Holders over time
- LULU
- TSLA
| Quarter | LULU | TSLA |
|---|---|---|
| Q3 2020 | 25 holders, $10.7bn | 33 holders, $52.5bn |
| Q4 2020 | 17 holders, $11.6bn | 33 holders, $78.8bn |
| Q1 2021 | 18 holders, $10.4bn | 32 holders, $60.5bn |
| Q2 2021 | 22 holders, $13.6bn | 34 holders, $57.9bn |
| Q3 2021 | 16 holders, $14.8bn | 29 holders, $65.0bn |
| Q4 2021 | 22 holders, $14.4bn | 44 holders, $90.0bn |
| Q1 2022 | 20 holders, $13.2bn | 38 holders, $93.9bn |
| Q2 2022 | 20 holders, $9.7bn | 37 holders, $56.6bn |
| Q3 2022 | 24 holders, $9.5bn | 41 holders, $68.2bn |
| Q4 2022 | 23 holders, $11.3bn | 37 holders, $43.7bn |
| Q1 2023 | 32 holders, $13.7bn | 33 holders, $39.6bn |
| Q2 2023 | 31 holders, $13.4bn | 32 holders, $46.9bn |
| Q3 2023 | 27 holders, $13.0bn | 33 holders, $41.9bn |
| Q4 2023 | 22 holders, $15.4bn | 28 holders, $41.2bn |
| Q1 2024 | 19 holders, $11.3bn | 32 holders, $26.9bn |
| Q2 2024 | 21 holders, $8.7bn | 33 holders, $32.6bn |
| Q3 2024 | 14 holders, $6.1bn | 37 holders, $45.5bn |
| Q4 2024 | 26 holders, $9.9bn | 44 holders, $74.6bn |
| Q1 2025 | 17 holders, $8.4bn | 41 holders, $43.6bn |
| Q2 2025 | 17 holders, $4.9bn | 40 holders, $52.7bn |
| Q3 2025 | 16 holders, $2.3bn | 41 holders, $82.7bn |
| Q4 2025 | 16 holders, $2.6bn | 43 holders, $101bn |
| Q1 2026 | 13 holders, $1.5bn | 41 holders, $84.4bn |
| Q2 2026 | 6 holders, $175m | 43 holders, $94.7bn |
Lululemon Athletica Inc
- Holders
- 26
- Reported value
- $9.9bn
- Buyers
- 20
- Sellers
- 7
Breadth +13 among 94 comparable managers.
Tesla Inc
- Holders
- 44
- Reported value
- $74.6bn
- Buyers
- 30
- Sellers
- 16
Breadth +14 among 94 comparable managers.
Who holds both, Q4 2024
Both (20)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only LULU (6)
Citadel Advisors LLC, Eisler Capital Management Ltd, Moore Capital Management LP, Viking Global Investors LP, Walleye Capital LLC, Winton Group Ltd
Only TSLA (24)
Acadian Asset Management LLC, Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Third Point LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
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.