Holders over time
- PDD
- GOOG
| Quarter | PDD | GOOG |
|---|---|---|
| Q3 2020 | 13 holders, $5.6bn | 47 holders, $73.8bn |
| Q4 2020 | 23 holders, $15.9bn | 48 holders, $88.6bn |
| Q1 2021 | 22 holders, $10.6bn | 42 holders, $102bn |
| Q2 2021 | 18 holders, $10.1bn | 42 holders, $122bn |
| Q3 2021 | 17 holders, $8.3bn | 44 holders, $128bn |
| Q4 2021 | 17 holders, $5.6bn | 48 holders, $138bn |
| Q1 2022 | 16 holders, $3.4bn | 48 holders, $125bn |
| Q2 2022 | 21 holders, $4.4bn | 46 holders, $93.3bn |
| Q3 2022 | 23 holders, $5.1bn | 46 holders, $79.3bn |
| Q4 2022 | 26 holders, $6.0bn | 46 holders, $62.7bn |
| Q1 2023 | 23 holders, $4.5bn | 48 holders, $65.5bn |
| Q2 2023 | 22 holders, $4.9bn | 43 holders, $75.1bn |
| Q3 2023 | 22 holders, $8.2bn | 45 holders, $81.6bn |
| Q4 2023 | 32 holders, $13.7bn | 45 holders, $82.8bn |
| Q1 2024 | 25 holders, $10.2bn | 46 holders, $83.4bn |
| Q2 2024 | 32 holders, $13.6bn | 45 holders, $98.4bn |
| Q3 2024 | 30 holders, $12.8bn | 48 holders, $86.1bn |
| Q4 2024 | 24 holders, $9.5bn | 49 holders, $94.5bn |
| Q1 2025 | 22 holders, $12.3bn | 53 holders, $72.6bn |
| Q2 2025 | 16 holders, $7.4bn | 50 holders, $77.5bn |
| Q3 2025 | 23 holders, $10.8bn | 49 holders, $107bn |
| Q4 2025 | 16 holders, $9.9bn | 54 holders, $152bn |
| Q1 2026 | 14 holders, $7.2bn | 56 holders, $148bn |
| Q2 2026 | 8 holders, $4.8bn | 53 holders, $194bn |
PDD Holdings Inc
- Holders
- 22
- Reported value
- $12.3bn
- Buyers
- 13
- Sellers
- 13
Breadth 0 among 95 comparable managers.
Alphabet Inc
- Holders
- 53
- Reported value
- $72.6bn
- Buyers
- 25
- Sellers
- 27
Breadth -2 among 95 comparable managers.
Who holds both, Q1 2025
Both (18)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only PDD (4)
Bridgewater Associates LP, Dragoneer Investment Group LLC, Tiger Global Management LLC, Whale Rock Capital Management LLC
Only GOOG (35)
AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Quantbot Technologies LP, and 10 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.