Holders over time
- CART
- GOOG
| Quarter | CART | GOOG |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 47 holders, $73.8bn |
| Q4 2020 | none listed holders, n.a. | 48 holders, $88.6bn |
| Q1 2021 | none listed holders, n.a. | 42 holders, $102bn |
| Q2 2021 | none listed holders, n.a. | 42 holders, $122bn |
| Q3 2021 | none listed holders, n.a. | 44 holders, $128bn |
| Q4 2021 | none listed holders, n.a. | 48 holders, $138bn |
| Q1 2022 | none listed holders, n.a. | 48 holders, $125bn |
| Q2 2022 | none listed holders, n.a. | 46 holders, $93.3bn |
| Q3 2022 | none listed holders, n.a. | 46 holders, $79.3bn |
| Q4 2022 | none listed holders, n.a. | 46 holders, $62.7bn |
| Q1 2023 | none listed holders, n.a. | 48 holders, $65.5bn |
| Q2 2023 | none listed holders, n.a. | 43 holders, $75.1bn |
| Q3 2023 | 12 holders, $1.5bn | 45 holders, $81.6bn |
| Q4 2023 | 9 holders, $1.0bn | 45 holders, $82.8bn |
| Q1 2024 | 19 holders, $2.3bn | 46 holders, $83.4bn |
| Q2 2024 | 19 holders, $1.4bn | 45 holders, $98.4bn |
| Q3 2024 | 16 holders, $1.7bn | 48 holders, $86.1bn |
| Q4 2024 | 19 holders, $1.9bn | 49 holders, $94.5bn |
| Q1 2025 | 14 holders, $1.5bn | 53 holders, $72.6bn |
| Q2 2025 | 13 holders, $1.7bn | 50 holders, $77.5bn |
| Q3 2025 | 13 holders, $1.3bn | 49 holders, $107bn |
| Q4 2025 | 12 holders, $1.7bn | 54 holders, $152bn |
| Q1 2026 | 8 holders, $1.1bn | 56 holders, $148bn |
| Q2 2026 | 9 holders, $1.4bn | 53 holders, $194bn |
Maplebear Inc
- Holders
- 13
- Reported value
- $1.3bn
- Buyers
- 5
- Sellers
- 9
Breadth -4 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 (3)
Hudson Bay Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC
Only CART (10)
Altimeter Capital Management LP, Bridgewater Associates LP, D1 Capital Partners LP, Holocene Advisors LP, Maverick Capital Ltd, Quantbot Technologies LP, Steadfast Capital Management LP, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd
Only GOOG (46)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, and 21 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.