Holders over time
- ABNB
- GOOGL
| Quarter | ABNB | GOOGL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 52 holders, $65.2bn |
| Q4 2020 | 18 holders, $4.8bn | 57 holders, $83.4bn |
| Q1 2021 | 16 holders, $4.4bn | 56 holders, $96.9bn |
| Q2 2021 | 32 holders, $8.7bn | 59 holders, $113bn |
| Q3 2021 | 28 holders, $12.6bn | 59 holders, $123bn |
| Q4 2021 | 23 holders, $13.8bn | 56 holders, $130bn |
| Q1 2022 | 29 holders, $16.4bn | 56 holders, $117bn |
| Q2 2022 | 23 holders, $8.8bn | 49 holders, $88.7bn |
| Q3 2022 | 21 holders, $9.9bn | 53 holders, $76.8bn |
| Q4 2022 | 23 holders, $8.5bn | 55 holders, $122bn |
| Q1 2023 | 21 holders, $11.7bn | 54 holders, $79.8bn |
| Q2 2023 | 21 holders, $13.9bn | 55 holders, $93.0bn |
| Q3 2023 | 22 holders, $13.5bn | 59 holders, $103bn |
| Q4 2023 | 16 holders, $11.7bn | 57 holders, $105bn |
| Q1 2024 | 24 holders, $14.7bn | 58 holders, $112bn |
| Q2 2024 | 30 holders, $11.1bn | 56 holders, $132bn |
| Q3 2024 | 27 holders, $9.3bn | 58 holders, $119bn |
| Q4 2024 | 27 holders, $9.3bn | 58 holders, $141bn |
| Q1 2025 | 30 holders, $8.8bn | 61 holders, $106bn |
| Q2 2025 | 34 holders, $10.0bn | 57 holders, $117bn |
| Q3 2025 | 32 holders, $9.3bn | 61 holders, $174bn |
| Q4 2025 | 35 holders, $12.2bn | 62 holders, $236bn |
| Q1 2026 | 38 holders, $11.7bn | 65 holders, $233bn |
| Q2 2026 | 29 holders, $13.1bn | 64 holders, $309bn |
Airbnb Inc
- Holders
- 29
- Reported value
- $13.1bn
- Buyers
- 16
- Sellers
- 27
Breadth -11 among 91 comparable managers.
Alphabet Inc
- Holders
- 64
- Reported value
- $309bn
- Buyers
- 33
- Sellers
- 34
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (26)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only ABNB (3)
Akre Capital Management LLC, PDT Partners LLC, Walleye Capital LLC
Only GOOGL (38)
AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, and 13 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.