Holders over time
- UBER
- GOOGL
| Quarter | UBER | GOOGL |
|---|---|---|
| Q3 2020 | 23 holders, $8.2bn | 52 holders, $65.2bn |
| Q4 2020 | 36 holders, $14.1bn | 57 holders, $83.4bn |
| Q1 2021 | 37 holders, $16.1bn | 56 holders, $96.9bn |
| Q2 2021 | 38 holders, $15.1bn | 59 holders, $113bn |
| Q3 2021 | 40 holders, $14.4bn | 59 holders, $123bn |
| Q4 2021 | 38 holders, $12.2bn | 56 holders, $130bn |
| Q1 2022 | 31 holders, $8.7bn | 56 holders, $117bn |
| Q2 2022 | 28 holders, $5.1bn | 49 holders, $88.7bn |
| Q3 2022 | 33 holders, $7.9bn | 53 holders, $76.8bn |
| Q4 2022 | 30 holders, $7.3bn | 55 holders, $122bn |
| Q1 2023 | 27 holders, $9.6bn | 54 holders, $79.8bn |
| Q2 2023 | 41 holders, $15.5bn | 55 holders, $93.0bn |
| Q3 2023 | 41 holders, $18.2bn | 59 holders, $103bn |
| Q4 2023 | 38 holders, $23.6bn | 57 holders, $105bn |
| Q1 2024 | 44 holders, $29.5bn | 58 holders, $112bn |
| Q2 2024 | 47 holders, $27.0bn | 56 holders, $132bn |
| Q3 2024 | 40 holders, $27.4bn | 58 holders, $119bn |
| Q4 2024 | 42 holders, $19.8bn | 58 holders, $141bn |
| Q1 2025 | 37 holders, $23.9bn | 61 holders, $106bn |
| Q2 2025 | 42 holders, $30.3bn | 57 holders, $117bn |
| Q3 2025 | 38 holders, $29.3bn | 61 holders, $174bn |
| Q4 2025 | 40 holders, $23.1bn | 62 holders, $236bn |
| Q1 2026 | 36 holders, $20.0bn | 65 holders, $233bn |
| Q2 2026 | 34 holders, $21.3bn | 64 holders, $309bn |
Uber Technologies Inc
- Holders
- 40
- Reported value
- $23.1bn
- Buyers
- 29
- Sellers
- 22
Breadth +7 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 (36)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only UBER (4)
Appaloosa LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Glenview Capital Management LLC
Only GOOGL (26)
Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Light Street Capital Management LLC, Millennium Management LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Susquehanna International Group LLP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC, and 1 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.