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
- 35
- Reported value
- $12.2bn
- Buyers
- 25
- Sellers
- 19
Breadth +6 among 92 comparable managers.
Amazon Com Inc
- Holders
- 74
- Reported value
- $280bn
- Buyers
- 45
- Sellers
- 28
Breadth +17 among 92 comparable managers.
Who holds both, Q4 2025
Both (33)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only ABNB (2)
Only AMZN (41)
Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, and 16 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.