L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 1 May 2024
Managers listing it
8
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 6 listed it in both
Shares listed
8,487,867
combined, among listed positions
Reported value
$603m
combined, at the quarter end

Among the 93 comparable managers: 2 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MMYT in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

8 of 8 holders

ActionFiling
Artisan Partners LP2,995,140$213m0.31%Trimmed-460,05613 May 2024 (the filing on sec.gov)
Baillie Gifford & Co2,192,726$156m0.12%Trimmed-91,5981 May 2024 (the filing on sec.gov)
MFS Investment Management1,079,449$77munder 0.1%Trimmed-491,29914 May 2024 (the filing on sec.gov)
Capital World Investors937,000$67munder 0.1%Trimmed-78,37714 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd458,534$33munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Marshall Wace LLP417,105$30munder 0.1%Trimmed-439,54115 May 2024 (the filing on sec.gov)
Acadian Asset Management LLC270,143$19m0.07%Trimmed-93,01710 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP137,770$9.8m0.07%Newnew14 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

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

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.
7 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MMYT by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$127mn.a.n.a.
Q3 20133$134mn.a.n.a.
Q4 20133$178mn.a.n.a.
Q1 20144$260mn.a.n.a.
Q2 20145$469mn.a.n.a.
Q3 20145$383mn.a.n.a.
Q4 20144$113mn.a.n.a.
Q1 20154$71mn.a.n.a.
Q2 20154$53mn.a.n.a.
Q3 20153$45mn.a.n.a.
Q4 20153$62mn.a.n.a.
Q1 20163$71mn.a.n.a.
Q2 20163$55mn.a.n.a.
Q3 20162$79mn.a.n.a.
Q4 20165$207mn.a.n.a.
Q1 20175$320mn.a.n.a.
Q2 20177$458mn.a.n.a.
Q3 20177$399mn.a.n.a.
Q4 20175$476mn.a.n.a.
Q1 20185$574mn.a.n.a.
Q2 20185$584mn.a.n.a.
Q3 20185$397mn.a.n.a.
Q4 20185$367mn.a.n.a.
Q1 20195$399mn.a.n.a.
Q2 20195$352mn.a.n.a.
Q3 20195$313mn.a.n.a.
Q4 20193$226mn.a.n.a.
Q1 20204$127mn.a.n.a.
Q2 20203$156mn.a.n.a.
Q3 20202$131mn.a.n.a.
Q4 20202$223mn.a.n.a.
Q1 20212$242mn.a.n.a.
Q2 20212$219mn.a.n.a.
Q3 20212$210mn.a.n.a.
Q4 20213$203mn.a.n.a.
Q1 20223$207mn.a.n.a.
Q2 20224$219mn.a.n.a.
Q3 20226$248mn.a.n.a.
Q4 20224$216mn.a.n.a.
Q1 20234$183mn.a.n.a.
Q2 20235$217mn.a.n.a.
Q3 20237$377mn.a.n.a.
Q4 20236$448m23
Q1 20248$603m26
Q2 20248$878m44
Q3 20247$864m25
Q4 20249$994m45
Q1 202510$1.4bn55
Q2 202512$2.1bn111
Q3 202515$2.2bn105
Q4 202511$1.5bn1223
Q1 20265$890m1614
Q2 20267$1.4bn818

Compare with…

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

MMYT and KLAC →MMYT and GE →MMYT and LRCX →Choose a stock to compare with MMYT →

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