L3VLUP
ProSign in

ALRM · AMZN 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.

ALRMAMZN
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.
  • ALRM
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterALRMAMZN
Q3 20207 holders, $294m63 holders, $195bn
Q4 20206 holders, $494m65 holders, $198bn
Q1 20214 holders, $310m65 holders, $193bn
Q2 20215 holders, $325m66 holders, $221bn
Q3 20213 holders, $242m59 holders, $199bn
Q4 20213 holders, $265m66 holders, $209bn
Q1 20224 holders, $141m66 holders, $201bn
Q2 20224 holders, $130m58 holders, $125bn
Q3 20223 holders, $136m60 holders, $136bn
Q4 20224 holders, $64m56 holders, $93.6bn
Q1 20234 holders, $53m61 holders, $112bn
Q2 20234 holders, $27m64 holders, $144bn
Q3 20233 holders, $66m65 holders, $141bn
Q4 20232 holders, $31m69 holders, $172bn
Q1 20243 holders, $42m69 holders, $209bn
Q2 20247 holders, $47m70 holders, $224bn
Q3 20245 holders, $29m62 holders, $206bn
Q4 20243 holders, $33m68 holders, $250bn
Q1 20253 holders, $19m70 holders, $218bn
Q2 20251 holders, $9.1m71 holders, $253bn
Q3 20251 holders, $11m69 holders, $244bn
Q4 20251 holders, $10m74 holders, $280bn
Q1 20261 holders, $16m70 holders, $261bn
Q2 20263 holders, $33m72 holders, $305bn
ALRM

Alarm Com HLDGS Inc

Holders
1
Reported value
$10m
Buyers
18
Sellers
12

Breadth +6 among 92 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
AMZN

Amazon Com Inc

Holders
74
Reported value
$280bn
Buyers
45
Sellers
28

Breadth +17 among 92 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q4 2025

Among the 74 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ALRM (0)

None.

Only AMZN (73)

AllianceBernstein LP, Altimeter Capital Management 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, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, and 48 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.

Back to the 13F Explorer →