Holders over time
- BABA
- AMZN
| Quarter | BABA | AMZN |
|---|---|---|
| Q3 2020 | 56 holders, $71.2bn | 63 holders, $195bn |
| Q4 2020 | 46 holders, $50.4bn | 65 holders, $198bn |
| Q1 2021 | 46 holders, $44.4bn | 65 holders, $193bn |
| Q2 2021 | 41 holders, $36.2bn | 66 holders, $221bn |
| Q3 2021 | 32 holders, $16.9bn | 59 holders, $199bn |
| Q4 2021 | 29 holders, $9.5bn | 66 holders, $209bn |
| Q1 2022 | 24 holders, $7.6bn | 66 holders, $201bn |
| Q2 2022 | 31 holders, $7.3bn | 58 holders, $125bn |
| Q3 2022 | 27 holders, $5.6bn | 60 holders, $136bn |
| Q4 2022 | 32 holders, $5.5bn | 56 holders, $93.6bn |
| Q1 2023 | 40 holders, $7.7bn | 61 holders, $112bn |
| Q2 2023 | 30 holders, $6.0bn | 64 holders, $144bn |
| Q3 2023 | 31 holders, $5.9bn | 65 holders, $141bn |
| Q4 2023 | 30 holders, $5.5bn | 69 holders, $172bn |
| Q1 2024 | 26 holders, $5.3bn | 69 holders, $209bn |
| Q2 2024 | 29 holders, $4.6bn | 70 holders, $224bn |
| Q3 2024 | 32 holders, $7.5bn | 62 holders, $206bn |
| Q4 2024 | 27 holders, $4.5bn | 68 holders, $250bn |
| Q1 2025 | 33 holders, $10.9bn | 70 holders, $218bn |
| Q2 2025 | 20 holders, $5.3bn | 71 holders, $253bn |
| Q3 2025 | 28 holders, $9.1bn | 69 holders, $244bn |
| Q4 2025 | 26 holders, $6.6bn | 74 holders, $280bn |
| Q1 2026 | 21 holders, $4.8bn | 70 holders, $261bn |
| Q2 2026 | 20 holders, $2.6bn | 72 holders, $305bn |
Alibaba Group HLDG LTD
- Holders
- 21
- Reported value
- $4.8bn
- Buyers
- 14
- Sellers
- 24
Breadth -10 among 91 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $261bn
- Buyers
- 26
- Sellers
- 45
Breadth -19 among 91 comparable managers.
Who holds both, Q1 2026
Both (21)
Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Walleye Capital LLC
Only BABA (0)
None.
Only AMZN (49)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, 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, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 24 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.