AMZN
Amazon.com Inc
34 of the 83 super-investors we track hold AMZN, worth a combined $23.76B per their latest 13F filings. The largest position: AltaRock Partners at 32.2% of their portfolio. This quarter the cohort logged 5 buys and 4 sells on the name. Conviction score: 73 of 100 (how strongly the cohort backs it) — ranked #4 of 742 stocks. The stock is up 13.8x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction easing: 3 fewer super-investors hold it than in 2026Q1.
Held through it: Chase Coleman (44q straight), Josh Tarasoff (30q straight), AltaRock Partners (17q straight) and 38 more. All multibaggers the cohort held →
Why super-investors own AMZN
AMZN is held by 34 super-investors in our cohort, with a combined position value of $23.8B. The highest-conviction owner is AltaRock Partners at 32.2% of their portfolio. Cohort ownership has grown from 29 to 32 over the last four quarters — net interest is rising. This quarter the cohort registered 5 added, 3 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Is This the Single Best Reason to Buy Amazon Stock Right Now?Yahoo Finance ·
- Amazon.com vs. MercadoLibre: A Look at Which E-Commerce Stock Is a Better Investment in 2026The Motley Fool ·
- $AMZN stock rose 3% this week. Here's what we see in our data.Quiver Quantitative ·
- Amazon Stock (AMZN) Jumps as Top Evercore Analyst Lifts Target to $355 on Strong Retail SignalsTipRanks ·
- How Much Upside Can AAPL Stock’s Growth Deliver?Trefis ·
- Amazon’s Post-Q2 Earnings Rally Has Faded But Don’t Give Up on AMZN Stock Just YetBarchart.com ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (34) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 2.1% | 40q | $3.98B | 16,708,513 |
| 2 | Joel Greenblatt | 1.5% | 39q | $2.59B | 10,882,003 |
| 3 | Bill Ackman | 17.4% | 4q | $2.39B | 11,451,981 |
| 4 | Chase Coleman | 9.6% | 40q | $2.31B | 9,683,558 |
| 5 | AltaRock Partners | 32.2% | 18q | $1.37B | 5,729,972 |
| 6 | David Tepper | 15.9% | 30q | $1.19B | 5,000,000 |
| 7 | Bill Nygren | 1.5% | 19q | $1.11B | 4,653,406 |
| 8 | Christopher Davis | 4.4% | 40q | $1.02B | 4,276,176 |
| 9 | Seth Klarman | 16.5% | 7q | $892M | 3,743,854 |
| 10 | Viking Global Investors | 2.5% | 39q | $882M | 3,700,862 |
| 11 | John Armitage | 8.2% | 23q | $852M | 3,573,408 |
| 12 | Jeffrey Ubben et al | 12.4% | 7q | $701M | 2,941,700 |
| 13 | Polen Capital Management | 5.8% | 22q | $670M | 2,809,953 |
| 14 | Mairs & Power Funds | 5.7% | 40q | $620M | 2,599,441 |
| 15 | Thomas Gayner | 3.7% | 40q | $484M | 2,030,760 |
| 16 | Lee Ainslie | 4.3% | 30q | $482M | 2,020,894 |
| 17 | Daniel Loeb | 9.0% | 23q | $417M | 1,750,000 |
| 18 | First Pacific Advisors | 4.0% | 34q | $324M | 1,360,585 |
| 19 | AKO Capital | 6.3% | 9q | $272M | 1,141,835 |
| 20 | Jensen Investment Management | 6.1% | 3q | $251M | 1,054,136 |
| 21 | Vulcan Value Partners | 7.2% | 31q | $237M | 992,758 |
| 22 | Samantha McLemore | 5.4% | 19q | $162M | 681,047 |
| 23 | Stanley Druckenmiller | 3.0% | 32q | $129M | 541,600 |
| 24 | Triple Frond Partners | 9.2% | 20q | $103M | 432,420 |
| 25 | Harry Burn | 2.6% | 2q | $83M | 350,136 |
| 26 | Josh Tarasoff | 18.3% | 31q | $67M | 280,350 |
| 27 | Wallace Weitz | 3.6% | 40q | $52M | 217,500 |
| 28 | Dennis Hong | 16.1% | 3q | $37M | 157,020 |
| 29 | David Rolfe | 6.7% | 4q | $32M | 135,440 |
| 30 | David Katz | 2.6% | 31q | $32M | 133,816 |
| 31 | Torray Funds | 2.2% | 35q | $16M | 68,062 |
| 32 | Robert Olstein | 0.8% | 3q | $4M | 18,000 |
| 33 | Glenn Greenberg | <0.1% | 23q | $632K | 2,650 |
| 34 | Thomas Russo | <0.1% | 4q | $223K | 936 |
