Holders over time
- MDB
- AMZN
| Quarter | MDB | AMZN |
|---|---|---|
| Q3 2020 | 15 holders, $4.8bn | 63 holders, $195bn |
| Q4 2020 | 21 holders, $7.6bn | 65 holders, $198bn |
| Q1 2021 | 27 holders, $5.5bn | 65 holders, $193bn |
| Q2 2021 | 22 holders, $8.3bn | 66 holders, $221bn |
| Q3 2021 | 22 holders, $11.4bn | 59 holders, $199bn |
| Q4 2021 | 23 holders, $13.0bn | 66 holders, $209bn |
| Q1 2022 | 26 holders, $10.9bn | 66 holders, $201bn |
| Q2 2022 | 25 holders, $6.4bn | 58 holders, $125bn |
| Q3 2022 | 20 holders, $5.0bn | 60 holders, $136bn |
| Q4 2022 | 22 holders, $4.3bn | 56 holders, $93.6bn |
| Q1 2023 | 18 holders, $5.3bn | 61 holders, $112bn |
| Q2 2023 | 31 holders, $8.2bn | 64 holders, $144bn |
| Q3 2023 | 32 holders, $6.5bn | 65 holders, $141bn |
| Q4 2023 | 28 holders, $7.1bn | 69 holders, $172bn |
| Q1 2024 | 22 holders, $5.7bn | 69 holders, $209bn |
| Q2 2024 | 25 holders, $4.3bn | 70 holders, $224bn |
| Q3 2024 | 17 holders, $3.9bn | 62 holders, $206bn |
| Q4 2024 | 22 holders, $2.4bn | 68 holders, $250bn |
| Q1 2025 | 19 holders, $1.3bn | 70 holders, $218bn |
| Q2 2025 | 30 holders, $2.1bn | 71 holders, $253bn |
| Q3 2025 | 31 holders, $4.6bn | 69 holders, $244bn |
| Q4 2025 | 34 holders, $7.3bn | 74 holders, $280bn |
| Q1 2026 | 31 holders, $3.9bn | 70 holders, $261bn |
| Q2 2026 | 23 holders, $4.4bn | 72 holders, $305bn |
Mongodb Inc
- Holders
- 17
- Reported value
- $3.9bn
- Buyers
- 9
- Sellers
- 11
Breadth -2 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 (15)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Moore Capital Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only MDB (2)
Only AMZN (47)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, 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, Janus Henderson Group Ltd, and 22 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.