Holders over time
- MELI
- GOOG
| Quarter | MELI | GOOG |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 47 holders, $73.8bn |
| Q4 2020 | 26 holders, $23.4bn | 48 holders, $88.6bn |
| Q1 2021 | 21 holders, $20.5bn | 42 holders, $102bn |
| Q2 2021 | 24 holders, $20.6bn | 42 holders, $122bn |
| Q3 2021 | 24 holders, $22.8bn | 44 holders, $128bn |
| Q4 2021 | 21 holders, $18.1bn | 48 holders, $138bn |
| Q1 2022 | 18 holders, $13.8bn | 48 holders, $125bn |
| Q2 2022 | 18 holders, $7.0bn | 46 holders, $93.3bn |
| Q3 2022 | 26 holders, $9.9bn | 46 holders, $79.3bn |
| Q4 2022 | 23 holders, $9.9bn | 46 holders, $62.7bn |
| Q1 2023 | 35 holders, $16.8bn | 48 holders, $65.5bn |
| Q2 2023 | 27 holders, $14.8bn | 43 holders, $75.1bn |
| Q3 2023 | 27 holders, $15.6bn | 45 holders, $81.6bn |
| Q4 2023 | 34 holders, $18.7bn | 45 holders, $82.8bn |
| Q1 2024 | 30 holders, $17.2bn | 46 holders, $83.4bn |
| Q2 2024 | 29 holders, $20.5bn | 45 holders, $98.4bn |
| Q3 2024 | 37 holders, $26.7bn | 48 holders, $86.1bn |
| Q4 2024 | 31 holders, $22.8bn | 49 holders, $94.5bn |
| Q1 2025 | 36 holders, $26.6bn | 53 holders, $72.6bn |
| Q2 2025 | 40 holders, $34.1bn | 50 holders, $77.5bn |
| Q3 2025 | 35 holders, $30.4bn | 49 holders, $107bn |
| Q4 2025 | 35 holders, $28.3bn | 54 holders, $152bn |
| Q1 2026 | 29 holders, $23.9bn | 56 holders, $148bn |
| Q2 2026 | 26 holders, $22.1bn | 53 holders, $194bn |
Mercadolibre Inc
- Holders
- 31
- Reported value
- $22.8bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 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 (20)
AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only MELI (11)
Altimeter Capital Management LP, Balyasny Asset Management LLC, Bridgewater Associates LP, D1 Capital Partners LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Maverick Capital Ltd, Point72 Asset Management LP, Steadfast Capital Management LP, Tybourne Capital Management HK Ltd, Whale Rock Capital Management LLC
Only GOOG (29)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Southeastern Asset Management Inc, and 4 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.