Holders over time
- APP
- GOOGL
| Quarter | APP | GOOGL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 52 holders, $65.2bn |
| Q4 2020 | none listed holders, n.a. | 57 holders, $83.4bn |
| Q1 2021 | none listed holders, n.a. | 56 holders, $96.9bn |
| Q2 2021 | 4 holders, $153m | 59 holders, $113bn |
| Q3 2021 | 4 holders, $124m | 59 holders, $123bn |
| Q4 2021 | 6 holders, $223m | 56 holders, $130bn |
| Q1 2022 | 5 holders, $123m | 56 holders, $117bn |
| Q2 2022 | 3 holders, $61m | 49 holders, $88.7bn |
| Q3 2022 | 2 holders, $115m | 53 holders, $76.8bn |
| Q4 2022 | 5 holders, $101m | 55 holders, $122bn |
| Q1 2023 | 6 holders, $92m | 54 holders, $79.8bn |
| Q2 2023 | 9 holders, $128m | 55 holders, $93.0bn |
| Q3 2023 | 11 holders, $310m | 59 holders, $103bn |
| Q4 2023 | 10 holders, $330m | 57 holders, $105bn |
| Q1 2024 | 15 holders, $1.4bn | 58 holders, $112bn |
| Q2 2024 | 17 holders, $1.8bn | 56 holders, $132bn |
| Q3 2024 | 23 holders, $3.9bn | 58 holders, $119bn |
| Q4 2024 | 36 holders, $16.5bn | 58 holders, $141bn |
| Q1 2025 | 34 holders, $13.9bn | 61 holders, $106bn |
| Q2 2025 | 44 holders, $20.5bn | 57 holders, $117bn |
| Q3 2025 | 36 holders, $37.9bn | 61 holders, $174bn |
| Q4 2025 | 34 holders, $38.0bn | 62 holders, $236bn |
| Q1 2026 | 27 holders, $23.3bn | 65 holders, $233bn |
| Q2 2026 | 22 holders, $29.1bn | 64 holders, $309bn |
Applovin Corp
- Holders
- 22
- Reported value
- $29.1bn
- Buyers
- 19
- Sellers
- 24
Breadth -5 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 (22)
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, Lone Pine Capital LLC, 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 (0)
None.
Only GOOGL (42)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, and 17 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.