Holders over time
- LULU
- AMZN
| Quarter | LULU | AMZN |
|---|---|---|
| Q3 2020 | 25 holders, $10.7bn | 63 holders, $195bn |
| Q4 2020 | 17 holders, $11.6bn | 65 holders, $198bn |
| Q1 2021 | 18 holders, $10.4bn | 65 holders, $193bn |
| Q2 2021 | 22 holders, $13.6bn | 66 holders, $221bn |
| Q3 2021 | 16 holders, $14.8bn | 59 holders, $199bn |
| Q4 2021 | 22 holders, $14.4bn | 66 holders, $209bn |
| Q1 2022 | 20 holders, $13.2bn | 66 holders, $201bn |
| Q2 2022 | 20 holders, $9.7bn | 58 holders, $125bn |
| Q3 2022 | 24 holders, $9.5bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $11.3bn | 56 holders, $93.6bn |
| Q1 2023 | 32 holders, $13.7bn | 61 holders, $112bn |
| Q2 2023 | 31 holders, $13.4bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $13.0bn | 65 holders, $141bn |
| Q4 2023 | 22 holders, $15.4bn | 69 holders, $172bn |
| Q1 2024 | 19 holders, $11.3bn | 69 holders, $209bn |
| Q2 2024 | 21 holders, $8.7bn | 70 holders, $224bn |
| Q3 2024 | 14 holders, $6.1bn | 62 holders, $206bn |
| Q4 2024 | 26 holders, $9.9bn | 68 holders, $250bn |
| Q1 2025 | 17 holders, $8.4bn | 70 holders, $218bn |
| Q2 2025 | 17 holders, $4.9bn | 71 holders, $253bn |
| Q3 2025 | 16 holders, $2.3bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $2.6bn | 74 holders, $280bn |
| Q1 2026 | 13 holders, $1.5bn | 70 holders, $261bn |
| Q2 2026 | 6 holders, $175m | 72 holders, $305bn |
Lululemon Athletica Inc
- Holders
- 17
- Reported value
- $8.4bn
- Buyers
- 14
- Sellers
- 6
Breadth +8 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 (17)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, Maverick Capital Ltd, Point72 Asset Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Woodline Partners LP
Only LULU (0)
None.
Only AMZN (53)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, 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, Element Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, and 28 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.