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MMYT · KLAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MMYT
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterMMYTKLAC
Q3 20202 holders, $131m15 holders, $4.0bn
Q4 20202 holders, $223m14 holders, $5.3bn
Q1 20212 holders, $242m18 holders, $7.4bn
Q2 20212 holders, $219m26 holders, $7.3bn
Q3 20212 holders, $210m25 holders, $7.3bn
Q4 20213 holders, $203m25 holders, $9.0bn
Q1 20223 holders, $207m24 holders, $6.8bn
Q2 20224 holders, $219m17 holders, $6.3bn
Q3 20226 holders, $248m15 holders, $5.7bn
Q4 20224 holders, $216m14 holders, $6.6bn
Q1 20234 holders, $183m22 holders, $6.7bn
Q2 20235 holders, $217m22 holders, $8.3bn
Q3 20237 holders, $377m25 holders, $8.2bn
Q4 20236 holders, $448m23 holders, $10.0bn
Q1 20248 holders, $603m16 holders, $11.0bn
Q2 20248 holders, $878m21 holders, $12.7bn
Q3 20247 holders, $864m28 holders, $11.2bn
Q4 20249 holders, $994m25 holders, $8.0bn
Q1 202510 holders, $1.4bn27 holders, $8.7bn
Q2 202512 holders, $2.1bn22 holders, $12.2bn
Q3 202515 holders, $2.2bn19 holders, $16.5bn
Q4 202511 holders, $1.5bn25 holders, $23.4bn
Q1 20265 holders, $890m22 holders, $32.6bn
Q2 20267 holders, $1.4bn28 holders, $78.0bn
MMYT

Makemytrip Limited Mauritius

Holders
9
Reported value
$994m
Buyers
4
Sellers
5

Breadth -1 among 94 comparable managers.

KLAC

Kla Corp

Holders
25
Reported value
$8.0bn
Buyers
11
Sellers
16

Breadth -5 among 94 comparable managers.

Who holds both, Q4 2024

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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