Holders over time
- PINS
- AMZN
| Quarter | PINS | AMZN |
|---|---|---|
| Q3 2020 | 28 holders, $2.0bn | 63 holders, $195bn |
| Q4 2020 | 37 holders, $3.7bn | 65 holders, $198bn |
| Q1 2021 | 32 holders, $5.0bn | 65 holders, $193bn |
| Q2 2021 | 23 holders, $6.3bn | 66 holders, $221bn |
| Q3 2021 | 20 holders, $4.3bn | 59 holders, $199bn |
| Q4 2021 | 15 holders, $2.2bn | 66 holders, $209bn |
| Q1 2022 | 14 holders, $1.9bn | 66 holders, $201bn |
| Q2 2022 | 15 holders, $1.5bn | 58 holders, $125bn |
| Q3 2022 | 20 holders, $2.2bn | 60 holders, $136bn |
| Q4 2022 | 17 holders, $2.9bn | 56 holders, $93.6bn |
| Q1 2023 | 27 holders, $3.9bn | 61 holders, $112bn |
| Q2 2023 | 24 holders, $3.4bn | 64 holders, $144bn |
| Q3 2023 | 25 holders, $3.3bn | 65 holders, $141bn |
| Q4 2023 | 30 holders, $4.5bn | 69 holders, $172bn |
| Q1 2024 | 27 holders, $4.0bn | 69 holders, $209bn |
| Q2 2024 | 27 holders, $6.1bn | 70 holders, $224bn |
| Q3 2024 | 19 holders, $3.3bn | 62 holders, $206bn |
| Q4 2024 | 20 holders, $3.3bn | 68 holders, $250bn |
| Q1 2025 | 24 holders, $3.5bn | 70 holders, $218bn |
| Q2 2025 | 28 holders, $3.8bn | 71 holders, $253bn |
| Q3 2025 | 22 holders, $3.3bn | 69 holders, $244bn |
| Q4 2025 | 17 holders, $2.3bn | 74 holders, $280bn |
| Q1 2026 | 12 holders, $860m | 70 holders, $261bn |
| Q2 2026 | 15 holders, $1.7bn | 72 holders, $305bn |
Pinterest Inc
- Holders
- 20
- Reported value
- $3.3bn
- Buyers
- 16
- Sellers
- 5
Breadth +11 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, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Discovery Capital Management LLC, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP
Only PINS (1)
Only AMZN (49)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, 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.