Holders over time
- UBER
- GOOG
| Quarter | UBER | GOOG |
|---|---|---|
| Q3 2020 | 23 holders, $8.2bn | 47 holders, $73.8bn |
| Q4 2020 | 36 holders, $14.1bn | 48 holders, $88.6bn |
| Q1 2021 | 37 holders, $16.1bn | 42 holders, $102bn |
| Q2 2021 | 38 holders, $15.1bn | 42 holders, $122bn |
| Q3 2021 | 40 holders, $14.4bn | 44 holders, $128bn |
| Q4 2021 | 38 holders, $12.2bn | 48 holders, $138bn |
| Q1 2022 | 31 holders, $8.7bn | 48 holders, $125bn |
| Q2 2022 | 28 holders, $5.1bn | 46 holders, $93.3bn |
| Q3 2022 | 33 holders, $7.9bn | 46 holders, $79.3bn |
| Q4 2022 | 30 holders, $7.3bn | 46 holders, $62.7bn |
| Q1 2023 | 27 holders, $9.6bn | 48 holders, $65.5bn |
| Q2 2023 | 41 holders, $15.5bn | 43 holders, $75.1bn |
| Q3 2023 | 41 holders, $18.2bn | 45 holders, $81.6bn |
| Q4 2023 | 38 holders, $23.6bn | 45 holders, $82.8bn |
| Q1 2024 | 44 holders, $29.5bn | 46 holders, $83.4bn |
| Q2 2024 | 47 holders, $27.0bn | 45 holders, $98.4bn |
| Q3 2024 | 40 holders, $27.4bn | 48 holders, $86.1bn |
| Q4 2024 | 42 holders, $19.8bn | 49 holders, $94.5bn |
| Q1 2025 | 37 holders, $23.9bn | 53 holders, $72.6bn |
| Q2 2025 | 42 holders, $30.3bn | 50 holders, $77.5bn |
| Q3 2025 | 38 holders, $29.3bn | 49 holders, $107bn |
| Q4 2025 | 40 holders, $23.1bn | 54 holders, $152bn |
| Q1 2026 | 36 holders, $20.0bn | 56 holders, $148bn |
| Q2 2026 | 34 holders, $21.3bn | 53 holders, $194bn |
Uber Technologies Inc
- Holders
- 42
- Reported value
- $30.3bn
- Buyers
- 26
- Sellers
- 16
Breadth +10 among 95 comparable managers.
Alphabet Inc
- Holders
- 50
- Reported value
- $77.5bn
- Buyers
- 21
- Sellers
- 29
Breadth -8 among 95 comparable managers.
Who holds both, Q2 2025
Both (27)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only UBER (15)
Altimeter Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Davidson Kempner Capital Management LP, Glenview Capital Management LLC, Maverick Capital Ltd, PDT Partners LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC, Walleye Capital LLC, Winton Group Ltd
Only GOOG (23)
ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners 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, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, MFS Investment Management, Point72 Asset Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, TCI Fund Management Ltd, Tudor Investment Corp, Verition Fund Management LLC
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.