Holders over time
- LULU
- AMZN
| Quarter | LULU | AMZN |
|---|---|---|
| Q3 2020 | 25 holders, $10.7bn | 63 holders, $195bn |
| Q4 2020 | 17 holders, $11.6bn | 65 holders, $198bn |
| Q1 2021 | 18 holders, $10.4bn | 65 holders, $193bn |
| Q2 2021 | 22 holders, $13.6bn | 66 holders, $221bn |
| Q3 2021 | 16 holders, $14.8bn | 59 holders, $199bn |
| Q4 2021 | 22 holders, $14.4bn | 66 holders, $209bn |
| Q1 2022 | 20 holders, $13.2bn | 66 holders, $201bn |
| Q2 2022 | 20 holders, $9.7bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $9.5bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $11.3bn | 56 holders, $93.6bn |
| Q1 2023 | 32 holders, $13.7bn | 61 holders, $112bn |
| Q2 2023 | 31 holders, $13.4bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $13.0bn | 65 holders, $141bn |
| Q4 2023 | 22 holders, $15.4bn | 69 holders, $172bn |
| Q1 2024 | 19 holders, $11.3bn | 69 holders, $209bn |
| Q2 2024 | 21 holders, $8.7bn | 70 holders, $224bn |
| Q3 2024 | 14 holders, $6.1bn | 62 holders, $206bn |
| Q4 2024 | 26 holders, $9.9bn | 68 holders, $250bn |
| Q1 2025 | 17 holders, $8.4bn | 70 holders, $218bn |
| Q2 2025 | 17 holders, $4.9bn | 71 holders, $253bn |
| Q3 2025 | 16 holders, $2.3bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $2.6bn | 74 holders, $280bn |
| Q1 2026 | 13 holders, $1.5bn | 70 holders, $261bn |
| Q2 2026 | 6 holders, $175m | 72 holders, $305bn |
Lululemon Athletica Inc
- Holders
- 14
- Reported value
- $6.1bn
- Buyers
- 10
- Sellers
- 6
Breadth +4 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 (13)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Maverick Capital Ltd, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Walleye Capital LLC
Only LULU (1)
Only AMZN (49)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, 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, and 24 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.