Holders
- 48
- Reported value
- $86.1bn
- Buyers
- 21
- Sellers
- 24
Breadth -3 among 94 comparable managers.
Who holds both, Q3 2024
Both (22)
AllianceBernstein LP, Appaloosa LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only BABA (10)
Bridgewater Associates LP, Caxton Associates LLP, Discovery Capital Management LLC, Eisler Capital Management Ltd, Oaktree Capital Management LP, Schonfeld Strategic Advisors LLC, Scion Asset Management LLC, Verition Fund Management LLC, Walleye Capital LLC, Woodline Partners LP
Only GOOG (26)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Baupost Group LLC, Capital Research Global Investors, Citadel Advisors LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Markel Group Inc, MFS Investment Management, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Southeastern Asset Management Inc, Susquehanna International Group LLP, and 1 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.