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AMZN

Amazon.com Inc

34 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.

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Who reports owning AMZN?

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Consumers buy products through Amazon’s online and physical stores, which also let third-party merchants sell through the same channels. Third-party sellers pay fees for programs that support selling and fulfilling orders. Developers and enterprises use AWS for on-demand compute, storage, databases, analytics and AI services. Amazon also provides sponsored, display and video advertising services to sellers, vendors and other advertisers.

Question to investigate: Can Amazon's breadth across retail, seller services, AWS and advertising keep serving customers well against fast-moving, resource-rich competitors?

Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.

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Filing dates and original SEC sources

A material reported change · Q2 2026

Joel Greenblatt increased reported AMZN shares by 34.3%.

Holdings as of Jun 30, 2026 · filed Sep 2, 2026. Position at period end: 1.5% of the reported portfolio. The filing does not reveal the trade date, price, or reason.

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Reported position changes

Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.

Explore earlier changes and contrasting evidence

Selected historical records. Retrospective outcomes do not establish predictive skill.

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  1. Q2 2026

    filed Sep 2, 2026

    64d lag

    ADD+34.3%

    Joel Greenblatt · 1.5% of reported portfolio

    Original SEC filing ↗

    -2.6% vs SPY

    21 sessions after disclosure

    direction not supported so far

  2. Q2 2026

    filed Aug 17, 2026

    48d lag

    TRIM-24.3%

    AltaRock Partners · 38.2% of reported portfolio

    Original SEC filing ↗

    -3.6% vs SPY

    33 sessions after disclosure

    direction supported so far

  3. Q2 2026

    filed Aug 14, 2026

    45d lag

    ADD+35.6%

    David Rolfe · 6.7% of reported portfolio

    Original SEC filing ↗

    -3.6% vs SPY

    34 sessions after disclosure

    direction not supported so far

  4. Q2 2026

    filed Aug 14, 2026

    45d lag

    ADD+1082.5%

    Stanley Druckenmiller · 3.0% of reported portfolio

    Original SEC filing ↗

    -3.6% vs SPY

    34 sessions after disclosure

    direction not supported so far

  5. Q2 2026

    filed Aug 14, 2026

    45d lag

    ADD+209.6%

    Viking Global Investors · 2.5% of reported portfolio

    Original SEC filing ↗

    -3.6% vs SPY

    34 sessions after disclosure

    direction not supported so far

  6. Q2 2026

    filed Aug 13, 2026

    44d lag

    ADD+20.0%

    Seth Klarman · 16.5% of reported portfolio

    Original SEC filing ↗

    -3.6% vs SPY

    35 sessions after disclosure

    direction not supported so far

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Long US 13F disclosures omit shorts and can be amended. CUSIP 023135106. No current price, valuation or manager motive is inferred.