Holders over time
- SPCX
- GOOGL
| Quarter | SPCX | GOOGL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 52 holders, $65.2bn |
| Q4 2020 | none listed holders, n.a. | 57 holders, $83.4bn |
| Q1 2021 | none listed holders, n.a. | 56 holders, $96.9bn |
| Q2 2021 | none listed holders, n.a. | 59 holders, $113bn |
| Q3 2021 | none listed holders, n.a. | 59 holders, $123bn |
| Q4 2021 | none listed holders, n.a. | 56 holders, $130bn |
| Q1 2022 | none listed holders, n.a. | 56 holders, $117bn |
| Q2 2022 | none listed holders, n.a. | 49 holders, $88.7bn |
| Q3 2022 | none listed holders, n.a. | 53 holders, $76.8bn |
| Q4 2022 | none listed holders, n.a. | 55 holders, $122bn |
| Q1 2023 | none listed holders, n.a. | 54 holders, $79.8bn |
| Q2 2023 | none listed holders, n.a. | 55 holders, $93.0bn |
| Q3 2023 | none listed holders, n.a. | 59 holders, $103bn |
| Q4 2023 | none listed holders, n.a. | 57 holders, $105bn |
| Q1 2024 | none listed holders, n.a. | 58 holders, $112bn |
| Q2 2024 | none listed holders, n.a. | 56 holders, $132bn |
| Q3 2024 | none listed holders, n.a. | 58 holders, $119bn |
| Q4 2024 | none listed holders, n.a. | 58 holders, $141bn |
| Q1 2025 | none listed holders, n.a. | 61 holders, $106bn |
| Q2 2025 | none listed holders, n.a. | 57 holders, $117bn |
| Q3 2025 | none listed holders, n.a. | 61 holders, $174bn |
| Q4 2025 | none listed holders, n.a. | 62 holders, $236bn |
| Q1 2026 | none listed holders, n.a. | 65 holders, $233bn |
| Q2 2026 | 42 holders, $105bn | 64 holders, $309bn |
- Holders
- 42
- Reported value
- $105bn
- Buyers
- 51
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
Alphabet Inc
- Holders
- 64
- Reported value
- $309bn
- Buyers
- 33
- Sellers
- 34
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (35)
AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, Wellington Management Group LLP, Whale Rock Capital Management LLC, Woodline Partners LP
Only SPCX (7)
Appaloosa LP, Dragoneer Investment Group LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Millennium Management LLC, Viking Global Investors LP, Walleye Capital LLC
Only GOOGL (29)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, Susquehanna International Group LLP, and 4 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.