Holders over time
- MELI
- GOOG
| Quarter | MELI | GOOG |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 47 holders, $73.8bn |
| Q4 2020 | 26 holders, $23.4bn | 48 holders, $88.6bn |
| Q1 2021 | 21 holders, $20.5bn | 42 holders, $102bn |
| Q2 2021 | 24 holders, $20.6bn | 42 holders, $122bn |
| Q3 2021 | 24 holders, $22.8bn | 44 holders, $128bn |
| Q4 2021 | 21 holders, $18.1bn | 48 holders, $138bn |
| Q1 2022 | 18 holders, $13.8bn | 48 holders, $125bn |
| Q2 2022 | 18 holders, $7.0bn | 46 holders, $93.3bn |
| Q3 2022 | 26 holders, $9.9bn | 46 holders, $79.3bn |
| Q4 2022 | 23 holders, $9.9bn | 46 holders, $62.7bn |
| Q1 2023 | 35 holders, $16.8bn | 48 holders, $65.5bn |
| Q2 2023 | 27 holders, $14.8bn | 43 holders, $75.1bn |
| Q3 2023 | 27 holders, $15.6bn | 45 holders, $81.6bn |
| Q4 2023 | 34 holders, $18.7bn | 45 holders, $82.8bn |
| Q1 2024 | 30 holders, $17.2bn | 46 holders, $83.4bn |
| Q2 2024 | 29 holders, $20.5bn | 45 holders, $98.4bn |
| Q3 2024 | 37 holders, $26.7bn | 48 holders, $86.1bn |
| Q4 2024 | 31 holders, $22.8bn | 49 holders, $94.5bn |
| Q1 2025 | 36 holders, $26.6bn | 53 holders, $72.6bn |
| Q2 2025 | 40 holders, $34.1bn | 50 holders, $77.5bn |
| Q3 2025 | 35 holders, $30.4bn | 49 holders, $107bn |
| Q4 2025 | 35 holders, $28.3bn | 54 holders, $152bn |
| Q1 2026 | 29 holders, $23.9bn | 56 holders, $148bn |
| Q2 2026 | 26 holders, $22.1bn | 53 holders, $194bn |
Mercadolibre Inc
- Holders
- 26
- Reported value
- $22.1bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 among 91 comparable managers.
Alphabet Inc
- Holders
- 53
- Reported value
- $194bn
- Buyers
- 30
- Sellers
- 29
Breadth +1 among 91 comparable managers.
Who holds both, Q2 2026
Both (20)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D1 Capital Partners LP, Dodge & Cox, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Polen Capital Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP
Only MELI (6)
Durable Capital Partners LP, Light Street Capital Management LLC, Tiger Global Management LLC, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd
Only GOOG (33)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baupost Group LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, and 8 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.