Weekly Stock Dossier · Sep 7–13, 2026
AMZN
AMAZON.COM INC
Smart investors disagree on AMZN. Which side has the stronger conviction?
AMZN scores 72.9 across 34 tracked owners. The most concentrated current position among managers changing it sits on the selling side: AltaRock Partners reports 32.2% versus Seth Klarman at 16.5% on the other side. The cohort is split in direction, but not in position size.
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Why this stock, this week
The latest available filings contain both buying and selling across the Latticework cohort, making the disagreement itself worth examining.
The evidence
Conviction across the tracked cohort
2026Q1 → 2026Q2
- conviction score
- 72.9
- score change
- -0.5
- latest-filing owners
- 34
Observed for 18 quarters
32.2%latest reported weight · 2026Q2
Observed for 31 quarters
18.3%latest reported weight · 2026Q2
Observed for 4 quarters
17.4%latest reported weight · 2026Q1
Observed for 7 quarters
16.5%latest reported weight · 2026Q2
Observed for 3 quarters
16.1%latest reported weight · 2026Q2
Latest-filing buyers
David Rolfe, John Armitage, Seth Klarman, Stanley Druckenmiller
Latest-filing sellers
AKO Capital, AltaRock Partners, Vulcan Value Partners
The filing lens
13F filings are delayed snapshots of reportable U.S.-listed securities. They do not reveal purchase price, intent, shorts, private holdings, or trades made after quarter end.
Published Sep 13, 2026 · Reviewed primary-source research · Not investment advice.