Holders over time
- CPNG
- GOOGL
| Quarter | CPNG | GOOGL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 52 holders, $65.2bn |
| Q4 2020 | none listed holders, n.a. | 57 holders, $83.4bn |
| Q1 2021 | 14 holders, $9.6bn | 56 holders, $96.9bn |
| Q2 2021 | 10 holders, $9.1bn | 59 holders, $113bn |
| Q3 2021 | 16 holders, $7.8bn | 59 holders, $123bn |
| Q4 2021 | 11 holders, $8.2bn | 56 holders, $130bn |
| Q1 2022 | 10 holders, $5.3bn | 56 holders, $117bn |
| Q2 2022 | 9 holders, $3.5bn | 49 holders, $88.7bn |
| Q3 2022 | 14 holders, $5.5bn | 53 holders, $76.8bn |
| Q4 2022 | 18 holders, $4.8bn | 55 holders, $122bn |
| Q1 2023 | 17 holders, $5.3bn | 54 holders, $79.8bn |
| Q2 2023 | 14 holders, $5.9bn | 55 holders, $93.0bn |
| Q3 2023 | 16 holders, $5.8bn | 59 holders, $103bn |
| Q4 2023 | 13 holders, $6.1bn | 57 holders, $105bn |
| Q1 2024 | 14 holders, $6.3bn | 58 holders, $112bn |
| Q2 2024 | 16 holders, $7.5bn | 56 holders, $132bn |
| Q3 2024 | 19 holders, $9.3bn | 58 holders, $119bn |
| Q4 2024 | 23 holders, $8.8bn | 58 holders, $141bn |
| Q1 2025 | 27 holders, $9.4bn | 61 holders, $106bn |
| Q2 2025 | 30 holders, $14.2bn | 57 holders, $117bn |
| Q3 2025 | 29 holders, $14.7bn | 61 holders, $174bn |
| Q4 2025 | 24 holders, $10.4bn | 62 holders, $236bn |
| Q1 2026 | 20 holders, $7.6bn | 65 holders, $233bn |
| Q2 2026 | 19 holders, $5.9bn | 64 holders, $309bn |
Coupang Inc
- Holders
- 30
- Reported value
- $14.2bn
- Buyers
- 24
- Sellers
- 8
Breadth +16 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 (23)
Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only CPNG (7)
Altimeter Capital Management LP, Dragoneer Investment Group LLC, Durable Capital Partners LP, PDT Partners LLC, Renaissance Technologies LLC, Whale Rock Capital Management LLC, Winton Group Ltd
Only GOOGL (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, and 9 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.