Holders over time
- PDD
- AMZN
| Quarter | PDD | AMZN |
|---|---|---|
| Q3 2020 | 13 holders, $5.6bn | 63 holders, $195bn |
| Q4 2020 | 23 holders, $15.9bn | 65 holders, $198bn |
| Q1 2021 | 22 holders, $10.6bn | 65 holders, $193bn |
| Q2 2021 | 18 holders, $10.1bn | 66 holders, $221bn |
| Q3 2021 | 17 holders, $8.3bn | 59 holders, $199bn |
| Q4 2021 | 17 holders, $5.6bn | 66 holders, $209bn |
| Q1 2022 | 16 holders, $3.4bn | 66 holders, $201bn |
| Q2 2022 | 21 holders, $4.4bn | 58 holders, $125bn |
| Q3 2022 | 23 holders, $5.1bn | 60 holders, $136bn |
| Q4 2022 | 26 holders, $6.0bn | 56 holders, $93.6bn |
| Q1 2023 | 23 holders, $4.5bn | 61 holders, $112bn |
| Q2 2023 | 22 holders, $4.9bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $8.2bn | 65 holders, $141bn |
| Q4 2023 | 32 holders, $13.7bn | 69 holders, $172bn |
| Q1 2024 | 25 holders, $10.2bn | 69 holders, $209bn |
| Q2 2024 | 32 holders, $13.6bn | 70 holders, $224bn |
| Q3 2024 | 30 holders, $12.8bn | 62 holders, $206bn |
| Q4 2024 | 24 holders, $9.5bn | 68 holders, $250bn |
| Q1 2025 | 22 holders, $12.3bn | 70 holders, $218bn |
| Q2 2025 | 16 holders, $7.4bn | 71 holders, $253bn |
| Q3 2025 | 23 holders, $10.8bn | 69 holders, $244bn |
| Q4 2025 | 16 holders, $9.9bn | 74 holders, $280bn |
| Q1 2026 | 14 holders, $7.2bn | 70 holders, $261bn |
| Q2 2026 | 8 holders, $4.8bn | 72 holders, $305bn |
PDD Holdings Inc
- Holders
- 16
- Reported value
- $9.9bn
- Buyers
- 12
- Sellers
- 22
Breadth -10 among 92 comparable managers.
Amazon Com Inc
- Holders
- 74
- Reported value
- $280bn
- Buyers
- 45
- Sellers
- 28
Breadth +17 among 92 comparable managers.
Who holds both, Q4 2025
Both (15)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Polen Capital Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
Only PDD (1)
Only AMZN (59)
Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, 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, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, and 34 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.