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ODD · PM 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.

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.
  • ODD
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterODDPM
Q3 2020none listed holders, n.a.25 holders, $19.7bn
Q4 2020none listed holders, n.a.25 holders, $21.5bn
Q1 2021none listed holders, n.a.27 holders, $22.1bn
Q2 2021none listed holders, n.a.20 holders, $23.2bn
Q3 2021none listed holders, n.a.25 holders, $22.8bn
Q4 2021none listed holders, n.a.26 holders, $22.3bn
Q1 2022none listed holders, n.a.29 holders, $23.2bn
Q2 2022none listed holders, n.a.28 holders, $25.8bn
Q3 2022none listed holders, n.a.33 holders, $22.2bn
Q4 2022none listed holders, n.a.26 holders, $27.0bn
Q1 2023none listed holders, n.a.36 holders, $27.6bn
Q2 2023none listed holders, n.a.29 holders, $28.9bn
Q3 20235 holders, $164m32 holders, $28.5bn
Q4 20233 holders, $319m34 holders, $28.8bn
Q1 20246 holders, $343m36 holders, $28.4bn
Q2 20245 holders, $303m31 holders, $31.4bn
Q3 20243 holders, $304m39 holders, $38.2bn
Q4 20245 holders, $349m40 holders, $36.6bn
Q1 20258 holders, $413m44 holders, $49.1bn
Q2 202516 holders, $1.2bn44 holders, $54.3bn
Q3 202514 holders, $905m36 holders, $49.3bn
Q4 20257 holders, $500m26 holders, $50.5bn
Q1 20262 holders, $105m25 holders, $57.3bn
Q2 20262 holders, $119m27 holders, $63.8bn
ODD

Oddity Tech LTD

Holders
16
Reported value
$1.2bn
Buyers
12
Sellers
4

Breadth +8 among 95 comparable managers.

PM

Philip Morris Intl Inc

Holders
44
Reported value
$54.3bn
Buyers
19
Sellers
23

Breadth -4 among 95 comparable managers.

Who holds both, Q2 2025

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

Back to the 13F Explorer →