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Disagreement Dossier · Q2 2026

Why great investors disagree on AMZN.

Amazon.com Inc

7 tracked managers bought or added while 5 trimmed or exited in Q2 2026. These are disclosed position changes; the filings do not reveal why the managers disagreed.

Buying
7
Selling
5
Disagreement
86
Later evidence
Sellers lead so far
Compare the changes and SEC sources ↓

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The buy side

  1. Joel Greenblatt34%

    1.5% current reported weight · 1.2% before → 1.5% after · filed 2026-09-02

    -2.6% vs SPY · 21 sessions

    SEC source ↗
  2. David Rolfe36%

    6.7% current reported weight · 4.3% before → 6.7% after · filed 2026-08-14

    -3.6% vs SPY · 34 sessions

    SEC source ↗
  3. Stanley Druckenmiller1083%

    3.0% current reported weight · 0.3% before → 3.0% after · filed 2026-08-14

    -3.6% vs SPY · 34 sessions

    SEC source ↗
  4. Viking Global Investors210%

    2.5% current reported weight · 0.7% before → 2.5% after · filed 2026-08-14

    -3.6% vs SPY · 34 sessions

    SEC source ↗
  5. Seth Klarman20%

    16.5% current reported weight · 12.7% before → 16.5% after · filed 2026-08-13

    -3.6% vs SPY · 35 sessions

    SEC source ↗
  6. Christopher Davis25%

    4.4% current reported weight · 3.3% before → 4.4% after · filed 2026-08-11

    -5.8% vs SPY · 37 sessions

    SEC source ↗
  7. John Armitage51%

    8.2% current reported weight · 5.5% before → 8.2% after · filed 2026-07-21

    -0.5% vs SPY · 52 sessions

    SEC source ↗

The sell side

  1. AltaRock Partners24%

    38.2% prior reported weight · 38.2% before → 32.2% after · filed 2026-08-17

    -3.6% vs SPY · 33 sessions

    SEC source ↗
  2. AKO Capital34%

    7.1% prior reported weight · 7.1% before → 6.3% after · filed 2026-08-12

    -4.3% vs SPY · 36 sessions

    SEC source ↗
  3. Vulcan Value Partners38%

    8.8% prior reported weight · 8.8% before → 7.2% after · filed 2026-08-10

    -7.8% vs SPY · 38 sessions

    SEC source ↗
  4. Polen Capital Management28%

    5.6% prior reported weight · 5.6% before → 5.8% after · filed 2026-08-04

    -8.0% vs SPY · 42 sessions

    SEC source ↗
  5. Robert OlsteinEXIT

    0.8% prior reported weight · 0.8% before → 0.0% after · filed 2026-07-07

    -0.3% vs SPY · 62 sessions

    SEC source ↗

Buy-side stakes use current reported weights; sell-side stakes use prior weights to show what was reduced. Both before and after are shown. Each stock return begins after that manager's filing, so observation windows can differ.

Eight-quarter decision map

How the disagreement evolved

Each row preserves the managers and their material reported action. A split means both sides acted in the same quarter; a one-sided row supplies the surrounding context.

  1. Q2 2026

    Split

  2. Q1 2026

    Split

    Bought or added

  3. Q4 2025

    Split

    Trimmed or exited

  4. Q3 2025

    Split

    Trimmed or exited

  5. Q2 2025

    Split

  6. Q1 2025

    Split

    Bought or added

  7. Q4 2024

    Split

  8. Q3 2024

    Split

    Bought or added

    Trimmed or exited

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The disagreement score ranks the balance of opposing managers, decision breadth, portfolio stakes, and change magnitude. Later evidence compares each stock with SPY after disclosure; it does not estimate a manager's trade return.