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NET · AMZN 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.

NETAMZN
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.
  • NET
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterNETAMZN
Q3 202011 holders, $2.5bn63 holders, $195bn
Q4 202021 holders, $5.0bn65 holders, $198bn
Q1 202112 holders, $4.6bn65 holders, $193bn
Q2 202114 holders, $7.0bn66 holders, $221bn
Q3 202114 holders, $7.4bn59 holders, $199bn
Q4 202122 holders, $10.6bn66 holders, $209bn
Q1 202215 holders, $8.7bn66 holders, $201bn
Q2 202212 holders, $2.7bn58 holders, $125bn
Q3 202213 holders, $3.2bn60 holders, $136bn
Q4 20229 holders, $2.9bn56 holders, $93.6bn
Q1 202313 holders, $4.1bn61 holders, $112bn
Q2 20237 holders, $4.9bn64 holders, $144bn
Q3 202312 holders, $5.0bn65 holders, $141bn
Q4 202314 holders, $6.7bn69 holders, $172bn
Q1 202414 holders, $8.0bn69 holders, $209bn
Q2 202412 holders, $7.1bn70 holders, $224bn
Q3 202413 holders, $7.1bn62 holders, $206bn
Q4 202416 holders, $9.3bn68 holders, $250bn
Q1 202518 holders, $9.4bn70 holders, $218bn
Q2 202519 holders, $18.3bn71 holders, $253bn
Q3 202524 holders, $19.5bn69 holders, $244bn
Q4 202529 holders, $16.4bn74 holders, $280bn
Q1 202632 holders, $15.7bn70 holders, $261bn
Q2 202632 holders, $17.9bn72 holders, $305bn
NET

Cloudflare Inc

Holders
32
Reported value
$17.9bn
Buyers
22
Sellers
26

Breadth -4 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
AMZN

Amazon Com Inc

Holders
72
Reported value
$305bn
Buyers
47
Sellers
24

Breadth +23 among 91 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q2 2026

Among the 74 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NET (2)

Element Capital Management LLC, PDT Partners LLC

Only AMZN (42)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Baupost Group LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, 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, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, and 17 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.

Back to the 13F Explorer →