DIBS in the 13F filings

1stdibs Com Inc · CUSIP 320551104

Sector · Consumer discretionary Theme · Consumer and digital platforms· L3VLUP-defined

Quarter end: 30 Jun 2021; the date the book describes
Filed: 16 Aug 2021; latest of these filings; the earliest 16 Aug 2021
Managers listing it: 2; at least, of 95 tracked, among listed positions
Comparable managers: 93; filed both Q1 2021 and Q2 2021; 0 listed it in both
Shares listed: 50,000; combined, among listed positions
Reported value: $1.6m; combined, at the quarter end

Managers listing DIBS in Q2 2021

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2021, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

2 of 2 holders

				Action		Filing
Davidson Kempner Capital Management LP	30,000	$1.0m	under 0.1%	New	new	16 Aug 2021 (the filing on sec.gov)
Rokos Capital Management LLP	20,000	$528k	under 0.1%	New	new	16 Aug 2021 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Davidson Kempner Capital Management LPnew position · 30,000 shares now+30,000
Rokos Capital Management LLPnew position · 20,000 shares now+20,000

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 (2)

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.

One quarter on file so far, so there is nothing to draw yet.

Compare with…

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

DIBS and GOOGL →DIBS and AMZN →DIBS and GOOG →Choose a stock to compare with DIBS →

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 DIBS, latest filings →Back to the 13F Explorer →

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Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

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