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BABA · GOOG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BABAGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BABA
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterBABAGOOG
Q3 202056 holders, $71.2bn47 holders, $73.8bn
Q4 202046 holders, $50.4bn48 holders, $88.6bn
Q1 202146 holders, $44.4bn42 holders, $102bn
Q2 202141 holders, $36.2bn42 holders, $122bn
Q3 202132 holders, $16.9bn44 holders, $128bn
Q4 202129 holders, $9.5bn48 holders, $138bn
Q1 202224 holders, $7.6bn48 holders, $125bn
Q2 202231 holders, $7.3bn46 holders, $93.3bn
Q3 202227 holders, $5.6bn46 holders, $79.3bn
Q4 202232 holders, $5.5bn46 holders, $62.7bn
Q1 202340 holders, $7.7bn48 holders, $65.5bn
Q2 202330 holders, $6.0bn43 holders, $75.1bn
Q3 202331 holders, $5.9bn45 holders, $81.6bn
Q4 202330 holders, $5.5bn45 holders, $82.8bn
Q1 202426 holders, $5.3bn46 holders, $83.4bn
Q2 202429 holders, $4.6bn45 holders, $98.4bn
Q3 202432 holders, $7.5bn48 holders, $86.1bn
Q4 202427 holders, $4.5bn49 holders, $94.5bn
Q1 202533 holders, $10.9bn53 holders, $72.6bn
Q2 202520 holders, $5.3bn50 holders, $77.5bn
Q3 202528 holders, $9.1bn49 holders, $107bn
Q4 202526 holders, $6.6bn54 holders, $152bn
Q1 202621 holders, $4.8bn56 holders, $148bn
Q2 202620 holders, $2.6bn53 holders, $194bn
BABA

Alibaba Group HLDG LTD

Holders
33
Reported value
$10.9bn
Buyers
22
Sellers
13

Breadth +9 among 95 comparable managers.

Business and payment servicesConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
53
Reported value
$72.6bn
Buyers
25
Sellers
27

Breadth -2 among 95 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2025

Among the 60 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BABA (7)

Altimeter Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Discovery Capital Management LLC, Holocene Advisors LP, Tudor Investment Corp

Only GOOG (27)

Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Baupost Group LLC, Capital Research Global Investors, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Markel Group Inc, MFS Investment Management, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, Southeastern Asset Management Inc, TCI Fund Management Ltd, and 2 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.

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