Holders over time
- DUOL
- AMZN
| Quarter | DUOL | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | none listed holders, n.a. | 65 holders, $198bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $193bn |
| Q2 2021 | none listed holders, n.a. | 66 holders, $221bn |
| Q3 2021 | 9 holders, $509m | 59 holders, $199bn |
| Q4 2021 | 5 holders, $465m | 66 holders, $209bn |
| Q1 2022 | 5 holders, $517m | 66 holders, $201bn |
| Q2 2022 | 6 holders, $585m | 58 holders, $125bn |
| Q3 2022 | 6 holders, $673m | 60 holders, $136bn |
| Q4 2022 | 3 holders, $531m | 56 holders, $93.6bn |
| Q1 2023 | 15 holders, $1.6bn | 61 holders, $112bn |
| Q2 2023 | 16 holders, $1.9bn | 64 holders, $144bn |
| Q3 2023 | 15 holders, $2.1bn | 65 holders, $141bn |
| Q4 2023 | 16 holders, $2.7bn | 69 holders, $172bn |
| Q1 2024 | 18 holders, $2.7bn | 69 holders, $209bn |
| Q2 2024 | 15 holders, $2.7bn | 70 holders, $224bn |
| Q3 2024 | 17 holders, $4.3bn | 62 holders, $206bn |
| Q4 2024 | 20 holders, $4.9bn | 68 holders, $250bn |
| Q1 2025 | 24 holders, $4.9bn | 70 holders, $218bn |
| Q2 2025 | 28 holders, $6.3bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $4.9bn | 69 holders, $244bn |
| Q4 2025 | 10 holders, $1.9bn | 74 holders, $280bn |
| Q1 2026 | 11 holders, $785m | 70 holders, $261bn |
| Q2 2026 | 8 holders, $1.1bn | 72 holders, $305bn |
Duolingo Inc
- Holders
- 17
- Reported value
- $4.3bn
- Buyers
- 11
- Sellers
- 6
Breadth +5 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 (12)
AllianceBernstein LP, Altimeter Capital Management LP, Artisan Partners LP, Baillie Gifford & Co, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd
Only DUOL (5)
Dragoneer Investment Group LLC, Durable Capital Partners LP, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP
Only AMZN (50)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., 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, Invesco Ltd, Jane Street Group LLC, and 25 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.