Holders over time
- ABNB
- AMZN
| Quarter | ABNB | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | 18 holders, $4.8bn | 65 holders, $198bn |
| Q1 2021 | 16 holders, $4.4bn | 65 holders, $193bn |
| Q2 2021 | 32 holders, $8.7bn | 66 holders, $221bn |
| Q3 2021 | 28 holders, $12.6bn | 59 holders, $199bn |
| Q4 2021 | 23 holders, $13.8bn | 66 holders, $209bn |
| Q1 2022 | 29 holders, $16.4bn | 66 holders, $201bn |
| Q2 2022 | 23 holders, $8.8bn | 58 holders, $125bn |
| Q3 2022 | 21 holders, $9.9bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $8.5bn | 56 holders, $93.6bn |
| Q1 2023 | 21 holders, $11.7bn | 61 holders, $112bn |
| Q2 2023 | 21 holders, $13.9bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $13.5bn | 65 holders, $141bn |
| Q4 2023 | 16 holders, $11.7bn | 69 holders, $172bn |
| Q1 2024 | 24 holders, $14.7bn | 69 holders, $209bn |
| Q2 2024 | 30 holders, $11.1bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $9.3bn | 62 holders, $206bn |
| Q4 2024 | 27 holders, $9.3bn | 68 holders, $250bn |
| Q1 2025 | 30 holders, $8.8bn | 70 holders, $218bn |
| Q2 2025 | 34 holders, $10.0bn | 71 holders, $253bn |
| Q3 2025 | 32 holders, $9.3bn | 69 holders, $244bn |
| Q4 2025 | 35 holders, $12.2bn | 74 holders, $280bn |
| Q1 2026 | 38 holders, $11.7bn | 70 holders, $261bn |
| Q2 2026 | 29 holders, $13.1bn | 72 holders, $305bn |
Airbnb Inc
- Holders
- 30
- Reported value
- $8.8bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 among 95 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $218bn
- Buyers
- 39
- Sellers
- 31
Breadth +8 among 95 comparable managers.
Who holds both, Q1 2025
Both (27)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Element Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Polen Capital Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only AMZN (43)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 18 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.