Holders over time
- CVNA
- AMZN
| Quarter | CVNA | AMZN |
|---|---|---|
| Q3 2020 | 14 holders, $7.9bn | 63 holders, $195bn |
| Q4 2020 | 15 holders, $8.8bn | 65 holders, $198bn |
| Q1 2021 | 18 holders, $9.1bn | 65 holders, $193bn |
| Q2 2021 | 20 holders, $11.3bn | 66 holders, $221bn |
| Q3 2021 | 17 holders, $12.6bn | 59 holders, $199bn |
| Q4 2021 | 13 holders, $11.5bn | 66 holders, $209bn |
| Q1 2022 | 9 holders, $5.3bn | 66 holders, $201bn |
| Q2 2022 | 14 holders, $895m | 58 holders, $125bn |
| Q3 2022 | 10 holders, $876m | 60 holders, $136bn |
| Q4 2022 | 1 holders, $67m | 56 holders, $93.6bn |
| Q1 2023 | 3 holders, $165m | 61 holders, $112bn |
| Q2 2023 | 9 holders, $350m | 64 holders, $144bn |
| Q3 2023 | 10 holders, $639m | 65 holders, $141bn |
| Q4 2023 | 8 holders, $888m | 69 holders, $172bn |
| Q1 2024 | 12 holders, $1.8bn | 69 holders, $209bn |
| Q2 2024 | 22 holders, $4.5bn | 70 holders, $224bn |
| Q3 2024 | 24 holders, $6.8bn | 62 holders, $206bn |
| Q4 2024 | 25 holders, $7.6bn | 68 holders, $250bn |
| Q1 2025 | 25 holders, $8.6bn | 70 holders, $218bn |
| Q2 2025 | 34 holders, $14.8bn | 71 holders, $253bn |
| Q3 2025 | 36 holders, $16.7bn | 69 holders, $244bn |
| Q4 2025 | 31 holders, $19.8bn | 74 holders, $280bn |
| Q1 2026 | 28 holders, $16.8bn | 70 holders, $261bn |
| Q2 2026 | 25 holders, $17.7bn | 72 holders, $305bn |
Carvana Co
- Holders
- 25
- Reported value
- $17.7bn
- Buyers
- 6
- Sellers
- 6
A share split this quarter: the changes in shares are the split, not buying or selling.
Amazon Com Inc
- Holders
- 72
- Reported value
- $305bn
- Buyers
- 47
- Sellers
- 24
Breadth +23 among 91 comparable managers.
Who holds both, Q2 2026
Both (22)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Viking Global Investors LP, Whale Rock Capital Management LLC, Winton Group Ltd
Only AMZN (50)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Dragoneer Investment Group LLC, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, and 25 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.