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YMM · AMZN 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.

YMMAMZN
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.
  • YMM
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterYMMAMZN
Q3 2020none listed holders, n.a.63 holders, $195bn
Q4 2020none listed holders, n.a.65 holders, $198bn
Q1 2021none listed holders, n.a.65 holders, $193bn
Q2 20217 holders, $1.0bn66 holders, $221bn
Q3 20212 holders, $355m59 holders, $199bn
Q4 20213 holders, $400m66 holders, $209bn
Q1 20224 holders, $357m66 holders, $201bn
Q2 20226 holders, $625m58 holders, $125bn
Q3 20223 holders, $464m60 holders, $136bn
Q4 20223 holders, $552m56 holders, $93.6bn
Q1 20235 holders, $573m61 holders, $112bn
Q2 20234 holders, $459m64 holders, $144bn
Q3 20234 holders, $479m65 holders, $141bn
Q4 20233 holders, $458m69 holders, $172bn
Q1 20244 holders, $390m69 holders, $209bn
Q2 20247 holders, $707m70 holders, $224bn
Q3 20246 holders, $715m62 holders, $206bn
Q4 20248 holders, $803m68 holders, $250bn
Q1 20259 holders, $795m70 holders, $218bn
Q2 20256 holders, $645m71 holders, $253bn
Q3 20254 holders, $815m69 holders, $244bn
Q4 20253 holders, $663m74 holders, $280bn
Q1 20266 holders, $698m70 holders, $261bn
Q2 20263 holders, $541m72 holders, $305bn
YMM

Full Truck Alliance Co LTD

Holders
9
Reported value
$795m
Buyers
4
Sellers
5

Breadth -1 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
AMZN

Amazon Com Inc

Holders
70
Reported value
$218bn
Buyers
39
Sellers
31

Breadth +8 among 95 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2025

Among the 71 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only YMM (1)

Farallon Capital Management LLC

Only AMZN (62)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World 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, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), and 37 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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