Holders over time
- BABA
- GOOGL
| Quarter | BABA | GOOGL |
|---|---|---|
| Q3 2020 | 56 holders, $71.2bn | 52 holders, $65.2bn |
| Q4 2020 | 46 holders, $50.4bn | 57 holders, $83.4bn |
| Q1 2021 | 46 holders, $44.4bn | 56 holders, $96.9bn |
| Q2 2021 | 41 holders, $36.2bn | 59 holders, $113bn |
| Q3 2021 | 32 holders, $16.9bn | 59 holders, $123bn |
| Q4 2021 | 29 holders, $9.5bn | 56 holders, $130bn |
| Q1 2022 | 24 holders, $7.6bn | 56 holders, $117bn |
| Q2 2022 | 31 holders, $7.3bn | 49 holders, $88.7bn |
| Q3 2022 | 27 holders, $5.6bn | 53 holders, $76.8bn |
| Q4 2022 | 32 holders, $5.5bn | 55 holders, $122bn |
| Q1 2023 | 40 holders, $7.7bn | 54 holders, $79.8bn |
| Q2 2023 | 30 holders, $6.0bn | 55 holders, $93.0bn |
| Q3 2023 | 31 holders, $5.9bn | 59 holders, $103bn |
| Q4 2023 | 30 holders, $5.5bn | 57 holders, $105bn |
| Q1 2024 | 26 holders, $5.3bn | 58 holders, $112bn |
| Q2 2024 | 29 holders, $4.6bn | 56 holders, $132bn |
| Q3 2024 | 32 holders, $7.5bn | 58 holders, $119bn |
| Q4 2024 | 27 holders, $4.5bn | 58 holders, $141bn |
| Q1 2025 | 33 holders, $10.9bn | 61 holders, $106bn |
| Q2 2025 | 20 holders, $5.3bn | 57 holders, $117bn |
| Q3 2025 | 28 holders, $9.1bn | 61 holders, $174bn |
| Q4 2025 | 26 holders, $6.6bn | 62 holders, $236bn |
| Q1 2026 | 21 holders, $4.8bn | 65 holders, $233bn |
| Q2 2026 | 20 holders, $2.6bn | 64 holders, $309bn |
Alibaba Group HLDG LTD
- Holders
- 32
- Reported value
- $7.5bn
- Buyers
- 21
- Sellers
- 12
Breadth +9 among 94 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $119bn
- Buyers
- 28
- Sellers
- 28
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (25)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, 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, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only BABA (7)
Appaloosa LP, Caxton Associates LLP, Discovery Capital Management LLC, Oaktree Capital Management LP, Scion Asset Management LLC, Walleye Capital LLC, Woodline Partners LP
Only GOOGL (33)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Susquehanna International Group LLP, TCI Fund Management Ltd, and 8 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.