AMZN fund manager activity
Amazon.com, Inc · Nasdaq. Reported by 59 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | Trimmed | 1,731,170 | $360,551,000 | 7.06% | May 15, 2026 |
| AltaRock Partners | Added | 7,567,946 | $1,576,176,113 | 38.2% | May 15, 2026 |
| Brad Gerstner - Altimeter Capital Management | Trimmed | 2,089,558 | $435,192,245 | 7.64% | May 15, 2026 |
| David Tepper - Appaloosa Management | Added | 4,320,000 | $899,726,400 | 15.2% | May 15, 2026 |
| Gavin Baker - Atreides Management | Added | 953,560 | $198,597,941 | 4.84% | May 18, 2026 |
| Ron Baron - Baron Capital | Added | 1,294,654 | $269,637,589 | 0.81% | May 15, 2026 |
| Seth Klarman - Baupost Group | Added | 3,118,754 | $649,543,000 | 12.7% | May 14, 2026 |
| Warren Buffett - Berkshire Hathaway | Sold out | — | — | 0.00% | May 15, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | No change | 1,400 | $291,578 | 0.01% | May 15, 2026 |
| Arnold Van Den Berg - Century Management | Added | 1,807 | $376,344 | 0.09% | May 15, 2026 |
| Steven Check - Check Capital Management | Added | 204,087 | $42,505,113 | 2.62% | May 4, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 7,930,766 | $1,651,740,634 | 5.68% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | Added | 1,807,523 | $376,452,815 | 3.35% | May 15, 2026 |
| Christopher Davis - Davis Advisors | Trimmed | 3,425,252 | $713,380,223 | 3.28% | May 7, 2026 |
| Dodge & Cox Funds | Trimmed | 15,109,899 | $3,146,938,665 | 1.73% | May 14, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Trimmed | 45,800 | $9,539,000 | 0.32% | May 15, 2026 |
| John Armitage - Egerton Capital | Trimmed | 2,363,334 | $492,211,572 | 5.46% | May 13, 2026 |
| First Pacific Advisors | Added | 1,416,219 | $294,955,931 | 4.21% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 34,185,457 | $7,119,805,455 | 2.41% | May 5, 2026 |
| Jeremy Grantham - GMO | Trimmed | 6,229,375 | $1,297,392,371 | 3.32% | May 14, 2026 |
| Thomas Russo - Gardner Russo & Quinn | No change | 1,040 | $216,601 | 0.00% | May 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 789,833 | $164,498,519 | 0.50% | May 15, 2026 |
| Josh Tarasoff - Greenlea Lane Capital | Trimmed | 312,530 | $65,090,623 | 18.9% | May 11, 2026 |
| Jensen Investment Management | Added | 1,219,422 | $253,969,020 | 5.01% | May 5, 2026 |
| Leon Cooperman | New | 169,500 | $35,301,765 | 1.16% | May 15, 2026 |
| Stephen Mandel - Lone Pine Capital | Sold out | — | — | 0.00% | May 15, 2026 |
| Mairs & Power Funds | Added | 2,602,912 | $542,108,482 | 5.54% | May 14, 2026 |
| Thomas Gayner - Markel Group | No change | 2,030,760 | $422,946,385 | 3.54% | May 1, 2026 |
| David Katz - Matrix Asset Advisors | Added | 135,469 | $28,214,031 | 2.59% | Apr 22, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 2,318,015 | $482,772,984 | 5.61% | May 15, 2026 |
| Bill Nygren - Oakmark Funds | Added | 4,760,706 | $991,512,181 | 1.32% | May 15, 2026 |
| Robert Olstein - Olstein Capital Management | Added | 18,000 | $3,749 | 0.82% | Apr 21, 2026 |
| Samantha McLemore - Patient Capital Management | Added | 654,419 | $136,295,958 | 5.08% | May 14, 2026 |
| Bill Ackman - Pershing Square Capital Management | Added | 11,451,981 | $2,385,104,083 | 17.4% | May 15, 2026 |
| Polen Capital Management | Trimmed | 3,896,739 | $811,573,863 | 5.61% | May 14, 2026 |
| Dennis Hong - ShawSpring Partners | Added | 186,499 | $38,842,147 | 14.5% | May 14, 2026 |
| Harry Burn - Sound Shore | New | 378,875 | $78,908,296 | 2.64% | May 7, 2026 |
| Daniel Loeb - Third Point | Trimmed | 1,940,000 | $404,043,800 | 19.4% | May 15, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 10,000,000 | $2,082,700,000 | 9.12% | May 15, 2026 |
| Torray Funds | Trimmed | 71,778 | $14,949,129 | 2.19% | May 1, 2026 |
| Triple Frond Partners | No change | 478,534 | $99,664,000 | 10.4% | May 15, 2026 |
| ValueAct Capital | Trimmed | 2,884,600 | $600,775,642 | 10.5% | May 15, 2026 |
| Viking Global Investors | Trimmed | 1,195,428 | $248,971,790 | 0.70% | May 15, 2026 |
| Vulcan Value Partners | Trimmed | 1,595,868 | $332,371,428 | 8.81% | May 11, 2026 |
