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MELI · GOOG 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.

MELIGOOG
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.
  • MELI
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterMELIGOOG
Q3 202031 holders, $15.7bn47 holders, $73.8bn
Q4 202026 holders, $23.4bn48 holders, $88.6bn
Q1 202121 holders, $20.5bn42 holders, $102bn
Q2 202124 holders, $20.6bn42 holders, $122bn
Q3 202124 holders, $22.8bn44 holders, $128bn
Q4 202121 holders, $18.1bn48 holders, $138bn
Q1 202218 holders, $13.8bn48 holders, $125bn
Q2 202218 holders, $7.0bn46 holders, $93.3bn
Q3 202226 holders, $9.9bn46 holders, $79.3bn
Q4 202223 holders, $9.9bn46 holders, $62.7bn
Q1 202335 holders, $16.8bn48 holders, $65.5bn
Q2 202327 holders, $14.8bn43 holders, $75.1bn
Q3 202327 holders, $15.6bn45 holders, $81.6bn
Q4 202334 holders, $18.7bn45 holders, $82.8bn
Q1 202430 holders, $17.2bn46 holders, $83.4bn
Q2 202429 holders, $20.5bn45 holders, $98.4bn
Q3 202437 holders, $26.7bn48 holders, $86.1bn
Q4 202431 holders, $22.8bn49 holders, $94.5bn
Q1 202536 holders, $26.6bn53 holders, $72.6bn
Q2 202540 holders, $34.1bn50 holders, $77.5bn
Q3 202535 holders, $30.4bn49 holders, $107bn
Q4 202535 holders, $28.3bn54 holders, $152bn
Q1 202629 holders, $23.9bn56 holders, $148bn
Q2 202626 holders, $22.1bn53 holders, $194bn
MELI

Mercadolibre Inc

Holders
40
Reported value
$34.1bn
Buyers
20
Sellers
20

Breadth 0 among 95 comparable managers.

Business and payment servicesConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
50
Reported value
$77.5bn
Buyers
21
Sellers
29

Breadth -8 among 95 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q2 2025

Among the 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MELI (15)

Altimeter Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Durable Capital Partners LP, Light Street Capital Management LLC, Maverick Capital Ltd, PDT Partners LLC, Renaissance Technologies LLC, Scion Asset Management LLC, Steadfast Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd

Only GOOG (25)

Acadian Asset Management LLC, Appaloosa LP, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Susquehanna International Group LLP, TCI Fund Management Ltd, Tudor Investment Corp, Woodline Partners LP

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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