Holders over time
- MELI
- GOOGL
| Quarter | MELI | GOOGL |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 52 holders, $65.2bn |
| Q4 2020 | 26 holders, $23.4bn | 57 holders, $83.4bn |
| Q1 2021 | 21 holders, $20.5bn | 56 holders, $96.9bn |
| Q2 2021 | 24 holders, $20.6bn | 59 holders, $113bn |
| Q3 2021 | 24 holders, $22.8bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $18.1bn | 56 holders, $130bn |
| Q1 2022 | 18 holders, $13.8bn | 56 holders, $117bn |
| Q2 2022 | 18 holders, $7.0bn | 49 holders, $88.7bn |
| Q3 2022 | 26 holders, $9.9bn | 53 holders, $76.8bn |
| Q4 2022 | 23 holders, $9.9bn | 55 holders, $122bn |
| Q1 2023 | 35 holders, $16.8bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $14.8bn | 55 holders, $93.0bn |
| Q3 2023 | 27 holders, $15.6bn | 59 holders, $103bn |
| Q4 2023 | 34 holders, $18.7bn | 57 holders, $105bn |
| Q1 2024 | 30 holders, $17.2bn | 58 holders, $112bn |
| Q2 2024 | 29 holders, $20.5bn | 56 holders, $132bn |
| Q3 2024 | 37 holders, $26.7bn | 58 holders, $119bn |
| Q4 2024 | 31 holders, $22.8bn | 58 holders, $141bn |
| Q1 2025 | 36 holders, $26.6bn | 61 holders, $106bn |
| Q2 2025 | 40 holders, $34.1bn | 57 holders, $117bn |
| Q3 2025 | 35 holders, $30.4bn | 61 holders, $174bn |
| Q4 2025 | 35 holders, $28.3bn | 62 holders, $236bn |
| Q1 2026 | 29 holders, $23.9bn | 65 holders, $233bn |
| Q2 2026 | 26 holders, $22.1bn | 64 holders, $309bn |
Mercadolibre Inc
- Holders
- 37
- Reported value
- $26.7bn
- Buyers
- 25
- Sellers
- 12
Breadth +13 among 94 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $119bn
- Buyers
- 28
- Sellers
- 28
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (34)
AllianceBernstein LP, Altimeter Capital Management LP, 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., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd
Only MELI (3)
ARK Investment Management LLC, Maverick Capital Ltd, Tybourne Capital Management HK Ltd
Only GOOGL (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Element 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, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, TCI Fund Management Ltd, Tiger Global Management LLC, Viking Global Investors LP
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.