Holders over time
- DDOG
- AMZN
| Quarter | DDOG | AMZN |
|---|---|---|
| Q3 2020 | 20 holders, $5.5bn | 63 holders, $195bn |
| Q4 2020 | 24 holders, $5.9bn | 65 holders, $198bn |
| Q1 2021 | 18 holders, $4.5bn | 65 holders, $193bn |
| Q2 2021 | 25 holders, $6.3bn | 66 holders, $221bn |
| Q3 2021 | 31 holders, $8.7bn | 59 holders, $199bn |
| Q4 2021 | 41 holders, $11.4bn | 66 holders, $209bn |
| Q1 2022 | 39 holders, $9.9bn | 66 holders, $201bn |
| Q2 2022 | 30 holders, $4.9bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $4.3bn | 60 holders, $136bn |
| Q4 2022 | 19 holders, $3.0bn | 56 holders, $93.6bn |
| Q1 2023 | 22 holders, $2.8bn | 61 holders, $112bn |
| Q2 2023 | 29 holders, $4.5bn | 64 holders, $144bn |
| Q3 2023 | 21 holders, $4.4bn | 65 holders, $141bn |
| Q4 2023 | 34 holders, $6.1bn | 69 holders, $172bn |
| Q1 2024 | 39 holders, $7.4bn | 69 holders, $209bn |
| Q2 2024 | 37 holders, $7.1bn | 70 holders, $224bn |
| Q3 2024 | 32 holders, $5.8bn | 62 holders, $206bn |
| Q4 2024 | 27 holders, $7.8bn | 68 holders, $250bn |
| Q1 2025 | 24 holders, $5.1bn | 70 holders, $218bn |
| Q2 2025 | 38 holders, $8.2bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $9.2bn | 69 holders, $244bn |
| Q4 2025 | 24 holders, $8.9bn | 74 holders, $280bn |
| Q1 2026 | 30 holders, $7.6bn | 70 holders, $261bn |
| Q2 2026 | 32 holders, $17.5bn | 72 holders, $305bn |
Datadog Inc
- Holders
- 24
- Reported value
- $5.1bn
- Buyers
- 18
- Sellers
- 9
Breadth +9 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 (21)
AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only AMZN (49)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa 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, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, 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.