Holders over time
- MELI
- GOOGL
| Quarter | MELI | GOOGL |
|---|---|---|
| Q3 2020 | 31 holders, $15.7bn | 52 holders, $65.2bn |
| Q4 2020 | 26 holders, $23.4bn | 57 holders, $83.4bn |
| Q1 2021 | 21 holders, $20.5bn | 56 holders, $96.9bn |
| Q2 2021 | 24 holders, $20.6bn | 59 holders, $113bn |
| Q3 2021 | 24 holders, $22.8bn | 59 holders, $123bn |
| Q4 2021 | 21 holders, $18.1bn | 56 holders, $130bn |
| Q1 2022 | 18 holders, $13.8bn | 56 holders, $117bn |
| Q2 2022 | 18 holders, $7.0bn | 49 holders, $88.7bn |
| Q3 2022 | 26 holders, $9.9bn | 53 holders, $76.8bn |
| Q4 2022 | 23 holders, $9.9bn | 55 holders, $122bn |
| Q1 2023 | 35 holders, $16.8bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $14.8bn | 55 holders, $93.0bn |
| Q3 2023 | 27 holders, $15.6bn | 59 holders, $103bn |
| Q4 2023 | 34 holders, $18.7bn | 57 holders, $105bn |
| Q1 2024 | 30 holders, $17.2bn | 58 holders, $112bn |
| Q2 2024 | 29 holders, $20.5bn | 56 holders, $132bn |
| Q3 2024 | 37 holders, $26.7bn | 58 holders, $119bn |
| Q4 2024 | 31 holders, $22.8bn | 58 holders, $141bn |
| Q1 2025 | 36 holders, $26.6bn | 61 holders, $106bn |
| Q2 2025 | 40 holders, $34.1bn | 57 holders, $117bn |
| Q3 2025 | 35 holders, $30.4bn | 61 holders, $174bn |
| Q4 2025 | 35 holders, $28.3bn | 62 holders, $236bn |
| Q1 2026 | 29 holders, $23.9bn | 65 holders, $233bn |
| Q2 2026 | 26 holders, $22.1bn | 64 holders, $309bn |
Mercadolibre Inc
- Holders
- 26
- Reported value
- $22.1bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 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 (24)
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, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Polen Capital Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd
Only MELI (2)
Only GOOGL (40)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, and 15 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.