L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Jan 2025
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 13 listed it in both
Shares listed
79,439,536
combined, among listed positions
Reported value
$6.8bn
combined, at the quarter end

Among the 94 comparable managers: 13 buyers (opened or added shares) and 9 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 Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, 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)22,623,285$1.9bn0.11%Trimmed-394,8555 Nov 2026 (the filing on sec.gov)
Baillie Gifford & Co11,167,806$949m0.73%Added+934,70431 Jan 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc7,352,791$625m0.07%Addedn.a.14 Feb 2025 (the filing on sec.gov)
MFS Investment Management5,734,292$487m0.15%Added+3,995,58412 Feb 2025 (the filing on sec.gov)
Dragoneer Investment Group LLC5,132,752$436m7.62%Added+1,759,58514 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP4,950,281$421m0.08%Trimmed-513,50712 Feb 2025 (the filing on sec.gov)
ARK Investment Management LLC4,927,919$419m3.49%Trimmed-1,697,5514 Feb 2025 (the filing on sec.gov)
Lone Pine Capital LLC3,765,793$320m2.38%Trimmed-3,904,73014 Feb 2025 (the filing on sec.gov)
Capital World Investors3,646,979$310munder 0.1%Trimmed-276,06413 Feb 2025 (the filing on sec.gov)
Citadel Advisors LLC2,527,173$215munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Millennium Management LLC2,494,853$212m0.10%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Jane Street Group LLC1,677,890$143munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP1,230,006$105m0.48%Added+834,30913 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP850,846$72m0.16%Trimmed-658,97314 Feb 2025 (the filing on sec.gov)
Walleye Capital LLC531,037$45m0.11%Trimmed-186,44213 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC443,985$38m0.13%Newnew14 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC254,513$22m0.09%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Tybourne Capital Management HK Ltd58,687$5.0m1.25%Added+28,19814 Feb 2025 (the filing on sec.gov)
PDT Partners LLC44,835$3.8m0.34%Trimmed-20,12914 Feb 2025 (the filing on sec.gov)
Winton Group Ltd17,879$1.5m0.10%Newnew12 Feb 2025 (the filing on sec.gov)
Caxton Associates LLP5,934$504kunder 0.1%Newnew14 Feb 2025 (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

Q3 2024 to Q4 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 →