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DASH · 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.

DASHGOOG
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.
  • DASH
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterDASHGOOG
Q3 2020none listed holders, n.a.47 holders, $73.8bn
Q4 202021 holders, $5.5bn48 holders, $88.6bn
Q1 202117 holders, $6.4bn42 holders, $102bn
Q2 202122 holders, $11.4bn42 holders, $122bn
Q3 202120 holders, $14.7bn44 holders, $128bn
Q4 202122 holders, $10.9bn48 holders, $138bn
Q1 202216 holders, $7.9bn48 holders, $125bn
Q2 202216 holders, $3.5bn46 holders, $93.3bn
Q3 202218 holders, $2.2bn46 holders, $79.3bn
Q4 202214 holders, $2.7bn46 holders, $62.7bn
Q1 202319 holders, $3.6bn48 holders, $65.5bn
Q2 202324 holders, $5.1bn43 holders, $75.1bn
Q3 202327 holders, $6.0bn45 holders, $81.6bn
Q4 202328 holders, $7.2bn45 holders, $82.8bn
Q1 202437 holders, $10.1bn46 holders, $83.4bn
Q2 202431 holders, $8.5bn45 holders, $98.4bn
Q3 202440 holders, $12.5bn48 holders, $86.1bn
Q4 202445 holders, $14.9bn49 holders, $94.5bn
Q1 202538 holders, $13.5bn53 holders, $72.6bn
Q2 202546 holders, $17.5bn50 holders, $77.5bn
Q3 202543 holders, $18.9bn49 holders, $107bn
Q4 202537 holders, $19.6bn54 holders, $152bn
Q1 202635 holders, $12.9bn56 holders, $148bn
Q2 202624 holders, $16.0bn53 holders, $194bn
DASH

Doordash Inc

Holders
37
Reported value
$19.6bn
Buyers
24
Sellers
27

Breadth -3 among 92 comparable managers.

Business and payment servicesConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
54
Reported value
$152bn
Buyers
26
Sellers
26

Breadth 0 among 92 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q4 2025

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DASH (10)

Bridgewater Associates LP, Davidson Kempner Capital Management LP, Durable Capital Partners LP, Holocene Advisors LP, Lone Pine Capital LLC, PDT Partners LLC, Quantbot Technologies LP, Soros Fund Management LLC, Tiger Global Management LLC, Winton Group Ltd

Only GOOG (27)

Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Susquehanna International Group LLP, TCI Fund Management Ltd, Tudor Investment Corp, Verition Fund Management LLC, and 2 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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