Holders over time
- PDD
- AMZN
| Quarter | PDD | AMZN |
|---|---|---|
| Q3 2020 | 13 holders, $5.6bn | 63 holders, $195bn |
| Q4 2020 | 23 holders, $15.9bn | 65 holders, $198bn |
| Q1 2021 | 22 holders, $10.6bn | 65 holders, $193bn |
| Q2 2021 | 18 holders, $10.1bn | 66 holders, $221bn |
| Q3 2021 | 17 holders, $8.3bn | 59 holders, $199bn |
| Q4 2021 | 17 holders, $5.6bn | 66 holders, $209bn |
| Q1 2022 | 16 holders, $3.4bn | 66 holders, $201bn |
| Q2 2022 | 21 holders, $4.4bn | 58 holders, $125bn |
| Q3 2022 | 23 holders, $5.1bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $6.0bn | 56 holders, $93.6bn |
| Q1 2023 | 23 holders, $4.5bn | 61 holders, $112bn |
| Q2 2023 | 22 holders, $4.9bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $8.2bn | 65 holders, $141bn |
| Q4 2023 | 32 holders, $13.7bn | 69 holders, $172bn |
| Q1 2024 | 25 holders, $10.2bn | 69 holders, $209bn |
| Q2 2024 | 32 holders, $13.6bn | 70 holders, $224bn |
| Q3 2024 | 30 holders, $12.8bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $9.5bn | 68 holders, $250bn |
| Q1 2025 | 22 holders, $12.3bn | 70 holders, $218bn |
| Q2 2025 | 16 holders, $7.4bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $10.8bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $9.9bn | 74 holders, $280bn |
| Q1 2026 | 14 holders, $7.2bn | 70 holders, $261bn |
| Q2 2026 | 8 holders, $4.8bn | 72 holders, $305bn |
PDD Holdings Inc
- Holders
- 24
- Reported value
- $9.5bn
- Buyers
- 14
- Sellers
- 15
Breadth -1 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 (19)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Coatue Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Polen Capital Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Whale Rock Capital Management LLC
Only PDD (5)
Dragoneer Investment Group LLC, Eisler Capital Management Ltd, Oaktree Capital Management LP, Renaissance Technologies LLC, Scion Asset Management LLC
Only AMZN (49)
AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Arrowstreet Capital LP, 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, 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, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, and 24 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.