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NTES · AMZN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NTESAMZN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NTES
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterNTESAMZN
Q3 202021 holders, $4.2bn63 holders, $195bn
Q4 202015 holders, $3.5bn65 holders, $198bn
Q1 202114 holders, $4.1bn65 holders, $193bn
Q2 202118 holders, $4.8bn66 holders, $221bn
Q3 202116 holders, $3.0bn59 holders, $199bn
Q4 202114 holders, $3.7bn66 holders, $209bn
Q1 202211 holders, $2.7bn66 holders, $201bn
Q2 202212 holders, $3.2bn58 holders, $125bn
Q3 20229 holders, $2.1bn60 holders, $136bn
Q4 20229 holders, $1.9bn56 holders, $93.6bn
Q1 20237 holders, $2.2bn61 holders, $112bn
Q2 202310 holders, $2.0bn64 holders, $144bn
Q3 20238 holders, $1.4bn65 holders, $141bn
Q4 202313 holders, $1.4bn69 holders, $172bn
Q1 202412 holders, $929m69 holders, $209bn
Q2 202414 holders, $907m70 holders, $224bn
Q3 202411 holders, $943m62 holders, $206bn
Q4 202411 holders, $1.2bn68 holders, $250bn
Q1 202510 holders, $1.6bn70 holders, $218bn
Q2 20259 holders, $1.5bn71 holders, $253bn
Q3 20257 holders, $1.4bn69 holders, $244bn
Q4 20256 holders, $1.1bn74 holders, $280bn
Q1 20268 holders, $825m70 holders, $261bn
Q2 20267 holders, $945m72 holders, $305bn
NTES

Netease Com Inc

Holders
8
Reported value
$825m
Buyers
13
Sellers
13

Breadth 0 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
AMZN

Amazon Com Inc

Holders
70
Reported value
$261bn
Buyers
26
Sellers
45

Breadth -19 among 91 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2026

Among the 71 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NTES (1)

Renaissance Technologies LLC

Only AMZN (63)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, and 38 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.

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