Holders over time
- PDD
- GOOGL
| Quarter | PDD | GOOGL |
|---|---|---|
| Q3 2020 | 13 holders, $5.6bn | 52 holders, $65.2bn |
| Q4 2020 | 23 holders, $15.9bn | 57 holders, $83.4bn |
| Q1 2021 | 22 holders, $10.6bn | 56 holders, $96.9bn |
| Q2 2021 | 18 holders, $10.1bn | 59 holders, $113bn |
| Q3 2021 | 17 holders, $8.3bn | 59 holders, $123bn |
| Q4 2021 | 17 holders, $5.6bn | 56 holders, $130bn |
| Q1 2022 | 16 holders, $3.4bn | 56 holders, $117bn |
| Q2 2022 | 21 holders, $4.4bn | 49 holders, $88.7bn |
| Q3 2022 | 23 holders, $5.1bn | 53 holders, $76.8bn |
| Q4 2022 | 26 holders, $6.0bn | 55 holders, $122bn |
| Q1 2023 | 23 holders, $4.5bn | 54 holders, $79.8bn |
| Q2 2023 | 22 holders, $4.9bn | 55 holders, $93.0bn |
| Q3 2023 | 22 holders, $8.2bn | 59 holders, $103bn |
| Q4 2023 | 32 holders, $13.7bn | 57 holders, $105bn |
| Q1 2024 | 25 holders, $10.2bn | 58 holders, $112bn |
| Q2 2024 | 32 holders, $13.6bn | 56 holders, $132bn |
| Q3 2024 | 30 holders, $12.8bn | 58 holders, $119bn |
| Q4 2024 | 24 holders, $9.5bn | 58 holders, $141bn |
| Q1 2025 | 22 holders, $12.3bn | 61 holders, $106bn |
| Q2 2025 | 16 holders, $7.4bn | 57 holders, $117bn |
| Q3 2025 | 23 holders, $10.8bn | 61 holders, $174bn |
| Q4 2025 | 16 holders, $9.9bn | 62 holders, $236bn |
| Q1 2026 | 14 holders, $7.2bn | 65 holders, $233bn |
| Q2 2026 | 8 holders, $4.8bn | 64 holders, $309bn |
PDD Holdings Inc
- Holders
- 16
- Reported value
- $9.9bn
- Buyers
- 12
- Sellers
- 22
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 (14)
Acadian Asset Management LLC, AllianceBernstein 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 (2)
Only GOOGL (48)
Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, 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., Element Capital Management LLC, ExodusPoint Capital Management LP, 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, Markel Group Inc, and 23 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.