L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
16 Feb 2024
latest of these filings; the earliest 26 Jan 2024
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 5 listed it in both
Shares listed
142,349,356
combined, among listed positions
Reported value
$622m
combined, at the quarter end

Among the 93 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +14,380,061.

Managers listing AUR in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
T. Rowe Price Associates Inc59,824,382$261munder 0.1%Added+158,11416 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co33,634,164$147m0.12%Held026 Jan 2024 (the filing on sec.gov)
Capital Research Global Investors27,887,433$122munder 0.1%Held013 Feb 2024 (the filing on sec.gov)
Durable Capital Partners LP19,970,914$87m0.69%Added+14,221,94714 Feb 2024 (the filing on sec.gov)
Third Point LLC1,032,463$4.5m0.07%Held014 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

03581020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AUR by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20214$801mn.a.n.a.
Q1 20223$391mn.a.n.a.
Q2 20222$31mn.a.n.a.
Q3 20222$35mn.a.n.a.
Q4 20222$19mn.a.n.a.
Q1 20232$22mn.a.n.a.
Q2 20232$47mn.a.n.a.
Q3 20235$301mn.a.n.a.
Q4 20235$622m20
Q1 20246$432m21
Q2 20245$337m21
Q3 20246$818m32
Q4 20248$1.0bn52
Q1 20257$1.1bn42
Q2 202510$892m82
Q3 20258$1.0bn52
Q4 20256$743m1714
Q1 20267$847m1214
Q2 202610$1.4bn179

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AUR and GOOGL →AUR and AMZN →AUR and MSFT →Choose a stock to compare with AUR →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AUR, latest filings →Back to the 13F Explorer →