Holders over time
- MELI
- GOOGL
| Quarter | MELI | GOOGL |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 52 holders, $65.2bn |
| Q4 2020 | 26 holders, $23.4bn | 57 holders, $83.4bn |
| Q1 2021 | 21 holders, $20.5bn | 56 holders, $96.9bn |
| Q2 2021 | 24 holders, $20.6bn | 59 holders, $113bn |
| Q3 2021 | 24 holders, $22.8bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $18.1bn | 56 holders, $130bn |
| Q1 2022 | 18 holders, $13.8bn | 56 holders, $117bn |
| Q2 2022 | 18 holders, $7.0bn | 49 holders, $88.7bn |
| Q3 2022 | 26 holders, $9.9bn | 53 holders, $76.8bn |
| Q4 2022 | 23 holders, $9.9bn | 55 holders, $122bn |
| Q1 2023 | 35 holders, $16.8bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $14.8bn | 55 holders, $93.0bn |
| Q3 2023 | 27 holders, $15.6bn | 59 holders, $103bn |
| Q4 2023 | 34 holders, $18.7bn | 57 holders, $105bn |
| Q1 2024 | 30 holders, $17.2bn | 58 holders, $112bn |
| Q2 2024 | 29 holders, $20.5bn | 56 holders, $132bn |
| Q3 2024 | 37 holders, $26.7bn | 58 holders, $119bn |
| Q4 2024 | 31 holders, $22.8bn | 58 holders, $141bn |
| Q1 2025 | 36 holders, $26.6bn | 61 holders, $106bn |
| Q2 2025 | 40 holders, $34.1bn | 57 holders, $117bn |
| Q3 2025 | 35 holders, $30.4bn | 61 holders, $174bn |
| Q4 2025 | 35 holders, $28.3bn | 62 holders, $236bn |
| Q1 2026 | 29 holders, $23.9bn | 65 holders, $233bn |
| Q2 2026 | 26 holders, $22.1bn | 64 holders, $309bn |
Mercadolibre Inc
- Holders
- 31
- Reported value
- $22.8bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 among 94 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $141bn
- Buyers
- 24
- Sellers
- 31
Breadth -7 among 94 comparable managers.
Who holds both, Q4 2024
Both (25)
AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, 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, Whale Rock Capital Management LLC
Only MELI (6)
ARK Investment Management LLC, D1 Capital Partners LP, Maverick Capital Ltd, Point72 Asset Management LP, Steadfast Capital Management LP, Tybourne Capital Management HK Ltd
Only GOOGL (33)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, and 8 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.