Holders over time
- ABNB
- AMZN
| Quarter | ABNB | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | 18 holders, $4.8bn | 65 holders, $198bn |
| Q1 2021 | 16 holders, $4.4bn | 65 holders, $193bn |
| Q2 2021 | 32 holders, $8.7bn | 66 holders, $221bn |
| Q3 2021 | 28 holders, $12.6bn | 59 holders, $199bn |
| Q4 2021 | 23 holders, $13.8bn | 66 holders, $209bn |
| Q1 2022 | 29 holders, $16.4bn | 66 holders, $201bn |
| Q2 2022 | 23 holders, $8.8bn | 58 holders, $125bn |
| Q3 2022 | 21 holders, $9.9bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $8.5bn | 56 holders, $93.6bn |
| Q1 2023 | 21 holders, $11.7bn | 61 holders, $112bn |
| Q2 2023 | 21 holders, $13.9bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $13.5bn | 65 holders, $141bn |
| Q4 2023 | 16 holders, $11.7bn | 69 holders, $172bn |
| Q1 2024 | 24 holders, $14.7bn | 69 holders, $209bn |
| Q2 2024 | 30 holders, $11.1bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $9.3bn | 62 holders, $206bn |
| Q4 2024 | 27 holders, $9.3bn | 68 holders, $250bn |
| Q1 2025 | 30 holders, $8.8bn | 70 holders, $218bn |
| Q2 2025 | 34 holders, $10.0bn | 71 holders, $253bn |
| Q3 2025 | 32 holders, $9.3bn | 69 holders, $244bn |
| Q4 2025 | 35 holders, $12.2bn | 74 holders, $280bn |
| Q1 2026 | 38 holders, $11.7bn | 70 holders, $261bn |
| Q2 2026 | 29 holders, $13.1bn | 72 holders, $305bn |
Airbnb Inc
- Holders
- 27
- Reported value
- $9.3bn
- Buyers
- 18
- Sellers
- 10
Breadth +8 among 94 comparable managers.
Amazon Com Inc
- Holders
- 68
- Reported value
- $250bn
- Buyers
- 35
- Sellers
- 31
Breadth +4 among 94 comparable managers.
Who holds both, Q4 2024
Both (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Markel Group Inc, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only ABNB (6)
Akre Capital Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, PDT Partners LLC, Renaissance Technologies LLC
Only AMZN (47)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, and 22 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.