Holders over time
- MELI
- AMZN
| Quarter | MELI | AMZN |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 63 holders, $195bn |
| Q4 2020 | 26 holders, $23.4bn | 65 holders, $198bn |
| Q1 2021 | 21 holders, $20.5bn | 65 holders, $193bn |
| Q2 2021 | 24 holders, $20.6bn | 66 holders, $221bn |
| Q3 2021 | 24 holders, $22.8bn | 59 holders, $199bn |
| Q4 2021 | 21 holders, $18.1bn | 66 holders, $209bn |
| Q1 2022 | 18 holders, $13.8bn | 66 holders, $201bn |
| Q2 2022 | 18 holders, $7.0bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $9.9bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $9.9bn | 56 holders, $93.6bn |
| Q1 2023 | 35 holders, $16.8bn | 61 holders, $112bn |
| Q2 2023 | 27 holders, $14.8bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $15.6bn | 65 holders, $141bn |
| Q4 2023 | 34 holders, $18.7bn | 69 holders, $172bn |
| Q1 2024 | 30 holders, $17.2bn | 69 holders, $209bn |
| Q2 2024 | 29 holders, $20.5bn | 70 holders, $224bn |
| Q3 2024 | 37 holders, $26.7bn | 62 holders, $206bn |
| Q4 2024 | 31 holders, $22.8bn | 68 holders, $250bn |
| Q1 2025 | 36 holders, $26.6bn | 70 holders, $218bn |
| Q2 2025 | 40 holders, $34.1bn | 71 holders, $253bn |
| Q3 2025 | 35 holders, $30.4bn | 69 holders, $244bn |
| Q4 2025 | 35 holders, $28.3bn | 74 holders, $280bn |
| Q1 2026 | 29 holders, $23.9bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $22.1bn | 72 holders, $305bn |
Mercadolibre Inc
- Holders
- 40
- Reported value
- $34.1bn
- Buyers
- 20
- Sellers
- 20
Breadth 0 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 (35)
AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd
Only MELI (5)
Durable Capital Partners LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Scion Asset Management LLC
Only AMZN (36)
Acadian Asset Management LLC, Appaloosa LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Lone Pine Capital LLC, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, and 11 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.