Holders over time
- MELI
- GOOG
| Quarter | MELI | GOOG |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 47 holders, $73.8bn |
| Q4 2020 | 26 holders, $23.4bn | 48 holders, $88.6bn |
| Q1 2021 | 21 holders, $20.5bn | 42 holders, $102bn |
| Q2 2021 | 24 holders, $20.6bn | 42 holders, $122bn |
| Q3 2021 | 24 holders, $22.8bn | 44 holders, $128bn |
| Q4 2021 | 21 holders, $18.1bn | 48 holders, $138bn |
| Q1 2022 | 18 holders, $13.8bn | 48 holders, $125bn |
| Q2 2022 | 18 holders, $7.0bn | 46 holders, $93.3bn |
| Q3 2022 | 26 holders, $9.9bn | 46 holders, $79.3bn |
| Q4 2022 | 23 holders, $9.9bn | 46 holders, $62.7bn |
| Q1 2023 | 35 holders, $16.8bn | 48 holders, $65.5bn |
| Q2 2023 | 27 holders, $14.8bn | 43 holders, $75.1bn |
| Q3 2023 | 27 holders, $15.6bn | 45 holders, $81.6bn |
| Q4 2023 | 34 holders, $18.7bn | 45 holders, $82.8bn |
| Q1 2024 | 30 holders, $17.2bn | 46 holders, $83.4bn |
| Q2 2024 | 29 holders, $20.5bn | 45 holders, $98.4bn |
| Q3 2024 | 37 holders, $26.7bn | 48 holders, $86.1bn |
| Q4 2024 | 31 holders, $22.8bn | 49 holders, $94.5bn |
| Q1 2025 | 36 holders, $26.6bn | 53 holders, $72.6bn |
| Q2 2025 | 40 holders, $34.1bn | 50 holders, $77.5bn |
| Q3 2025 | 35 holders, $30.4bn | 49 holders, $107bn |
| Q4 2025 | 35 holders, $28.3bn | 54 holders, $152bn |
| Q1 2026 | 29 holders, $23.9bn | 56 holders, $148bn |
| Q2 2026 | 26 holders, $22.1bn | 53 holders, $194bn |
Mercadolibre Inc
- Holders
- 29
- Reported value
- $23.9bn
- Buyers
- 27
- Sellers
- 24
Breadth +3 among 91 comparable managers.
Alphabet Inc
- Holders
- 56
- Reported value
- $148bn
- Buyers
- 25
- Sellers
- 34
Breadth -9 among 91 comparable managers.
Who holds both, Q1 2026
Both (24)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only MELI (5)
D1 Capital Partners LP, Durable Capital Partners LP, Holocene Advisors LP, Tiger Global Management LLC, Winton Group Ltd
Only GOOG (32)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baupost Group LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, and 7 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.