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AMZN —
Amazon.com Inc
CUSIP: 023135106 · Held by 39 superinvestors · Combined value: $38,439,196,087
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 2.0% | $13,202,851,142 | 57,199,771 | ADD | +11,301,730 |
| 2 | Dodge & Cox | 1.9% | $3,515,479,543 | 15,230,394 | REDUCE | -1,065,936 |
| 3 | Chase Coleman | 7.8% | $2,310,826,501 | 10,011,379 | REDUCE | -1,032,062 |
| 4 | Philippe Laffont | 5.7% | $2,292,565,408 | 9,932,265 | ADD | +1,189,170 |
| 5 | Bill Ackman | 14.3% | $2,217,677,936 | 9,607,824 | ADD | +3,784,508 |
| 6 | Polen Capital | 8.5% | $1,997,451,824 | 8,653,721 | REDUCE | -2,592,807 |
| 7 | AltaRock Partners | 33.1% | $1,688,340,738 | 7,314,534 | REDUCE | -243,719 |
| 8 | John Armitage | 14.8% | $1,360,105,927 | 5,892,496 | ADD | +1,839,247 |
| 9 | Bill Nygren | 1.3% | $1,030,175,013 | 4,463,110 | ADD | +110,860 |
| 10 | Christopher Davis | 3.6% | $791,545,223 | 3,429,262 | ADD | +291,276 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Andreas Halvorsen | NEW BUY | +3,126,816 | New |
| David Rolfe | NEW BUY | +58,266 | New |
| Dennis Hong | NEW BUY | +118,438 | New |
| Jensen Investment Mgmt | NEW BUY | +1,133,670 | New |
| Jim Simons | NEW BUY | +890,926 | New |
| Seth Klarman | NEW BUY | +2,121,391 | New |
| Thomas Russo | NEW BUY | +1,040 | New |
| Bill Ackman | ADD | +3,784,508 | +65.0% |
| Bill Nygren | ADD | +110,860 | +2.5% |
| Christopher Davis | ADD | +291,276 | +9.3% |
| John Armitage | ADD | +1,839,247 | +45.4% |
| Ken Griffin | ADD | +11,301,730 | +24.6% |
| Lee Ainslie | ADD | +146,052 | +6.5% |
| Mairs & Power | ADD | +36,866 | +1.4% |
| Philippe Laffont | ADD | +1,189,170 | +13.6% |
| Ray Dalio | ADD | +823,277 | +73.2% |
| Samantha McLemore | ADD | +583 | +0.1% |
| Stanley Druckenmiller | ADD | +400,870 | +91.7% |
| AKO Capital | REDUCE | -70,430 | -3.9% |
| AltaRock Partners | REDUCE | -243,719 | -3.2% |
| Chase Coleman | REDUCE | -1,032,062 | -9.3% |
| Dan Loeb | REDUCE | -645,000 | -23.0% |
| David Katz | REDUCE | -525 | -0.4% |
| David Tepper | REDUCE | -320,609 | -12.8% |
| Dodge & Cox | REDUCE | -1,065,936 | -6.5% |
| FPA Queens Road | REDUCE | -386 | -0.3% |
| Josh Tarasoff | REDUCE | -5,610 | -1.7% |
| Polen Capital | REDUCE | -2,592,807 | -23.1% |
| Steve Mandel | REDUCE | -397,408 | -14.1% |
| Steven Romick | REDUCE | -25,177 | -1.8% |
| Torray LLC | REDUCE | -2,584 | -3.4% |
| Triple Frond Partners | REDUCE | -61,917 | -11.5% |
| ValueAct Capital | REDUCE | -106,200 | -3.0% |
| Warren Buffett | REDUCE | -7,724,000 | -77.2% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Robert Olstein | NEW BUY | +12,500 | New |
| Stanley Druckenmiller | NEW BUY | +437,070 | New |
| AKO Capital | ADD | +347,385 | +23.8% |
| AltaRock Partners | ADD | +1,282,347 | +20.4% |
| Chase Coleman | ADD | +357,900 | +3.3% |
| Dan Loeb | ADD | +100,000 | +3.7% |
| John Armitage | ADD | +715,864 | +21.4% |
| Ken Griffin | ADD | +6,151,108 | +15.5% |
| Lee Ainslie | ADD | +176,155 | +8.5% |
| Mairs & Power | ADD | +63,041 | +2.5% |
| Triple Frond Partners | ADD | +53,260 | +10.9% |
| Bill Nygren | REDUCE | -351,743 | -7.5% |
| Christopher Davis | REDUCE | -131,175 | -4.0% |
| David Katz | REDUCE | -188 | -0.1% |
| David Tepper | REDUCE | -200,000 | -7.4% |
| Dodge & Cox | REDUCE | -295,820 | -1.8% |
| FPA Queens Road | REDUCE | -1,407 | -1.0% |
| Josh Tarasoff | REDUCE | -2,745 | -0.8% |
| Philippe Laffont | REDUCE | -1,414,529 | -13.9% |
| Polen Capital | REDUCE | -2,675,312 | -19.2% |
| Ray Dalio | REDUCE | -118,948 | -9.6% |
| Samantha McLemore | REDUCE | -1,506 | -0.3% |
| Steve Mandel | REDUCE | -2,221,628 | -44.1% |
| Steven Romick | REDUCE | -24,759 | -1.7% |
| Torray LLC | REDUCE | -2,959 | -3.8% |
| ValueAct Capital | REDUCE | -372,000 | -9.6% |
| Andreas Halvorsen | SOLD | -3,897,092 | Exit |
| Francois Rochon | SOLD | -1,174 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | REDUCE | -2,600 | -25.7% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | REDUCE | -425 | -4.0% |
Who Owns AMZN? Superinvestor Holdings
Amazon.com Inc is held by 39 tracked superinvestors, with a combined position value of $38.4 billion . The largest positions are held by Ken Griffin (2.0% of portfolio), Dodge & Cox (1.9% of portfolio), Chase Coleman (7.8% of portfolio).
In the most recent quarter, 18 superinvestors added or initiated positions while 17 reduced or exited.