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
- 36
- Reported value
- $20.0bn
- Buyers
- 19
- Sellers
- 30
Breadth -11 among 91 comparable managers.
Alphabet Inc
- Holders
- 65
- Reported value
- $233bn
- Buyers
- 28
- Sellers
- 37
Breadth -9 among 91 comparable managers.
Who holds both, Q1 2026
Both (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, 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, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only UBER (5)
Altimeter Capital Management LP, Appaloosa LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Glenview Capital Management LLC
Only GOOGL (34)
Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, and 9 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.