Holders over time
- BABA
- GOOGL
| Quarter | BABA | GOOGL |
|---|---|---|
| Q3 2020 | 56 holders, $71.2bn | 52 holders, $65.2bn |
| Q4 2020 | 46 holders, $50.4bn | 57 holders, $83.4bn |
| Q1 2021 | 46 holders, $44.4bn | 56 holders, $96.9bn |
| Q2 2021 | 41 holders, $36.2bn | 59 holders, $113bn |
| Q3 2021 | 32 holders, $16.9bn | 59 holders, $123bn |
| Q4 2021 | 29 holders, $9.5bn | 56 holders, $130bn |
| Q1 2022 | 24 holders, $7.6bn | 56 holders, $117bn |
| Q2 2022 | 31 holders, $7.3bn | 49 holders, $88.7bn |
| Q3 2022 | 27 holders, $5.6bn | 53 holders, $76.8bn |
| Q4 2022 | 32 holders, $5.5bn | 55 holders, $122bn |
| Q1 2023 | 40 holders, $7.7bn | 54 holders, $79.8bn |
| Q2 2023 | 30 holders, $6.0bn | 55 holders, $93.0bn |
| Q3 2023 | 31 holders, $5.9bn | 59 holders, $103bn |
| Q4 2023 | 30 holders, $5.5bn | 57 holders, $105bn |
| Q1 2024 | 26 holders, $5.3bn | 58 holders, $112bn |
| Q2 2024 | 29 holders, $4.6bn | 56 holders, $132bn |
| Q3 2024 | 32 holders, $7.5bn | 58 holders, $119bn |
| Q4 2024 | 27 holders, $4.5bn | 58 holders, $141bn |
| Q1 2025 | 33 holders, $10.9bn | 61 holders, $106bn |
| Q2 2025 | 20 holders, $5.3bn | 57 holders, $117bn |
| Q3 2025 | 28 holders, $9.1bn | 61 holders, $174bn |
| Q4 2025 | 26 holders, $6.6bn | 62 holders, $236bn |
| Q1 2026 | 21 holders, $4.8bn | 65 holders, $233bn |
| Q2 2026 | 20 holders, $2.6bn | 64 holders, $309bn |
Alibaba Group HLDG LTD
- Holders
- 26
- Reported value
- $6.6bn
- Buyers
- 19
- Sellers
- 26
Breadth -7 among 92 comparable managers.
Alphabet Inc
- Holders
- 62
- Reported value
- $236bn
- Buyers
- 32
- Sellers
- 31
Breadth +1 among 92 comparable managers.
Who holds both, Q4 2025
Both (23)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only BABA (3)
Appaloosa LP, ARK Investment Management LLC, Third Point LLC
Only GOOGL (39)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Element Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Light Street Capital Management LLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, and 14 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.