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FRMI · EQIX 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.

FRMIEQIX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • FRMI
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterFRMIEQIX
Q3 2020none listed holders, n.a.19 holders, $8.2bn
Q4 2020none listed holders, n.a.21 holders, $8.2bn
Q1 2021none listed holders, n.a.19 holders, $7.5bn
Q2 2021none listed holders, n.a.17 holders, $7.9bn
Q3 2021none listed holders, n.a.15 holders, $7.0bn
Q4 2021none listed holders, n.a.18 holders, $6.0bn
Q1 2022none listed holders, n.a.18 holders, $6.0bn
Q2 2022none listed holders, n.a.23 holders, $5.7bn
Q3 2022none listed holders, n.a.20 holders, $4.8bn
Q4 2022none listed holders, n.a.15 holders, $5.1bn
Q1 2023none listed holders, n.a.17 holders, $5.3bn
Q2 2023none listed holders, n.a.20 holders, $6.5bn
Q3 2023none listed holders, n.a.16 holders, $6.2bn
Q4 2023none listed holders, n.a.19 holders, $6.6bn
Q1 2024none listed holders, n.a.27 holders, $7.6bn
Q2 2024none listed holders, n.a.21 holders, $8.1bn
Q3 2024none listed holders, n.a.26 holders, $9.6bn
Q4 2024none listed holders, n.a.28 holders, $10.3bn
Q1 2025none listed holders, n.a.31 holders, $8.7bn
Q2 2025none listed holders, n.a.30 holders, $7.3bn
Q3 2025none listed holders, n.a.28 holders, $7.0bn
Q4 20253 holders, $19m26 holders, $8.2bn
Q1 20263 holders, $10m31 holders, $11.5bn
Q2 20268 holders, $181m31 holders, $12.6bn
FRMI

Fermi Inc

Holders
8
Reported value
$181m
Buyers
23
Sellers
10

Breadth +13 among 91 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
31
Reported value
$12.6bn
Buyers
18
Sellers
21

Breadth -3 among 91 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q2 2026

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FRMI (4)

ExodusPoint Capital Management LP, Marshall Wace LLP, Steadfast Capital Management LP, Winton Group Ltd

Only EQIX (27)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Elliott Investment Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, and 2 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.

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