Holders over time
- ABNB
- AMZN
| Quarter | ABNB | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | 18 holders, $4.8bn | 65 holders, $198bn |
| Q1 2021 | 16 holders, $4.4bn | 65 holders, $193bn |
| Q2 2021 | 32 holders, $8.7bn | 66 holders, $221bn |
| Q3 2021 | 28 holders, $12.6bn | 59 holders, $199bn |
| Q4 2021 | 23 holders, $13.8bn | 66 holders, $209bn |
| Q1 2022 | 29 holders, $16.4bn | 66 holders, $201bn |
| Q2 2022 | 23 holders, $8.8bn | 58 holders, $125bn |
| Q3 2022 | 21 holders, $9.9bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $8.5bn | 56 holders, $93.6bn |
| Q1 2023 | 21 holders, $11.7bn | 61 holders, $112bn |
| Q2 2023 | 21 holders, $13.9bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $13.5bn | 65 holders, $141bn |
| Q4 2023 | 16 holders, $11.7bn | 69 holders, $172bn |
| Q1 2024 | 24 holders, $14.7bn | 69 holders, $209bn |
| Q2 2024 | 30 holders, $11.1bn | 70 holders, $224bn |
| Q3 2024 | 27 holders, $9.3bn | 62 holders, $206bn |
| Q4 2024 | 27 holders, $9.3bn | 68 holders, $250bn |
| Q1 2025 | 30 holders, $8.8bn | 70 holders, $218bn |
| Q2 2025 | 34 holders, $10.0bn | 71 holders, $253bn |
| Q3 2025 | 32 holders, $9.3bn | 69 holders, $244bn |
| Q4 2025 | 35 holders, $12.2bn | 74 holders, $280bn |
| Q1 2026 | 38 holders, $11.7bn | 70 holders, $261bn |
| Q2 2026 | 29 holders, $13.1bn | 72 holders, $305bn |
Airbnb Inc
- Holders
- 32
- Reported value
- $9.3bn
- Buyers
- 22
- Sellers
- 12
Breadth +10 among 95 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $244bn
- Buyers
- 33
- Sellers
- 36
Breadth -3 among 95 comparable managers.
Who holds both, Q3 2025
Both (29)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only AMZN (40)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 15 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.