Holders over time
- DDOG
- AMZN
| Quarter | DDOG | AMZN |
|---|---|---|
| Q3 2020 | 20 holders, $5.5bn | 63 holders, $195bn |
| Q4 2020 | 24 holders, $5.9bn | 65 holders, $198bn |
| Q1 2021 | 18 holders, $4.5bn | 65 holders, $193bn |
| Q2 2021 | 25 holders, $6.3bn | 66 holders, $221bn |
| Q3 2021 | 31 holders, $8.7bn | 59 holders, $199bn |
| Q4 2021 | 41 holders, $11.4bn | 66 holders, $209bn |
| Q1 2022 | 39 holders, $9.9bn | 66 holders, $201bn |
| Q2 2022 | 30 holders, $4.9bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $4.3bn | 60 holders, $136bn |
| Q4 2022 | 19 holders, $3.0bn | 56 holders, $93.6bn |
| Q1 2023 | 22 holders, $2.8bn | 61 holders, $112bn |
| Q2 2023 | 29 holders, $4.5bn | 64 holders, $144bn |
| Q3 2023 | 21 holders, $4.4bn | 65 holders, $141bn |
| Q4 2023 | 34 holders, $6.1bn | 69 holders, $172bn |
| Q1 2024 | 39 holders, $7.4bn | 69 holders, $209bn |
| Q2 2024 | 37 holders, $7.1bn | 70 holders, $224bn |
| Q3 2024 | 32 holders, $5.8bn | 62 holders, $206bn |
| Q4 2024 | 27 holders, $7.8bn | 68 holders, $250bn |
| Q1 2025 | 24 holders, $5.1bn | 70 holders, $218bn |
| Q2 2025 | 38 holders, $8.2bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $9.2bn | 69 holders, $244bn |
| Q4 2025 | 24 holders, $8.9bn | 74 holders, $280bn |
| Q1 2026 | 30 holders, $7.6bn | 70 holders, $261bn |
| Q2 2026 | 32 holders, $17.5bn | 72 holders, $305bn |
Datadog Inc
- Holders
- 32
- Reported value
- $5.8bn
- Buyers
- 18
- Sellers
- 18
Breadth 0 among 94 comparable managers.
Amazon Com Inc
- Holders
- 62
- Reported value
- $206bn
- Buyers
- 20
- Sellers
- 43
Breadth -23 among 94 comparable managers.
Who holds both, Q3 2024
Both (25)
Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only DDOG (7)
Brevan Howard Capital Management LP, Dragoneer Investment Group LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Point72 Asset Management LP, Renaissance Technologies LLC, Two Sigma Investments LP
Only AMZN (37)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, and 12 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.