Holders over time
- SPOT
- AMZN
| Quarter | SPOT | AMZN |
|---|---|---|
| Q3 2020 | 15 holders, $10.5bn | 63 holders, $195bn |
| Q4 2020 | 14 holders, $14.2bn | 65 holders, $198bn |
| Q1 2021 | 15 holders, $12.4bn | 65 holders, $193bn |
| Q2 2021 | 15 holders, $12.0bn | 66 holders, $221bn |
| Q3 2021 | 21 holders, $11.6bn | 59 holders, $199bn |
| Q4 2021 | 25 holders, $12.6bn | 66 holders, $209bn |
| Q1 2022 | 21 holders, $7.5bn | 66 holders, $201bn |
| Q2 2022 | 22 holders, $4.8bn | 58 holders, $125bn |
| Q3 2022 | 19 holders, $4.0bn | 60 holders, $136bn |
| Q4 2022 | 22 holders, $3.5bn | 56 holders, $93.6bn |
| Q1 2023 | 23 holders, $6.3bn | 61 holders, $112bn |
| Q2 2023 | 38 holders, $8.0bn | 64 holders, $144bn |
| Q3 2023 | 30 holders, $7.8bn | 65 holders, $141bn |
| Q4 2023 | 32 holders, $9.5bn | 69 holders, $172bn |
| Q1 2024 | 38 holders, $13.9bn | 69 holders, $209bn |
| Q2 2024 | 45 holders, $16.3bn | 70 holders, $224bn |
| Q3 2024 | 48 holders, $20.5bn | 62 holders, $206bn |
| Q4 2024 | 39 holders, $18.4bn | 68 holders, $250bn |
| Q1 2025 | 37 holders, $21.1bn | 70 holders, $218bn |
| Q2 2025 | 35 holders, $28.6bn | 71 holders, $253bn |
| Q3 2025 | 38 holders, $26.9bn | 69 holders, $244bn |
| Q4 2025 | 46 holders, $22.4bn | 74 holders, $280bn |
| Q1 2026 | 41 holders, $15.4bn | 70 holders, $261bn |
| Q2 2026 | 33 holders, $13.2bn | 72 holders, $305bn |
Spotify Technology S A
- Holders
- 39
- Reported value
- $18.4bn
- Buyers
- 13
- Sellers
- 28
Breadth -15 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 (37)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only SPOT (2)
Only AMZN (31)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Susquehanna International Group LLP, Third Point LLC, Tudor Investment Corp, and 6 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.