Holders over time
- UBER
- GOOG
| Quarter | UBER | GOOG |
|---|---|---|
| Q3 2020 | 23 holders, $8.2bn | 47 holders, $73.8bn |
| Q4 2020 | 36 holders, $14.1bn | 48 holders, $88.6bn |
| Q1 2021 | 37 holders, $16.1bn | 42 holders, $102bn |
| Q2 2021 | 38 holders, $15.1bn | 42 holders, $122bn |
| Q3 2021 | 40 holders, $14.4bn | 44 holders, $128bn |
| Q4 2021 | 38 holders, $12.2bn | 48 holders, $138bn |
| Q1 2022 | 31 holders, $8.7bn | 48 holders, $125bn |
| Q2 2022 | 28 holders, $5.1bn | 46 holders, $93.3bn |
| Q3 2022 | 33 holders, $7.9bn | 46 holders, $79.3bn |
| Q4 2022 | 30 holders, $7.3bn | 46 holders, $62.7bn |
| Q1 2023 | 27 holders, $9.6bn | 48 holders, $65.5bn |
| Q2 2023 | 41 holders, $15.5bn | 43 holders, $75.1bn |
| Q3 2023 | 41 holders, $18.2bn | 45 holders, $81.6bn |
| Q4 2023 | 38 holders, $23.6bn | 45 holders, $82.8bn |
| Q1 2024 | 44 holders, $29.5bn | 46 holders, $83.4bn |
| Q2 2024 | 47 holders, $27.0bn | 45 holders, $98.4bn |
| Q3 2024 | 40 holders, $27.4bn | 48 holders, $86.1bn |
| Q4 2024 | 42 holders, $19.8bn | 49 holders, $94.5bn |
| Q1 2025 | 37 holders, $23.9bn | 53 holders, $72.6bn |
| Q2 2025 | 42 holders, $30.3bn | 50 holders, $77.5bn |
| Q3 2025 | 38 holders, $29.3bn | 49 holders, $107bn |
| Q4 2025 | 40 holders, $23.1bn | 54 holders, $152bn |
| Q1 2026 | 36 holders, $20.0bn | 56 holders, $148bn |
| Q2 2026 | 34 holders, $21.3bn | 53 holders, $194bn |
Uber Technologies Inc
- Holders
- 36
- Reported value
- $20.0bn
- Buyers
- 19
- Sellers
- 30
Breadth -11 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 (25)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Egerton Capital UK LLP, Fidelity (FMR LLC), Invesco Ltd, 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, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only UBER (11)
Altimeter Capital Management LP, Caxton Associates LLP, Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Soros Fund Management LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Tudor Investment Corp, Winton Group Ltd
Only GOOG (31)
ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 6 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.