Holders over time
- MELI
- GOOG
| Quarter | MELI | GOOG |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 47 holders, $73.8bn |
| Q4 2020 | 26 holders, $23.4bn | 48 holders, $88.6bn |
| Q1 2021 | 21 holders, $20.5bn | 42 holders, $102bn |
| Q2 2021 | 24 holders, $20.6bn | 42 holders, $122bn |
| Q3 2021 | 24 holders, $22.8bn | 44 holders, $128bn |
| Q4 2021 | 21 holders, $18.1bn | 48 holders, $138bn |
| Q1 2022 | 18 holders, $13.8bn | 48 holders, $125bn |
| Q2 2022 | 18 holders, $7.0bn | 46 holders, $93.3bn |
| Q3 2022 | 26 holders, $9.9bn | 46 holders, $79.3bn |
| Q4 2022 | 23 holders, $9.9bn | 46 holders, $62.7bn |
| Q1 2023 | 35 holders, $16.8bn | 48 holders, $65.5bn |
| Q2 2023 | 27 holders, $14.8bn | 43 holders, $75.1bn |
| Q3 2023 | 27 holders, $15.6bn | 45 holders, $81.6bn |
| Q4 2023 | 34 holders, $18.7bn | 45 holders, $82.8bn |
| Q1 2024 | 30 holders, $17.2bn | 46 holders, $83.4bn |
| Q2 2024 | 29 holders, $20.5bn | 45 holders, $98.4bn |
| Q3 2024 | 37 holders, $26.7bn | 48 holders, $86.1bn |
| Q4 2024 | 31 holders, $22.8bn | 49 holders, $94.5bn |
| Q1 2025 | 36 holders, $26.6bn | 53 holders, $72.6bn |
| Q2 2025 | 40 holders, $34.1bn | 50 holders, $77.5bn |
| Q3 2025 | 35 holders, $30.4bn | 49 holders, $107bn |
| Q4 2025 | 35 holders, $28.3bn | 54 holders, $152bn |
| Q1 2026 | 29 holders, $23.9bn | 56 holders, $148bn |
| Q2 2026 | 26 holders, $22.1bn | 53 holders, $194bn |
Mercadolibre Inc
- Holders
- 37
- Reported value
- $26.7bn
- Buyers
- 25
- Sellers
- 12
Breadth +13 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 (22)
AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MELI (15)
Altimeter Capital Management LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Holocene Advisors LP, Maverick Capital Ltd, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Voloridge Investment Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd
Only GOOG (26)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, 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, Jane Street Group LLC, Markel Group Inc, MFS Investment Management, Pershing Square Capital Management LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, Southeastern Asset Management Inc, Squarepoint Ops LLC, Susquehanna International Group LLP, and 1 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.