Holders over time
- MELI
- AMZN
| Quarter | MELI | AMZN |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 63 holders, $195bn |
| Q4 2020 | 26 holders, $23.4bn | 65 holders, $198bn |
| Q1 2021 | 21 holders, $20.5bn | 65 holders, $193bn |
| Q2 2021 | 24 holders, $20.6bn | 66 holders, $221bn |
| Q3 2021 | 24 holders, $22.8bn | 59 holders, $199bn |
| Q4 2021 | 21 holders, $18.1bn | 66 holders, $209bn |
| Q1 2022 | 18 holders, $13.8bn | 66 holders, $201bn |
| Q2 2022 | 18 holders, $7.0bn | 58 holders, $125bn |
| Q3 2022 | 26 holders, $9.9bn | 60 holders, $136bn |
| Q4 2022 | 23 holders, $9.9bn | 56 holders, $93.6bn |
| Q1 2023 | 35 holders, $16.8bn | 61 holders, $112bn |
| Q2 2023 | 27 holders, $14.8bn | 64 holders, $144bn |
| Q3 2023 | 27 holders, $15.6bn | 65 holders, $141bn |
| Q4 2023 | 34 holders, $18.7bn | 69 holders, $172bn |
| Q1 2024 | 30 holders, $17.2bn | 69 holders, $209bn |
| Q2 2024 | 29 holders, $20.5bn | 70 holders, $224bn |
| Q3 2024 | 37 holders, $26.7bn | 62 holders, $206bn |
| Q4 2024 | 31 holders, $22.8bn | 68 holders, $250bn |
| Q1 2025 | 36 holders, $26.6bn | 70 holders, $218bn |
| Q2 2025 | 40 holders, $34.1bn | 71 holders, $253bn |
| Q3 2025 | 35 holders, $30.4bn | 69 holders, $244bn |
| Q4 2025 | 35 holders, $28.3bn | 74 holders, $280bn |
| Q1 2026 | 29 holders, $23.9bn | 70 holders, $261bn |
| Q2 2026 | 26 holders, $22.1bn | 72 holders, $305bn |
Mercadolibre Inc
- Holders
- 35
- Reported value
- $30.4bn
- Buyers
- 20
- Sellers
- 17
Breadth +3 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 (31)
AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd
Only MELI (4)
D1 Capital Partners LP, Dragoneer Investment Group LLC, Durable Capital Partners LP, Renaissance Technologies LLC
Only AMZN (38)
Acadian Asset Management LLC, Appaloosa LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, Coatue Management LLC, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 13 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.