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ELF · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ELF
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterELFPM
Q3 20204 holders, $51m25 holders, $19.7bn
Q4 20207 holders, $109m25 holders, $21.5bn
Q1 20214 holders, $26m27 holders, $22.1bn
Q2 20213 holders, $12m20 holders, $23.2bn
Q3 20213 holders, $9.7m25 holders, $22.8bn
Q4 20213 holders, $11m26 holders, $22.3bn
Q1 20222 holders, $5.5m29 holders, $23.2bn
Q2 20222 holders, $38m28 holders, $25.8bn
Q3 20226 holders, $89m33 holders, $22.2bn
Q4 20227 holders, $153m26 holders, $27.0bn
Q1 202316 holders, $444m36 holders, $27.6bn
Q2 202313 holders, $705m29 holders, $28.9bn
Q3 202311 holders, $882m32 holders, $28.5bn
Q4 202312 holders, $1.3bn34 holders, $28.8bn
Q1 202411 holders, $1.6bn36 holders, $28.4bn
Q2 202415 holders, $2.4bn31 holders, $31.4bn
Q3 202414 holders, $981m39 holders, $38.2bn
Q4 202413 holders, $1.5bn40 holders, $36.6bn
Q1 20258 holders, $584m44 holders, $49.1bn
Q2 202513 holders, $1.5bn44 holders, $54.3bn
Q3 202513 holders, $1.5bn36 holders, $49.3bn
Q4 20256 holders, $778m26 holders, $50.5bn
Q1 20267 holders, $580m25 holders, $57.3bn
Q2 20268 holders, $775m27 holders, $63.8bn
ELF

E L F Beauty Inc

Holders
8
Reported value
$775m
Buyers
14
Sellers
17

Breadth -3 among 91 comparable managers.

PM

Philip Morris Intl Inc

Holders
27
Reported value
$63.8bn
Buyers
20
Sellers
19

Breadth +1 among 91 comparable managers.

Who holds both, Q2 2026

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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