Holders over time
- MDB
- GOOGL
| Quarter | MDB | GOOGL |
|---|---|---|
| Q3 2020 | 15 holders, $4.8bn | 52 holders, $65.2bn |
| Q4 2020 | 21 holders, $7.6bn | 57 holders, $83.4bn |
| Q1 2021 | 27 holders, $5.5bn | 56 holders, $96.9bn |
| Q2 2021 | 22 holders, $8.3bn | 59 holders, $113bn |
| Q3 2021 | 22 holders, $11.4bn | 59 holders, $123bn |
| Q4 2021 | 23 holders, $13.0bn | 56 holders, $130bn |
| Q1 2022 | 26 holders, $10.9bn | 56 holders, $117bn |
| Q2 2022 | 25 holders, $6.4bn | 49 holders, $88.7bn |
| Q3 2022 | 20 holders, $5.0bn | 53 holders, $76.8bn |
| Q4 2022 | 22 holders, $4.3bn | 55 holders, $122bn |
| Q1 2023 | 18 holders, $5.3bn | 54 holders, $79.8bn |
| Q2 2023 | 31 holders, $8.2bn | 55 holders, $93.0bn |
| Q3 2023 | 32 holders, $6.5bn | 59 holders, $103bn |
| Q4 2023 | 28 holders, $7.1bn | 57 holders, $105bn |
| Q1 2024 | 22 holders, $5.7bn | 58 holders, $112bn |
| Q2 2024 | 25 holders, $4.3bn | 56 holders, $132bn |
| Q3 2024 | 17 holders, $3.9bn | 58 holders, $119bn |
| Q4 2024 | 22 holders, $2.4bn | 58 holders, $141bn |
| Q1 2025 | 19 holders, $1.3bn | 61 holders, $106bn |
| Q2 2025 | 30 holders, $2.1bn | 57 holders, $117bn |
| Q3 2025 | 31 holders, $4.6bn | 61 holders, $174bn |
| Q4 2025 | 34 holders, $7.3bn | 62 holders, $236bn |
| Q1 2026 | 31 holders, $3.9bn | 65 holders, $233bn |
| Q2 2026 | 23 holders, $4.4bn | 64 holders, $309bn |
Mongodb Inc
- Holders
- 34
- Reported value
- $7.3bn
- Buyers
- 28
- Sellers
- 22
Breadth +6 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 (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd
Only MDB (5)
Davidson Kempner Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Two Sigma Investments LP, ValueAct Holdings LP
Only GOOGL (33)
Altimeter Capital Management LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Coatue Management LLC, Dodge & Cox, Element Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Steadfast Capital Management LP, and 8 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.