Holders over time
- CPNG
- GOOGL
| Quarter | CPNG | GOOGL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 52 holders, $65.2bn |
| Q4 2020 | none listed holders, n.a. | 57 holders, $83.4bn |
| Q1 2021 | 14 holders, $9.6bn | 56 holders, $96.9bn |
| Q2 2021 | 10 holders, $9.1bn | 59 holders, $113bn |
| Q3 2021 | 16 holders, $7.8bn | 59 holders, $123bn |
| Q4 2021 | 11 holders, $8.2bn | 56 holders, $130bn |
| Q1 2022 | 10 holders, $5.3bn | 56 holders, $117bn |
| Q2 2022 | 9 holders, $3.5bn | 49 holders, $88.7bn |
| Q3 2022 | 14 holders, $5.5bn | 53 holders, $76.8bn |
| Q4 2022 | 18 holders, $4.8bn | 55 holders, $122bn |
| Q1 2023 | 17 holders, $5.3bn | 54 holders, $79.8bn |
| Q2 2023 | 14 holders, $5.9bn | 55 holders, $93.0bn |
| Q3 2023 | 16 holders, $5.8bn | 59 holders, $103bn |
| Q4 2023 | 13 holders, $6.1bn | 57 holders, $105bn |
| Q1 2024 | 14 holders, $6.3bn | 58 holders, $112bn |
| Q2 2024 | 16 holders, $7.5bn | 56 holders, $132bn |
| Q3 2024 | 19 holders, $9.3bn | 58 holders, $119bn |
| Q4 2024 | 23 holders, $8.8bn | 58 holders, $141bn |
| Q1 2025 | 27 holders, $9.4bn | 61 holders, $106bn |
| Q2 2025 | 30 holders, $14.2bn | 57 holders, $117bn |
| Q3 2025 | 29 holders, $14.7bn | 61 holders, $174bn |
| Q4 2025 | 24 holders, $10.4bn | 62 holders, $236bn |
| Q1 2026 | 20 holders, $7.6bn | 65 holders, $233bn |
| Q2 2026 | 19 holders, $5.9bn | 64 holders, $309bn |
Coupang Inc
- Holders
- 24
- Reported value
- $10.4bn
- Buyers
- 18
- Sellers
- 28
Breadth -10 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 (19)
Altimeter Capital Management LP, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Point72 Asset Management LP, Renaissance Technologies LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Wellington Management Group LLP, Winton Group Ltd
Only CPNG (5)
Dragoneer Investment Group LLC, Durable Capital Partners LP, Maverick Capital Ltd, PDT Partners LLC, Two Sigma Investments LP
Only GOOGL (43)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Millennium Management LLC, and 18 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.