Holders over time
- NTES
- GOOGL
| Quarter | NTES | GOOGL |
|---|---|---|
| Q3 2020 | 21 holders, $4.2bn | 52 holders, $65.2bn |
| Q4 2020 | 15 holders, $3.5bn | 57 holders, $83.4bn |
| Q1 2021 | 14 holders, $4.1bn | 56 holders, $96.9bn |
| Q2 2021 | 18 holders, $4.8bn | 59 holders, $113bn |
| Q3 2021 | 16 holders, $3.0bn | 59 holders, $123bn |
| Q4 2021 | 14 holders, $3.7bn | 56 holders, $130bn |
| Q1 2022 | 11 holders, $2.7bn | 56 holders, $117bn |
| Q2 2022 | 12 holders, $3.2bn | 49 holders, $88.7bn |
| Q3 2022 | 9 holders, $2.1bn | 53 holders, $76.8bn |
| Q4 2022 | 9 holders, $1.9bn | 55 holders, $122bn |
| Q1 2023 | 7 holders, $2.2bn | 54 holders, $79.8bn |
| Q2 2023 | 10 holders, $2.0bn | 55 holders, $93.0bn |
| Q3 2023 | 8 holders, $1.4bn | 59 holders, $103bn |
| Q4 2023 | 13 holders, $1.4bn | 57 holders, $105bn |
| Q1 2024 | 12 holders, $929m | 58 holders, $112bn |
| Q2 2024 | 14 holders, $907m | 56 holders, $132bn |
| Q3 2024 | 11 holders, $943m | 58 holders, $119bn |
| Q4 2024 | 11 holders, $1.2bn | 58 holders, $141bn |
| Q1 2025 | 10 holders, $1.6bn | 61 holders, $106bn |
| Q2 2025 | 9 holders, $1.5bn | 57 holders, $117bn |
| Q3 2025 | 7 holders, $1.4bn | 61 holders, $174bn |
| Q4 2025 | 6 holders, $1.1bn | 62 holders, $236bn |
| Q1 2026 | 8 holders, $825m | 65 holders, $233bn |
| Q2 2026 | 7 holders, $945m | 64 holders, $309bn |
Netease Com Inc
- Holders
- 11
- Reported value
- $943m
- Buyers
- 8
- Sellers
- 3
Breadth +5 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 (10)
Artisan Partners LP, Capital World Investors, Coatue Management LLC, Dodge & Cox, Man Group PLC, MFS Investment Management, Polen Capital Management LLC, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only NTES (1)
Only GOOGL (48)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, and 23 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.