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SE · GOOG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SEGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SE
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterSEGOOG
Q3 202027 holders, $15.3bn47 holders, $73.8bn
Q4 202029 holders, $21.8bn48 holders, $88.6bn
Q1 202132 holders, $24.7bn42 holders, $102bn
Q2 202133 holders, $28.9bn42 holders, $122bn
Q3 202136 holders, $36.1bn44 holders, $128bn
Q4 202135 holders, $24.0bn48 holders, $138bn
Q1 202214 holders, $11.9bn48 holders, $125bn
Q2 202215 holders, $5.4bn46 holders, $93.3bn
Q3 202214 holders, $6.2bn46 holders, $79.3bn
Q4 202212 holders, $6.1bn46 holders, $62.7bn
Q1 202321 holders, $10.3bn48 holders, $65.5bn
Q2 202318 holders, $5.9bn43 holders, $75.1bn
Q3 202317 holders, $4.2bn45 holders, $81.6bn
Q4 202314 holders, $4.2bn45 holders, $82.8bn
Q1 202415 holders, $5.7bn46 holders, $83.4bn
Q2 202416 holders, $7.1bn45 holders, $98.4bn
Q3 202419 holders, $10.3bn48 holders, $86.1bn
Q4 202422 holders, $11.6bn49 holders, $94.5bn
Q1 202526 holders, $15.2bn53 holders, $72.6bn
Q2 202533 holders, $19.1bn50 holders, $77.5bn
Q3 202534 holders, $21.9bn49 holders, $107bn
Q4 202526 holders, $16.3bn54 holders, $152bn
Q1 202620 holders, $10.9bn56 holders, $148bn
Q2 202622 holders, $12.7bn53 holders, $194bn
SE

Sea LTD

Holders
34
Reported value
$21.9bn
Buyers
16
Sellers
17

Breadth -1 among 95 comparable managers.

Business and payment servicesConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
49
Reported value
$107bn
Buyers
23
Sellers
25

Breadth -2 among 95 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q3 2025

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SE (13)

Bridgewater Associates LP, Caxton Associates LLP, D1 Capital Partners LP, Holocene Advisors LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Oaktree Capital Management LP, Point72 Asset Management LP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Whale Rock Capital Management LLC

Only GOOG (28)

Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Pershing Square Capital Management LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Squarepoint Ops LLC, Susquehanna International Group LLP, TCI Fund Management Ltd, and 3 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.

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