Holders over time
- TTD
- GOOGL
| Quarter | TTD | GOOGL |
|---|---|---|
| Q3 2020 | 13 holders, $2.9bn | 52 holders, $65.2bn |
| Q4 2020 | 17 holders, $4.0bn | 57 holders, $83.4bn |
| Q1 2021 | 17 holders, $3.9bn | 56 holders, $96.9bn |
| Q2 2021 | 13 holders, $4.8bn | 59 holders, $113bn |
| Q3 2021 | 6 holders, $4.4bn | 59 holders, $123bn |
| Q4 2021 | 12 holders, $6.8bn | 56 holders, $130bn |
| Q1 2022 | 10 holders, $5.3bn | 56 holders, $117bn |
| Q2 2022 | 16 holders, $3.4bn | 49 holders, $88.7bn |
| Q3 2022 | 13 holders, $4.5bn | 53 holders, $76.8bn |
| Q4 2022 | 13 holders, $3.4bn | 55 holders, $122bn |
| Q1 2023 | 9 holders, $4.1bn | 54 holders, $79.8bn |
| Q2 2023 | 15 holders, $5.5bn | 55 holders, $93.0bn |
| Q3 2023 | 14 holders, $5.4bn | 59 holders, $103bn |
| Q4 2023 | 16 holders, $4.9bn | 57 holders, $105bn |
| Q1 2024 | 17 holders, $5.5bn | 58 holders, $112bn |
| Q2 2024 | 16 holders, $5.9bn | 56 holders, $132bn |
| Q3 2024 | 15 holders, $6.9bn | 58 holders, $119bn |
| Q4 2024 | 21 holders, $7.3bn | 58 holders, $141bn |
| Q1 2025 | 15 holders, $2.6bn | 61 holders, $106bn |
| Q2 2025 | 18 holders, $3.1bn | 57 holders, $117bn |
| Q3 2025 | 13 holders, $2.3bn | 61 holders, $174bn |
| Q4 2025 | 16 holders, $2.1bn | 62 holders, $236bn |
| Q1 2026 | 13 holders, $997m | 65 holders, $233bn |
| Q2 2026 | 8 holders, $761m | 64 holders, $309bn |
The Trade Desk Inc
- Holders
- 16
- Reported value
- $2.1bn
- Buyers
- 23
- Sellers
- 12
Breadth +11 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 (12)
Acadian Asset Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only TTD (4)
ARK Investment Management LLC, PDT Partners LLC, Quantbot Technologies LP, Two Sigma Investments LP
Only GOOGL (50)
AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 25 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.