Holders over time
- BABA
- GOOG
| Quarter | BABA | GOOG |
|---|---|---|
| Q3 2020 | 56 holders, $71.2bn | 47 holders, $73.8bn |
| Q4 2020 | 46 holders, $50.4bn | 48 holders, $88.6bn |
| Q1 2021 | 46 holders, $44.4bn | 42 holders, $102bn |
| Q2 2021 | 41 holders, $36.2bn | 42 holders, $122bn |
| Q3 2021 | 32 holders, $16.9bn | 44 holders, $128bn |
| Q4 2021 | 29 holders, $9.5bn | 48 holders, $138bn |
| Q1 2022 | 24 holders, $7.6bn | 48 holders, $125bn |
| Q2 2022 | 31 holders, $7.3bn | 46 holders, $93.3bn |
| Q3 2022 | 27 holders, $5.6bn | 46 holders, $79.3bn |
| Q4 2022 | 32 holders, $5.5bn | 46 holders, $62.7bn |
| Q1 2023 | 40 holders, $7.7bn | 48 holders, $65.5bn |
| Q2 2023 | 30 holders, $6.0bn | 43 holders, $75.1bn |
| Q3 2023 | 31 holders, $5.9bn | 45 holders, $81.6bn |
| Q4 2023 | 30 holders, $5.5bn | 45 holders, $82.8bn |
| Q1 2024 | 26 holders, $5.3bn | 46 holders, $83.4bn |
| Q2 2024 | 29 holders, $4.6bn | 45 holders, $98.4bn |
| Q3 2024 | 32 holders, $7.5bn | 48 holders, $86.1bn |
| Q4 2024 | 27 holders, $4.5bn | 49 holders, $94.5bn |
| Q1 2025 | 33 holders, $10.9bn | 53 holders, $72.6bn |
| Q2 2025 | 20 holders, $5.3bn | 50 holders, $77.5bn |
| Q3 2025 | 28 holders, $9.1bn | 49 holders, $107bn |
| Q4 2025 | 26 holders, $6.6bn | 54 holders, $152bn |
| Q1 2026 | 21 holders, $4.8bn | 56 holders, $148bn |
| Q2 2026 | 20 holders, $2.6bn | 53 holders, $194bn |
Alibaba Group HLDG LTD
- Holders
- 28
- Reported value
- $9.1bn
- Buyers
- 20
- Sellers
- 11
Breadth +9 among 95 comparable managers.
Alphabet Inc
- Holders
- 49
- Reported value
- $107bn
- Buyers
- 23
- Sellers
- 25
Breadth -2 among 95 comparable managers.
Who holds both, Q3 2025
Both (22)
Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Wellington Management Group LLP
Only BABA (6)
Altimeter Capital Management LP, Caxton Associates LLP, Discovery Capital Management LLC, Light Street Capital Management LLC, Rokos Capital Management LLP, Steadfast Capital Management LP
Only GOOG (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baupost Group LLC, Capital Research Global Investors, Citadel Advisors LLC, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Tudor Investment Corp, Voloridge Investment Management LLC, and 2 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.