L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 18 Apr 2024
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 19 listed it in both
Shares listed
94,326,640
combined, among listed positions
Reported value
$8.0bn
combined, at the quarter end

Among the 93 comparable managers: 13 buyers (opened or added shares) and 10 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 XYZ 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.

21 of 21 holders

ActionFiling
Fidelity (FMR LLC)29,344,059$2.5bn0.17%Added+7,193,8645 Nov 2026 (the filing on sec.gov)
Capital World Investors13,096,614$1.1bn0.18%Added+582,82614 May 2024 (the filing on sec.gov)
ARK Investment Management LLC10,054,329$850m5.89%Trimmed-1,833,29918 Apr 2024 (the filing on sec.gov)
Wellington Management Group LLP8,558,211$724m0.13%Trimmed-6,29515 May 2024 (the filing on sec.gov)
Baillie Gifford & Co6,921,254$585m0.46%Added+986,2521 May 2024 (the filing on sec.gov)
Lone Pine Capital LLC6,735,935$570m4.50%Added+129,66615 May 2024 (the filing on sec.gov)
Dragoneer Investment Group LLC3,389,097$287m6.64%Trimmed-2,808,91915 May 2024 (the filing on sec.gov)
Jane Street Group LLC2,817,615$238munder 0.1%Added+285,78416 May 2024 (the filing on sec.gov)
Citadel Advisors LLC2,609,350$221munder 0.1%Trimmed-1,001,41915 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP2,344,807$198m0.46%Trimmed-731,40015 May 2024 (the filing on sec.gov)
Coatue Management LLC2,290,763$194m0.76%Added+1,754,40815 May 2024 (the filing on sec.gov)
Egerton Capital UK LLP1,900,407$161m1.55%Newnew13 May 2024 (the filing on sec.gov)
Two Sigma Investments LP1,822,800$154m0.36%Trimmed-1,272,07615 May 2024 (the filing on sec.gov)
D1 Capital Partners LP1,036,342$88m1.33%Added+92,98515 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC744,622$63m0.23%Trimmed-1,784,35515 May 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC438,108$37m0.25%Added+308,81515 May 2024 (the filing on sec.gov)
Scion Asset Management LLC90,000$7.6m7.36%Added+40,00015 May 2024 (the filing on sec.gov)
PDT Partners LLC81,428$6.9m0.65%Added+46,02815 May 2024 (the filing on sec.gov)
Tybourne Capital Management HK Ltd25,715$2.2m0.37%Trimmed-13,34215 May 2024 (the filing on sec.gov)
Winton Group Ltd19,886$1.7m0.12%Added+9,90014 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP5,298$448kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)

What managers have written about XYZ

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

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.

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.
18 in Q3 2024 to 21 in Q2 2026

Tracked managers listing it, at least.

01020304020162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
XYZ by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20154$175mn.a.n.a.
Q1 20165$217mn.a.n.a.
Q2 20168$124mn.a.n.a.
Q3 20166$257mn.a.n.a.
Q4 201612$402mn.a.n.a.
Q1 201713$679mn.a.n.a.
Q2 201715$1.5bnn.a.n.a.
Q3 201715$1.7bnn.a.n.a.
Q4 201715$1.7bnn.a.n.a.
Q1 201811$2.5bnn.a.n.a.
Q2 201814$3.2bnn.a.n.a.
Q3 201816$5.1bnn.a.n.a.
Q4 201820$2.4bnn.a.n.a.
Q1 201923$2.7bnn.a.n.a.
Q2 201920$3.3bnn.a.n.a.
Q3 201918$3.9bnn.a.n.a.
Q4 201919$4.0bnn.a.n.a.
Q1 202019$3.4bnn.a.n.a.
Q2 202032$7.0bnn.a.n.a.
Q3 202030$11.0bnn.a.n.a.
Q4 202038$14.8bnn.a.n.a.
Q1 202129$13.9bnn.a.n.a.
Q2 202132$14.8bnn.a.n.a.
Q3 202126$15.9bnn.a.n.a.
Q4 202129$10.7bnn.a.n.a.
Q1 202228$11.3bnn.a.n.a.
Q2 202223$4.8bnn.a.n.a.
Q3 202226$4.4bnn.a.n.a.
Q4 202226$5.7bnn.a.n.a.
Q1 202324$7.1bnn.a.n.a.
Q2 202329$7.1bnn.a.n.a.
Q3 202322$4.1bnn.a.n.a.
Q4 202327$7.2bn1812
Q1 202421$8.0bn1310
Q2 202421$4.7bn1311
Q3 202418$4.6bn116
Q4 202421$6.8bn139
Q1 202518$4.8bn129
Q2 202527$8.3bn198
Q3 202519$7.5bn715
Q4 202516$6.8bn2118
Q1 202616$6.4bn1820
Q2 202621$7.7bn2714

Compare with…

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

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

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