Holders over time
- SNOW
- AMZN
| Quarter | SNOW | AMZN |
|---|---|---|
| Q3 2020 | 26 holders, $6.7bn | 63 holders, $195bn |
| Q4 2020 | 27 holders, $10.1bn | 65 holders, $198bn |
| Q1 2021 | 30 holders, $15.1bn | 65 holders, $193bn |
| Q2 2021 | 28 holders, $14.8bn | 66 holders, $221bn |
| Q3 2021 | 30 holders, $19.1bn | 59 holders, $199bn |
| Q4 2021 | 41 holders, $21.4bn | 66 holders, $209bn |
| Q1 2022 | 31 holders, $14.1bn | 66 holders, $201bn |
| Q2 2022 | 27 holders, $8.9bn | 58 holders, $125bn |
| Q3 2022 | 28 holders, $10.2bn | 60 holders, $136bn |
| Q4 2022 | 30 holders, $7.8bn | 56 holders, $93.6bn |
| Q1 2023 | 28 holders, $8.7bn | 61 holders, $112bn |
| Q2 2023 | 28 holders, $9.6bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $7.4bn | 65 holders, $141bn |
| Q4 2023 | 34 holders, $9.7bn | 69 holders, $172bn |
| Q1 2024 | 33 holders, $6.4bn | 69 holders, $209bn |
| Q2 2024 | 34 holders, $5.2bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $3.5bn | 62 holders, $206bn |
| Q4 2024 | 31 holders, $5.5bn | 68 holders, $250bn |
| Q1 2025 | 28 holders, $5.5bn | 70 holders, $218bn |
| Q2 2025 | 36 holders, $9.9bn | 71 holders, $253bn |
| Q3 2025 | 33 holders, $10.1bn | 69 holders, $244bn |
| Q4 2025 | 27 holders, $9.5bn | 74 holders, $280bn |
| Q1 2026 | 22 holders, $6.1bn | 70 holders, $261bn |
| Q2 2026 | 42 holders, $13.2bn | 72 holders, $305bn |
Snowflake Inc
- Holders
- 31
- Reported value
- $5.5bn
- Buyers
- 18
- Sellers
- 16
Breadth +2 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 (29)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Woodline Partners LP
Only SNOW (2)
ExodusPoint Capital Management LP, Freestone Grove Partners LP
Only AMZN (39)
AllianceBernstein LP, Appaloosa LP, ARK Investment 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, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, and 14 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.