Holders over time
- BABA
- GOOGL
| Quarter | BABA | GOOGL |
|---|---|---|
| Q3 2020 | 56 holders, $71.2bn | 52 holders, $65.2bn |
| Q4 2020 | 46 holders, $50.4bn | 57 holders, $83.4bn |
| Q1 2021 | 46 holders, $44.4bn | 56 holders, $96.9bn |
| Q2 2021 | 41 holders, $36.2bn | 59 holders, $113bn |
| Q3 2021 | 32 holders, $16.9bn | 59 holders, $123bn |
| Q4 2021 | 29 holders, $9.5bn | 56 holders, $130bn |
| Q1 2022 | 24 holders, $7.6bn | 56 holders, $117bn |
| Q2 2022 | 31 holders, $7.3bn | 49 holders, $88.7bn |
| Q3 2022 | 27 holders, $5.6bn | 53 holders, $76.8bn |
| Q4 2022 | 32 holders, $5.5bn | 55 holders, $122bn |
| Q1 2023 | 40 holders, $7.7bn | 54 holders, $79.8bn |
| Q2 2023 | 30 holders, $6.0bn | 55 holders, $93.0bn |
| Q3 2023 | 31 holders, $5.9bn | 59 holders, $103bn |
| Q4 2023 | 30 holders, $5.5bn | 57 holders, $105bn |
| Q1 2024 | 26 holders, $5.3bn | 58 holders, $112bn |
| Q2 2024 | 29 holders, $4.6bn | 56 holders, $132bn |
| Q3 2024 | 32 holders, $7.5bn | 58 holders, $119bn |
| Q4 2024 | 27 holders, $4.5bn | 58 holders, $141bn |
| Q1 2025 | 33 holders, $10.9bn | 61 holders, $106bn |
| Q2 2025 | 20 holders, $5.3bn | 57 holders, $117bn |
| Q3 2025 | 28 holders, $9.1bn | 61 holders, $174bn |
| Q4 2025 | 26 holders, $6.6bn | 62 holders, $236bn |
| Q1 2026 | 21 holders, $4.8bn | 65 holders, $233bn |
| Q2 2026 | 20 holders, $2.6bn | 64 holders, $309bn |
Alibaba Group HLDG LTD
- Holders
- 20
- Reported value
- $5.3bn
- Buyers
- 6
- Sellers
- 19
Breadth -13 among 95 comparable managers.
Alphabet Inc
- Holders
- 57
- Reported value
- $117bn
- Buyers
- 29
- Sellers
- 29
Breadth 0 among 95 comparable managers.
Who holds both, Q2 2025
Both (17)
Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP
Only GOOGL (40)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Pershing Square Capital Management LP, and 15 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.