Holders over time
- BIRK
- AMZN
| Quarter | BIRK | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | none listed holders, n.a. | 65 holders, $198bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $193bn |
| Q2 2021 | none listed holders, n.a. | 66 holders, $221bn |
| Q3 2021 | none listed holders, n.a. | 59 holders, $199bn |
| Q4 2021 | none listed holders, n.a. | 66 holders, $209bn |
| Q1 2022 | none listed holders, n.a. | 66 holders, $201bn |
| Q2 2022 | none listed holders, n.a. | 58 holders, $125bn |
| Q3 2022 | none listed holders, n.a. | 60 holders, $136bn |
| Q4 2022 | none listed holders, n.a. | 56 holders, $93.6bn |
| Q1 2023 | none listed holders, n.a. | 61 holders, $112bn |
| Q2 2023 | none listed holders, n.a. | 64 holders, $144bn |
| Q3 2023 | none listed holders, n.a. | 65 holders, $141bn |
| Q4 2023 | 7 holders, $384m | 69 holders, $172bn |
| Q1 2024 | 5 holders, $298m | 69 holders, $209bn |
| Q2 2024 | 12 holders, $434m | 70 holders, $224bn |
| Q3 2024 | 11 holders, $391m | 62 holders, $206bn |
| Q4 2024 | 12 holders, $511m | 68 holders, $250bn |
| Q1 2025 | 7 holders, $159m | 70 holders, $218bn |
| Q2 2025 | 11 holders, $600m | 71 holders, $253bn |
| Q3 2025 | 6 holders, $215m | 69 holders, $244bn |
| Q4 2025 | 7 holders, $196m | 74 holders, $280bn |
| Q1 2026 | 6 holders, $264m | 70 holders, $261bn |
| Q2 2026 | 3 holders, $218m | 72 holders, $305bn |
Birkenstock Holding PLC
- Holders
- 11
- Reported value
- $600m
- Buyers
- 10
- Sellers
- 2
Breadth +8 among 95 comparable managers.
Amazon Com Inc
- Holders
- 71
- Reported value
- $253bn
- Buyers
- 44
- Sellers
- 27
Breadth +17 among 95 comparable managers.
Who holds both, Q2 2025
Both (10)
Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Holocene Advisors LP, Man Group PLC, Point72 Asset Management LP, Woodline Partners LP
Only BIRK (1)
Only AMZN (61)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, and 36 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.