Holders over time
- DASH
- GOOG
| Quarter | DASH | GOOG |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 47 holders, $73.8bn |
| Q4 2020 | 21 holders, $5.5bn | 48 holders, $88.6bn |
| Q1 2021 | 17 holders, $6.4bn | 42 holders, $102bn |
| Q2 2021 | 22 holders, $11.4bn | 42 holders, $122bn |
| Q3 2021 | 20 holders, $14.7bn | 44 holders, $128bn |
| Q4 2021 | 22 holders, $10.9bn | 48 holders, $138bn |
| Q1 2022 | 16 holders, $7.9bn | 48 holders, $125bn |
| Q2 2022 | 16 holders, $3.5bn | 46 holders, $93.3bn |
| Q3 2022 | 18 holders, $2.2bn | 46 holders, $79.3bn |
| Q4 2022 | 14 holders, $2.7bn | 46 holders, $62.7bn |
| Q1 2023 | 19 holders, $3.6bn | 48 holders, $65.5bn |
| Q2 2023 | 24 holders, $5.1bn | 43 holders, $75.1bn |
| Q3 2023 | 27 holders, $6.0bn | 45 holders, $81.6bn |
| Q4 2023 | 28 holders, $7.2bn | 45 holders, $82.8bn |
| Q1 2024 | 37 holders, $10.1bn | 46 holders, $83.4bn |
| Q2 2024 | 31 holders, $8.5bn | 45 holders, $98.4bn |
| Q3 2024 | 40 holders, $12.5bn | 48 holders, $86.1bn |
| Q4 2024 | 45 holders, $14.9bn | 49 holders, $94.5bn |
| Q1 2025 | 38 holders, $13.5bn | 53 holders, $72.6bn |
| Q2 2025 | 46 holders, $17.5bn | 50 holders, $77.5bn |
| Q3 2025 | 43 holders, $18.9bn | 49 holders, $107bn |
| Q4 2025 | 37 holders, $19.6bn | 54 holders, $152bn |
| Q1 2026 | 35 holders, $12.9bn | 56 holders, $148bn |
| Q2 2026 | 24 holders, $16.0bn | 53 holders, $194bn |
Doordash Inc
- Holders
- 45
- Reported value
- $14.9bn
- Buyers
- 25
- Sellers
- 19
Breadth +6 among 94 comparable managers.
Alphabet Inc
- Holders
- 49
- Reported value
- $94.5bn
- Buyers
- 16
- Sellers
- 31
Breadth -15 among 94 comparable managers.
Who holds both, Q4 2024
Both (28)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only DASH (17)
Bridgewater Associates LP, Caxton Associates LLP, Dragoneer Investment Group LLC, Durable Capital Partners LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Viking Global Investors LP, Voloridge Investment Management LLC
Only GOOG (21)
AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Baupost Group LLC, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Southeastern Asset Management Inc, Susquehanna International Group LLP, TCI Fund Management Ltd
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.