Holders over time
- GDDY
- AMZN
| Quarter | GDDY | AMZN |
|---|---|---|
| Q3 2020 | 15 holders, $3.1bn | 63 holders, $195bn |
| Q4 2020 | 10 holders, $3.1bn | 65 holders, $198bn |
| Q1 2021 | 10 holders, $2.6bn | 65 holders, $193bn |
| Q2 2021 | 5 holders, $2.8bn | 66 holders, $221bn |
| Q3 2021 | 6 holders, $2.3bn | 59 holders, $199bn |
| Q4 2021 | 10 holders, $3.1bn | 66 holders, $209bn |
| Q1 2022 | 12 holders, $3.5bn | 66 holders, $201bn |
| Q2 2022 | 9 holders, $3.0bn | 58 holders, $125bn |
| Q3 2022 | 11 holders, $3.1bn | 60 holders, $136bn |
| Q4 2022 | 13 holders, $3.3bn | 56 holders, $93.6bn |
| Q1 2023 | 14 holders, $2.9bn | 61 holders, $112bn |
| Q2 2023 | 11 holders, $2.5bn | 64 holders, $144bn |
| Q3 2023 | 10 holders, $1.6bn | 65 holders, $141bn |
| Q4 2023 | 17 holders, $2.4bn | 69 holders, $172bn |
| Q1 2024 | 20 holders, $3.7bn | 69 holders, $209bn |
| Q2 2024 | 21 holders, $4.4bn | 70 holders, $224bn |
| Q3 2024 | 21 holders, $4.6bn | 62 holders, $206bn |
| Q4 2024 | 20 holders, $5.4bn | 68 holders, $250bn |
| Q1 2025 | 18 holders, $4.5bn | 70 holders, $218bn |
| Q2 2025 | 22 holders, $4.2bn | 71 holders, $253bn |
| Q3 2025 | 22 holders, $2.7bn | 69 holders, $244bn |
| Q4 2025 | 20 holders, $2.6bn | 74 holders, $280bn |
| Q1 2026 | 11 holders, $1.1bn | 70 holders, $261bn |
| Q2 2026 | 13 holders, $1.8bn | 72 holders, $305bn |
Godaddy Inc
- Holders
- 20
- Reported value
- $5.4bn
- Buyers
- 7
- Sellers
- 12
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 (16)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only GDDY (4)
ExodusPoint Capital Management LP, Freestone Grove Partners LP, Renaissance Technologies LLC, Starboard Value LP
Only AMZN (52)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, and 27 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.