Holders over time
- PDD
- AMZN
| Quarter | PDD | AMZN |
|---|---|---|
| Q3 2020 | 13 holders, $5.6bn | 63 holders, $195bn |
| Q4 2020 | 23 holders, $15.9bn | 65 holders, $198bn |
| Q1 2021 | 22 holders, $10.6bn | 65 holders, $193bn |
| Q2 2021 | 18 holders, $10.1bn | 66 holders, $221bn |
| Q3 2021 | 17 holders, $8.3bn | 59 holders, $199bn |
| Q4 2021 | 17 holders, $5.6bn | 66 holders, $209bn |
| Q1 2022 | 16 holders, $3.4bn | 66 holders, $201bn |
| Q2 2022 | 21 holders, $4.4bn | 58 holders, $125bn |
| Q3 2022 | 23 holders, $5.1bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $6.0bn | 56 holders, $93.6bn |
| Q1 2023 | 23 holders, $4.5bn | 61 holders, $112bn |
| Q2 2023 | 22 holders, $4.9bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $8.2bn | 65 holders, $141bn |
| Q4 2023 | 32 holders, $13.7bn | 69 holders, $172bn |
| Q1 2024 | 25 holders, $10.2bn | 69 holders, $209bn |
| Q2 2024 | 32 holders, $13.6bn | 70 holders, $224bn |
| Q3 2024 | 30 holders, $12.8bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $9.5bn | 68 holders, $250bn |
| Q1 2025 | 22 holders, $12.3bn | 70 holders, $218bn |
| Q2 2025 | 16 holders, $7.4bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $10.8bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $9.9bn | 74 holders, $280bn |
| Q1 2026 | 14 holders, $7.2bn | 70 holders, $261bn |
| Q2 2026 | 8 holders, $4.8bn | 72 holders, $305bn |
PDD Holdings Inc
- Holders
- 30
- Reported value
- $12.8bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 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 (26)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC
Only PDD (4)
Dragoneer Investment Group LLC, Oaktree Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC
Only AMZN (36)
Altimeter Capital Management LP, ARK Investment Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, 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, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 11 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.