Holders over time
- MELI
- AMZN
| Quarter | MELI | AMZN |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 63 holders, $195bn |
| Q4 2020 | 26 holders, $23.4bn | 65 holders, $198bn |
| Q1 2021 | 21 holders, $20.5bn | 65 holders, $193bn |
| Q2 2021 | 24 holders, $20.6bn | 66 holders, $221bn |
| Q3 2021 | 24 holders, $22.8bn | 59 holders, $199bn |
| Q4 2021 | 21 holders, $18.1bn | 66 holders, $209bn |
| Q1 2022 | 18 holders, $13.8bn | 66 holders, $201bn |
| Q2 2022 | 18 holders, $7.0bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $9.9bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $9.9bn | 56 holders, $93.6bn |
| Q1 2023 | 35 holders, $16.8bn | 61 holders, $112bn |
| Q2 2023 | 27 holders, $14.8bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $15.6bn | 65 holders, $141bn |
| Q4 2023 | 34 holders, $18.7bn | 69 holders, $172bn |
| Q1 2024 | 30 holders, $17.2bn | 69 holders, $209bn |
| Q2 2024 | 29 holders, $20.5bn | 70 holders, $224bn |
| Q3 2024 | 37 holders, $26.7bn | 62 holders, $206bn |
| Q4 2024 | 31 holders, $22.8bn | 68 holders, $250bn |
| Q1 2025 | 36 holders, $26.6bn | 70 holders, $218bn |
| Q2 2025 | 40 holders, $34.1bn | 71 holders, $253bn |
| Q3 2025 | 35 holders, $30.4bn | 69 holders, $244bn |
| Q4 2025 | 35 holders, $28.3bn | 74 holders, $280bn |
| Q1 2026 | 29 holders, $23.9bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $22.1bn | 72 holders, $305bn |
Mercadolibre Inc
- Holders
- 37
- Reported value
- $26.7bn
- Buyers
- 25
- Sellers
- 12
Breadth +13 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 (32)
AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd
Only MELI (5)
ExodusPoint Capital Management LP, Holocene Advisors LP, Point72 Asset Management LP, Renaissance Technologies LLC, Two Sigma Investments LP
Only AMZN (30)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Berkshire Hathaway Inc, 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, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, and 5 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.