Holders over time
- JD
- AMZN
| Quarter | JD | AMZN |
|---|---|---|
| Q3 2020 | 32 holders, $13.5bn | 63 holders, $195bn |
| Q4 2020 | 34 holders, $14.7bn | 65 holders, $198bn |
| Q1 2021 | 23 holders, $12.7bn | 65 holders, $193bn |
| Q2 2021 | 25 holders, $12.2bn | 66 holders, $221bn |
| Q3 2021 | 19 holders, $10.7bn | 59 holders, $199bn |
| Q4 2021 | 19 holders, $9.8bn | 66 holders, $209bn |
| Q1 2022 | 16 holders, $6.5bn | 66 holders, $201bn |
| Q2 2022 | 23 holders, $6.8bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $5.1bn | 60 holders, $136bn |
| Q4 2022 | 21 holders, $5.1bn | 56 holders, $93.6bn |
| Q1 2023 | 21 holders, $3.3bn | 61 holders, $112bn |
| Q2 2023 | 20 holders, $2.5bn | 64 holders, $144bn |
| Q3 2023 | 19 holders, $2.0bn | 65 holders, $141bn |
| Q4 2023 | 20 holders, $2.5bn | 69 holders, $172bn |
| Q1 2024 | 17 holders, $2.4bn | 69 holders, $209bn |
| Q2 2024 | 15 holders, $1.4bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $4.9bn | 62 holders, $206bn |
| Q4 2024 | 27 holders, $3.9bn | 68 holders, $250bn |
| Q1 2025 | 20 holders, $4.3bn | 70 holders, $218bn |
| Q2 2025 | 11 holders, $1.7bn | 71 holders, $253bn |
| Q3 2025 | 10 holders, $1.8bn | 69 holders, $244bn |
| Q4 2025 | 3 holders, $479m | 74 holders, $280bn |
| Q1 2026 | 7 holders, $870m | 70 holders, $261bn |
| Q2 2026 | 6 holders, $561m | 72 holders, $305bn |
Jd.com Inc
- Holders
- 20
- Reported value
- $4.3bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 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 (19)
Acadian Asset Management LLC, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Tiger Global Management LLC, Verition Fund Management LLC
Only JD (1)
Only AMZN (51)
AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 26 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.