Holders over time
- CRWD
- AMZN
| Quarter | CRWD | AMZN |
|---|---|---|
| Q3 2020 | 26 holders, $5.4bn | 63 holders, $195bn |
| Q4 2020 | 34 holders, $8.6bn | 65 holders, $198bn |
| Q1 2021 | 32 holders, $6.5bn | 65 holders, $193bn |
| Q2 2021 | 31 holders, $9.3bn | 66 holders, $221bn |
| Q3 2021 | 31 holders, $8.5bn | 59 holders, $199bn |
| Q4 2021 | 30 holders, $5.8bn | 66 holders, $209bn |
| Q1 2022 | 35 holders, $6.6bn | 66 holders, $201bn |
| Q2 2022 | 31 holders, $4.8bn | 58 holders, $125bn |
| Q3 2022 | 34 holders, $3.5bn | 60 holders, $136bn |
| Q4 2022 | 25 holders, $2.4bn | 56 holders, $93.6bn |
| Q1 2023 | 25 holders, $2.3bn | 61 holders, $112bn |
| Q2 2023 | 18 holders, $1.9bn | 64 holders, $144bn |
| Q3 2023 | 24 holders, $2.2bn | 65 holders, $141bn |
| Q4 2023 | 24 holders, $5.4bn | 69 holders, $172bn |
| Q1 2024 | 37 holders, $7.4bn | 69 holders, $209bn |
| Q2 2024 | 31 holders, $7.5bn | 70 holders, $224bn |
| Q3 2024 | 26 holders, $3.5bn | 62 holders, $206bn |
| Q4 2024 | 23 holders, $3.5bn | 68 holders, $250bn |
| Q1 2025 | 19 holders, $4.0bn | 70 holders, $218bn |
| Q2 2025 | 26 holders, $7.1bn | 71 holders, $253bn |
| Q3 2025 | 19 holders, $6.7bn | 69 holders, $244bn |
| Q4 2025 | 22 holders, $9.7bn | 74 holders, $280bn |
| Q1 2026 | 25 holders, $9.2bn | 70 holders, $261bn |
| Q2 2026 | 31 holders, $20.4bn | 72 holders, $305bn |
Crowdstrike HLDGS Inc
- Holders
- 23
- Reported value
- $3.5bn
- Buyers
- 10
- Sellers
- 15
Breadth -5 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 (23)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Maverick Capital Ltd, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tybourne Capital Management HK Ltd, Walleye Capital LLC, Whale Rock Capital Management LLC, Woodline Partners LP
Only CRWD (0)
None.
Only AMZN (45)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, and 20 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.