Holders over time
- IOT
- AMZN
| Quarter | IOT | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | none listed holders, n.a. | 65 holders, $198bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $193bn |
| Q2 2021 | none listed holders, n.a. | 66 holders, $221bn |
| Q3 2021 | none listed holders, n.a. | 59 holders, $199bn |
| Q4 2021 | 9 holders, $173m | 66 holders, $209bn |
| Q1 2022 | 4 holders, $125m | 66 holders, $201bn |
| Q2 2022 | 4 holders, $96m | 58 holders, $125bn |
| Q3 2022 | 5 holders, $136m | 60 holders, $136bn |
| Q4 2022 | 3 holders, $43m | 56 holders, $93.6bn |
| Q1 2023 | 5 holders, $428m | 61 holders, $112bn |
| Q2 2023 | 11 holders, $1.1bn | 64 holders, $144bn |
| Q3 2023 | 12 holders, $1.3bn | 65 holders, $141bn |
| Q4 2023 | 14 holders, $1.8bn | 69 holders, $172bn |
| Q1 2024 | 8 holders, $1.8bn | 69 holders, $209bn |
| Q2 2024 | 8 holders, $1.6bn | 70 holders, $224bn |
| Q3 2024 | 14 holders, $3.6bn | 62 holders, $206bn |
| Q4 2024 | 15 holders, $3.5bn | 68 holders, $250bn |
| Q1 2025 | 8 holders, $2.8bn | 70 holders, $218bn |
| Q2 2025 | 14 holders, $3.2bn | 71 holders, $253bn |
| Q3 2025 | 8 holders, $2.6bn | 69 holders, $244bn |
| Q4 2025 | 9 holders, $3.2bn | 74 holders, $280bn |
| Q1 2026 | 10 holders, $4.2bn | 70 holders, $261bn |
| Q2 2026 | 8 holders, $4.8bn | 72 holders, $305bn |
Samsara Inc
- Holders
- 15
- Reported value
- $3.5bn
- Buyers
- 10
- Sellers
- 6
Breadth +4 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 (13)
AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Fidelity (FMR LLC), Man Group PLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only IOT (2)
Only AMZN (55)
Acadian Asset Management LLC, Appaloosa LP, ARK Investment Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, 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, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 30 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.