- 1Dodge & Cox Fundsport2.1%val$3.98B16,708,513 sh·40q held
- 2Joel Greenblattport1.5%val$2.59B10,882,003 sh·39q held
- 3Bill Ackmanport17.4%val$2.39B11,451,981 sh·4q held
- 4Chase Colemanport9.6%val$2.31B9,683,558 sh·40q held
- 5AltaRock Partnersport32.2%val$1.37B5,729,972 sh·18q held
- 6David Tepperport15.9%val$1.19B5,000,000 sh·30q held
- 7Bill Nygrenport1.5%val$1.11B4,653,406 sh·19q held
- 8Christopher Davisport4.4%val$1.02B4,276,176 sh·40q held
- 9Seth Klarmanport16.5%val$892M3,743,854 sh·7q held
- 10Viking Global Investorsport2.5%val$882M3,700,862 sh·39q held
- 11John Armitageport8.2%val$852M3,573,408 sh·23q held
- 12Jeffrey Ubben et alport12.4%val$701M2,941,700 sh·7q held
- 13Polen Capital Managementport5.8%val$670M2,809,953 sh·22q held
- 14Mairs & Power Fundsport5.7%val$620M2,599,441 sh·40q held
- 15Thomas Gaynerport3.7%val$484M2,030,760 sh·40q held
- 16Lee Ainslieport4.3%val$482M2,020,894 sh·30q held
- 17Daniel Loebport9.0%val$417M1,750,000 sh·23q held
- 18First Pacific Advisorsport4.0%val$324M1,360,585 sh·34q held
- 19AKO Capitalport6.3%val$272M1,141,835 sh·9q held
- 20Jensen Investment Managementport6.1%val$251M1,054,136 sh·3q held
- 21Vulcan Value Partnersport7.2%val$237M992,758 sh·31q held
- 22Samantha McLemoreport5.4%val$162M681,047 sh·19q held
- 23Stanley Druckenmillerport3.0%val$129M541,600 sh·32q held
- 24Triple Frond Partnersport9.2%val$103M432,420 sh·20q held
- 25Harry Burnport2.6%val$83M350,136 sh·2q held
- 26Josh Tarasoffport18.3%val$67M280,350 sh·31q held
- 27Wallace Weitzport3.6%val$52M217,500 sh·40q held
- 28Dennis Hongport16.1%val$37M157,020 sh·3q held
- 29David Rolfeport6.7%val$32M135,440 sh·4q held
- 30David Katzport2.6%val$32M133,816 sh·31q held
- 31Torray Fundsport2.2%val$16M68,062 sh·35q held
- 32Robert Olsteinport0.8%val$4M18,000 sh·3q held
- 33Glenn Greenbergport<0.1%val$632K2,650 sh·23q held
- 34Thomas Russoport<0.1%val$223K936 sh·4q held
Owners of AMZN also hold
Congress is trading AMZN
Congress tracker →- Thomas H. Kean Jrbought$1,001 - $15,000 · 2026-07-08
- Michael Rullisold$1,001 - $15,000 · 2026-06-25
- Michael T. McCaulsold$15,001 - $50,000 · 2026-06-18
- Matthew Robert Van Eppssold$1,001 - $15,000 · 2026-06-16
- Michael T. McCaulsold$15,001 - $50,000 · 2026-06-15
- Rohit Khannasold$1,001 - $15,000 · 2026-06-05
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (9)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AltaRock Partners | TRIM | 32.2% | -24% | $1.37B | Aug 17, 2026 |
| David Rolfe | ADD | 6.7% | +36% | $32M | Aug 14, 2026 |
| Glenn Greenberg | ADD | <0.1% | +89% | $632K | Aug 14, 2026 |
| Stanley Druckenmiller | ADD | 3.0% | +1083% | $129M | Aug 14, 2026 |
| Terry Smith | EXIT | <0.1% | -100% | $0 | Aug 14, 2026 |
| Seth Klarman | ADD | 16.5% | +20% | $892M | Aug 13, 2026 |
| AKO Capital | TRIM | 6.3% | -34% | $272M | Aug 12, 2026 |
| Vulcan Value Partners | TRIM | 7.2% | -38% | $237M | Aug 10, 2026 |
| John Armitage | ADD | 8.2% | +51% | $852M | Jul 21, 2026 |
- TRIMAltaRock Partners32.2%Δ -24%·$1.37B·filed Aug 17, 2026
- ADDDavid Rolfe6.7%Δ +36%·$32M·filed Aug 14, 2026
- ADDGlenn Greenberg<0.1%Δ +89%·$632K·filed Aug 14, 2026
- ADDStanley Druckenmiller3.0%Δ +1083%·$129M·filed Aug 14, 2026
- EXITTerry Smith<0.1%Δ -100%·$0·filed Aug 14, 2026
- ADDSeth Klarman16.5%Δ +20%·$892M·filed Aug 13, 2026
- TRIMAKO Capital6.3%Δ -34%·$272M·filed Aug 12, 2026
- TRIMVulcan Value Partners7.2%Δ -38%·$237M·filed Aug 10, 2026
- ADDJohn Armitage8.2%Δ +51%·$852M·filed Jul 21, 2026
Long US equity 13F-HR filings only. CUSIP 023135106. Not investment advice.