Holders over time
- LYFT
- AMZN
| Quarter | LYFT | AMZN |
|---|---|---|
| Q3 2020 | 14 holders, $2.0bn | 63 holders, $195bn |
| Q4 2020 | 16 holders, $3.8bn | 65 holders, $198bn |
| Q1 2021 | 21 holders, $5.0bn | 65 holders, $193bn |
| Q2 2021 | 16 holders, $4.6bn | 66 holders, $221bn |
| Q3 2021 | 13 holders, $4.1bn | 59 holders, $199bn |
| Q4 2021 | 14 holders, $3.3bn | 66 holders, $209bn |
| Q1 2022 | 14 holders, $2.7bn | 66 holders, $201bn |
| Q2 2022 | 13 holders, $783m | 58 holders, $125bn |
| Q3 2022 | 9 holders, $899m | 60 holders, $136bn |
| Q4 2022 | 7 holders, $750m | 56 holders, $93.6bn |
| Q1 2023 | 11 holders, $737m | 61 holders, $112bn |
| Q2 2023 | 10 holders, $814m | 64 holders, $144bn |
| Q3 2023 | 13 holders, $1.1bn | 65 holders, $141bn |
| Q4 2023 | 14 holders, $1.6bn | 69 holders, $172bn |
| Q1 2024 | 17 holders, $2.2bn | 69 holders, $209bn |
| Q2 2024 | 15 holders, $1.4bn | 70 holders, $224bn |
| Q3 2024 | 14 holders, $1.2bn | 62 holders, $206bn |
| Q4 2024 | 16 holders, $945m | 68 holders, $250bn |
| Q1 2025 | 13 holders, $720m | 70 holders, $218bn |
| Q2 2025 | 13 holders, $1.3bn | 71 holders, $253bn |
| Q3 2025 | 16 holders, $1.4bn | 69 holders, $244bn |
| Q4 2025 | 13 holders, $1.3bn | 74 holders, $280bn |
| Q1 2026 | 7 holders, $584m | 70 holders, $261bn |
| Q2 2026 | 4 holders, $444m | 72 holders, $305bn |
Lyft Inc
- Holders
- 14
- Reported value
- $1.2bn
- Buyers
- 8
- Sellers
- 5
Breadth +3 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 (11)
Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Glenview Capital Management LLC, Maverick Capital Ltd, Tudor Investment Corp, Verition Fund Management LLC
Only AMZN (51)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, 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, Eisler Capital Management Ltd, Element Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, and 26 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.