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TWLO · AMZN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

TWLOAMZN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • TWLO
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterTWLOAMZN
Q3 202025 holders, $5.5bn63 holders, $195bn
Q4 202026 holders, $7.0bn65 holders, $198bn
Q1 202130 holders, $8.7bn65 holders, $193bn
Q2 202123 holders, $11.4bn66 holders, $221bn
Q3 202128 holders, $9.2bn59 holders, $199bn
Q4 202118 holders, $9.2bn66 holders, $209bn
Q1 202218 holders, $6.1bn66 holders, $201bn
Q2 202212 holders, $2.8bn58 holders, $125bn
Q3 202214 holders, $2.0bn60 holders, $136bn
Q4 202213 holders, $1.5bn56 holders, $93.6bn
Q1 202313 holders, $1.8bn61 holders, $112bn
Q2 202310 holders, $1.8bn64 holders, $144bn
Q3 20237 holders, $1.4bn65 holders, $141bn
Q4 202316 holders, $2.0bn69 holders, $172bn
Q1 202412 holders, $1.4bn69 holders, $209bn
Q2 202414 holders, $1.4bn70 holders, $224bn
Q3 202415 holders, $1.5bn62 holders, $206bn
Q4 202430 holders, $2.5bn68 holders, $250bn
Q1 202521 holders, $1.7bn70 holders, $218bn
Q2 202518 holders, $2.0bn71 holders, $253bn
Q3 202513 holders, $1.7bn69 holders, $244bn
Q4 202520 holders, $3.4bn74 holders, $280bn
Q1 202618 holders, $2.7bn70 holders, $261bn
Q2 202618 holders, $4.0bn72 holders, $305bn
TWLO

Twilio Inc

Holders
15
Reported value
$1.5bn
Buyers
9
Sellers
6

Breadth +3 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
AMZN

Amazon Com Inc

Holders
62
Reported value
$206bn
Buyers
20
Sellers
43

Breadth -23 among 94 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q3 2024

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TWLO (4)

Brevan Howard Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Sachem Head Capital Management LP

Only AMZN (51)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, 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, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 26 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.

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