Holders over time
- BABA
- GOOGL
| Quarter | BABA | GOOGL |
|---|---|---|
| Q3 2020 | 56 holders, $71.2bn | 52 holders, $65.2bn |
| Q4 2020 | 46 holders, $50.4bn | 57 holders, $83.4bn |
| Q1 2021 | 46 holders, $44.4bn | 56 holders, $96.9bn |
| Q2 2021 | 41 holders, $36.2bn | 59 holders, $113bn |
| Q3 2021 | 32 holders, $16.9bn | 59 holders, $123bn |
| Q4 2021 | 29 holders, $9.5bn | 56 holders, $130bn |
| Q1 2022 | 24 holders, $7.6bn | 56 holders, $117bn |
| Q2 2022 | 31 holders, $7.3bn | 49 holders, $88.7bn |
| Q3 2022 | 27 holders, $5.6bn | 53 holders, $76.8bn |
| Q4 2022 | 32 holders, $5.5bn | 55 holders, $122bn |
| Q1 2023 | 40 holders, $7.7bn | 54 holders, $79.8bn |
| Q2 2023 | 30 holders, $6.0bn | 55 holders, $93.0bn |
| Q3 2023 | 31 holders, $5.9bn | 59 holders, $103bn |
| Q4 2023 | 30 holders, $5.5bn | 57 holders, $105bn |
| Q1 2024 | 26 holders, $5.3bn | 58 holders, $112bn |
| Q2 2024 | 29 holders, $4.6bn | 56 holders, $132bn |
| Q3 2024 | 32 holders, $7.5bn | 58 holders, $119bn |
| Q4 2024 | 27 holders, $4.5bn | 58 holders, $141bn |
| Q1 2025 | 33 holders, $10.9bn | 61 holders, $106bn |
| Q2 2025 | 20 holders, $5.3bn | 57 holders, $117bn |
| Q3 2025 | 28 holders, $9.1bn | 61 holders, $174bn |
| Q4 2025 | 26 holders, $6.6bn | 62 holders, $236bn |
| Q1 2026 | 21 holders, $4.8bn | 65 holders, $233bn |
| Q2 2026 | 20 holders, $2.6bn | 64 holders, $309bn |
Alibaba Group HLDG LTD
- Holders
- 27
- Reported value
- $4.5bn
- Buyers
- 15
- Sellers
- 16
Breadth -1 among 94 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $141bn
- Buyers
- 24
- Sellers
- 31
Breadth -7 among 94 comparable managers.
Who holds both, Q4 2024
Both (21)
AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only BABA (6)
Appaloosa LP, Eisler Capital Management Ltd, Jane Street Group LLC, Renaissance Technologies LLC, Scion Asset Management LLC, Voloridge Investment Management LLC
Only GOOGL (37)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Pershing Square Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, and 12 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.