Holders over time
- JD
- GOOG
| Quarter | JD | GOOG |
|---|---|---|
| Q3 2020 | 32 holders, $13.5bn | 47 holders, $73.8bn |
| Q4 2020 | 34 holders, $14.7bn | 48 holders, $88.6bn |
| Q1 2021 | 23 holders, $12.7bn | 42 holders, $102bn |
| Q2 2021 | 25 holders, $12.2bn | 42 holders, $122bn |
| Q3 2021 | 19 holders, $10.7bn | 44 holders, $128bn |
| Q4 2021 | 19 holders, $9.8bn | 48 holders, $138bn |
| Q1 2022 | 16 holders, $6.5bn | 48 holders, $125bn |
| Q2 2022 | 23 holders, $6.8bn | 46 holders, $93.3bn |
| Q3 2022 | 24 holders, $5.1bn | 46 holders, $79.3bn |
| Q4 2022 | 21 holders, $5.1bn | 46 holders, $62.7bn |
| Q1 2023 | 21 holders, $3.3bn | 48 holders, $65.5bn |
| Q2 2023 | 20 holders, $2.5bn | 43 holders, $75.1bn |
| Q3 2023 | 19 holders, $2.0bn | 45 holders, $81.6bn |
| Q4 2023 | 20 holders, $2.5bn | 45 holders, $82.8bn |
| Q1 2024 | 17 holders, $2.4bn | 46 holders, $83.4bn |
| Q2 2024 | 15 holders, $1.4bn | 45 holders, $98.4bn |
| Q3 2024 | 27 holders, $4.9bn | 48 holders, $86.1bn |
| Q4 2024 | 27 holders, $3.9bn | 49 holders, $94.5bn |
| Q1 2025 | 20 holders, $4.3bn | 53 holders, $72.6bn |
| Q2 2025 | 11 holders, $1.7bn | 50 holders, $77.5bn |
| Q3 2025 | 10 holders, $1.8bn | 49 holders, $107bn |
| Q4 2025 | 3 holders, $479m | 54 holders, $152bn |
| Q1 2026 | 7 holders, $870m | 56 holders, $148bn |
| Q2 2026 | 6 holders, $561m | 53 holders, $194bn |
Jd.com Inc
- Holders
- 27
- Reported value
- $4.9bn
- Buyers
- 23
- Sellers
- 4
Breadth +19 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 (14)
Appaloosa LP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Soros Fund Management LLC
Only JD (13)
Balyasny Asset Management LLC, Discovery Capital Management LLC, Oaktree Capital Management LP, Schonfeld Strategic Advisors LLC, Scion Asset Management LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Woodline Partners LP
Only GOOG (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, and 9 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.