Holders over time
- APP
- AMZN
| Quarter | APP | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | none listed holders, n.a. | 65 holders, $198bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $193bn |
| Q2 2021 | 4 holders, $153m | 66 holders, $221bn |
| Q3 2021 | 4 holders, $124m | 59 holders, $199bn |
| Q4 2021 | 6 holders, $223m | 66 holders, $209bn |
| Q1 2022 | 5 holders, $123m | 66 holders, $201bn |
| Q2 2022 | 3 holders, $61m | 58 holders, $125bn |
| Q3 2022 | 2 holders, $115m | 60 holders, $136bn |
| Q4 2022 | 5 holders, $101m | 56 holders, $93.6bn |
| Q1 2023 | 6 holders, $92m | 61 holders, $112bn |
| Q2 2023 | 9 holders, $128m | 64 holders, $144bn |
| Q3 2023 | 11 holders, $310m | 65 holders, $141bn |
| Q4 2023 | 10 holders, $330m | 69 holders, $172bn |
| Q1 2024 | 15 holders, $1.4bn | 69 holders, $209bn |
| Q2 2024 | 17 holders, $1.8bn | 70 holders, $224bn |
| Q3 2024 | 23 holders, $3.9bn | 62 holders, $206bn |
| Q4 2024 | 36 holders, $16.5bn | 68 holders, $250bn |
| Q1 2025 | 34 holders, $13.9bn | 70 holders, $218bn |
| Q2 2025 | 44 holders, $20.5bn | 71 holders, $253bn |
| Q3 2025 | 36 holders, $37.9bn | 69 holders, $244bn |
| Q4 2025 | 34 holders, $38.0bn | 74 holders, $280bn |
| Q1 2026 | 27 holders, $23.3bn | 70 holders, $261bn |
| Q2 2026 | 22 holders, $29.1bn | 72 holders, $305bn |
Applovin Corp
- Holders
- 22
- Reported value
- $29.1bn
- Buyers
- 19
- Sellers
- 24
Breadth -5 among 91 comparable managers.
Amazon Com Inc
- Holders
- 72
- Reported value
- $305bn
- Buyers
- 47
- Sellers
- 24
Breadth +23 among 91 comparable managers.
Who holds both, Q2 2026
Both (21)
AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Whale Rock Capital Management LLC, Woodline Partners LP
Only APP (1)
Only AMZN (51)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Dragoneer Investment Group LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, and 26 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.