| David Rolfe - Wedgewood Partners | Added | 99,907 | $20,807,631 | 4.30% | May 15, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 222,500 | $46,340,075 | 3.23% | May 14, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 1,819,439 | $378,934,561 | 4.89% | May 15, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | Trimmed | 1,737,603 | $401,074,000 | 6.11% | Feb 17, 2026 |
| AltaRock Partners | Trimmed | 7,314,534 | $1,688,340,738 | 33.1% | Feb 13, 2026 |
| Brad Gerstner - Altimeter Capital Management | Added | 2,215,660 | $511,418,641 | 7.68% | Feb 17, 2026 |
| David Tepper - Appaloosa Management | Trimmed | 2,179,391 | $503,047,031 | 7.34% | Feb 17, 2026 |
| Gavin Baker - Atreides Management | Added | 687,799 | $158,757,765 | 3.37% | Feb 17, 2026 |
| Ron Baron - Baron Capital | Added | 1,225,159 | $282,791,200 | 0.77% | Feb 17, 2026 |
| Seth Klarman - Baupost Group | New | 2,121,391 | $489,659,000 | 9.28% | Feb 13, 2026 |
| Warren Buffett - Berkshire Hathaway | Trimmed | 2,276,000 | $525,346,320 | 0.19% | Feb 17, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | No change | 1,400 | $323,148 | 0.01% | Feb 17, 2026 |
| Arnold Van Den Berg - Century Management | Added | 1,523 | $351,539 | 0.08% | Feb 17, 2026 |
| Steven Check - Check Capital Management | Added | 3,481 | $803,522 | 0.05% | Feb 6, 2026 |
| Philippe Laffont - Coatue Management | Added | 9,932,265 | $2,292,565,408 | 5.74% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | New | 1,340,523 | $309,419,519 | 2.89% | Feb 17, 2026 |
| Christopher Davis - Davis Advisors | Added | 3,429,262 | $791,545,223 | 3.56% | Feb 2, 2026 |
| Dodge & Cox Funds | Trimmed | 15,230,394 | $3,515,479,543 | 1.90% | Feb 13, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Added | 737,940 | $170,331,000 | 4.04% | Feb 17, 2026 |
| John Armitage - Egerton Capital | Added | 5,892,496 | $1,360,105,927 | 14.8% | Feb 11, 2026 |
| First Pacific Advisors | Trimmed | 1,411,199 | $325,732,953 | 4.37% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 33,593,612 | $7,754,077,761 | 2.65% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Added | 6,353,413 | $1,466,495,049 | 3.75% | Feb 17, 2026 |
| Thomas Russo - Gardner Russo & Quinn | New | 1,040 | $240,053 | 0.00% | Feb 12, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 993,450 | $229,308,129 | 0.84% | Feb 17, 2026 |
| Josh Tarasoff - Greenlea Lane Capital | Trimmed | 316,285 | $73,004,904 | 21.3% | Feb 17, 2026 |
| Jensen Investment Management | New | 1,133,670 | $261,673,709 | 4.12% | Feb 11, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 2,414,520 | $557,319,506 | 4.09% | Feb 17, 2026 |
| Mairs & Power Funds | Added | 2,592,768 | $598,462,710 | 5.76% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | No change | 2,030,760 | $468,740,022 | 3.74% | Feb 6, 2026 |
| David Katz - Matrix Asset Advisors | Trimmed | 125,319 | $28,926,024 | 2.60% | Jan 16, 2026 |
| Lee Ainslie - Maverick Capital | Added | 2,382,650 | $549,963,273 | 5.91% | Feb 13, 2026 |
| Bill Nygren - Oakmark Funds | Added | 4,463,110 | $1,030,175,013 | 1.31% | Feb 17, 2026 |
| Robert Olstein - Olstein Capital Management | No change | 12,500 | $2,885 | 0.59% | Feb 3, 2026 |
| Samantha McLemore - Patient Capital Management | Added | 562,559 | $129,849,857 | 5.01% | Feb 13, 2026 |
| Bill Ackman - Pershing Square Capital Management | Added | 9,607,824 | $2,217,677,936 | 14.3% | Feb 17, 2026 |
| Polen Capital Management | Trimmed | 8,653,721 | $1,997,451,824 | 8.53% | Feb 12, 2026 |
| Dennis Hong - ShawSpring Partners | New | 118,438 | $27,337,859 | 5.15% | Feb 13, 2026 |
| Daniel Loeb - Third Point | Trimmed | 2,165,000 | $499,725,300 | 6.88% | Feb 17, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 10,011,379 | $2,310,826,501 | 7.78% | Feb 17, 2026 |
| Torray Funds | Trimmed | 72,420 | $16,715,901 | 2.39% | Jan 28, 2026 |
| Triple Frond Partners | Trimmed | 478,534 | $110,455,000 | 11.5% | Feb 13, 2026 |
| ValueAct Capital | Trimmed | 3,394,300 | $783,472,326 | 11.2% | Feb 17, 2026 |
| Viking Global Investors | New | 3,126,816 | $721,731,669 | 1.92% | Feb 17, 2026 |
| Vulcan Value Partners | Trimmed | 1,759,935 | $406,173 | 7.33% | Mar 17, 2026 |
| David Rolfe - Wedgewood Partners | New | 58,266 | $13,448,958 | 2.51% | Feb 17, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 222,500 | $51,357,450 | 3.05% | Feb 12, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Added | 1,857,878 | $428,835,400 | 5.48% | Feb 17, 2026 |