Amazon.com Inc. (AMZN)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:25
Ownership rank:4
% of all portfolios:1.919%
Hold Price * :$186.33
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
AKO Capital Add 58.83% 551,277 1.34
AltaRock Partners Add 30.82% 1,272,860 4.67
Stephen Mandel - Lone Pine Capital Add 23.24% 1,033,987 1.44
Triple Frond Partners Add 10.13% 54,870 1.32
Lee Ainslie - Maverick Capital Add 6.26% 89,888 0.33
Chase Coleman - Tiger Global Management Add 1.49% 94,408 0.08
Torray Funds Add 1.04% 848 0.02
Christopher Bloomstran - Semper Augustus Buy 1,272 0.04
David Katz - Matrix Asset Advisors Reduce 0.84% 1,026 0.02
Samantha McLemore - Patient Capital Management Reduce 1.01% 6,369 0.06
Steven Romick - FPA Crescent Fund Reduce 1.64% 17,630 0.05
David Tepper - Appaloosa Management Reduce 7.91% 275,000 0.76
Polen Capital Management Reduce 13.09% 3,879,033 1.87
John Armitage - Egerton Capital Reduce 21.24% 827,315 1.56
Josh Tarasoff - Greenlea Lane Capital Reduce 22.64% 109,550 6.20
Daniel Loeb - Third Point Reduce 27.45% 1,400,000 3.54
Christopher Davis - Davis Advisors Reduce 28.98% 1,657,929 1.73
Glenn Greenberg - Brave Warrior Advisors Reduce 36.36% 800 0.01
Viking Global Investors Reduce 56.37% 5,238,980 3.55
Q2  2024
Viking Global Investors Add 34.64% 2,391,262 1.78
Lee Ainslie - Maverick Capital Add 15.20% 189,613 0.70
Torray Funds Add 0.34% 278 0.01
AKO Capital Buy 937,004 2.49
Steven Romick - FPA Crescent Fund Reduce 0.51% 5,516 0.02
Christopher Davis - Davis Advisors Reduce 0.79% 45,282 0.05
David Katz - Matrix Asset Advisors Reduce 0.98% 1,211 0.03
Stephen Mandel - Lone Pine Capital Reduce 1.01% 45,201 0.07
AltaRock Partners Reduce 1.78% 75,000 0.30
Samantha McLemore - Patient Capital Management Reduce 1.91% 12,292 0.13
Mairs & Power Growth Fund Reduce 3.46% 60,000 0.21
David Tepper - Appaloosa Management Reduce 9.22% 353,000 1.10
Polen Capital Management Reduce 13.91% 4,787,351 2.32
Glenn Greenberg - Brave Warrior Advisors Reduce 18.52% 500 0.00
John Armitage - Egerton Capital Reduce 21.97% 1,096,811 2.14
Hillman Value Fund Reduce 22.68% 9,300 0.75
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 25.56% 57,500 1.26
Q1  2024
Viking Global Investors Add 40.02% 1,972,702 1.33
Chase Coleman - Tiger Global Management Add 29.46% 1,438,600 1.42
Daniel Loeb - Third Point Add 21.43% 900,000 2.09
John Armitage - Egerton Capital Add 7.38% 342,982 0.60
Josh Tarasoff - Greenlea Lane Capital Reduce 0.31% 1,525 0.08
Steven Romick - FPA Crescent Fund Reduce 0.50% 5,453 0.02
Mairs & Power Growth Fund Reduce 0.57% 10,000 0.03
David Katz - Matrix Asset Advisors Reduce 2.73% 3,461 0.07
David Tepper - Appaloosa Management Reduce 3.09% 122,000 0.33
Torray Funds Reduce 3.51% 2,962 0.08
Polen Capital Management Reduce 5.14% 1,864,696 0.78
AltaRock Partners Reduce 5.19% 230,174 0.89
Samantha McLemore - Patient Capital Management Reduce 10.83% 78,244 0.69
Lee Ainslie - Maverick Capital Reduce 13.13% 188,564 0.66
Stephen Mandel - Lone Pine Capital Reduce 17.77% 971,308 1.38
Christopher Davis - Davis Advisors Reduce 17.80% 1,248,291 1.26
Michael Burry - Scion Asset Management Sell 100.00% 30,000 4.82
Q4  2023
John Armitage - Egerton Capital Add 826.28% 4,147,308 6.82
Chase Coleman - Tiger Global Management Add 24.08% 947,440 1.02
David Tepper - Appaloosa Management Add 5.33% 200,000 0.54
Lee Ainslie - Maverick Capital Add 3.65% 50,515 0.16
Torray Funds Add 0.71% 593 0.01
Thomas Gayner - Markel Group Add 0.29% 5,800 0.01
Michael Burry - Scion Asset Management Buy 30,000 4.82
David Katz - Matrix Asset Advisors Reduce 1.27% 1,630 0.03
Polen Capital Management Reduce 3.00% 1,122,214 0.41
AltaRock Partners Reduce 3.60% 165,600 0.56
Christopher Davis - Davis Advisors Reduce 5.61% 417,214 0.36
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 6.25% 15,000 0.26
Samantha McLemore - Patient Capital Management Reduce 7.24% 56,394 0.45
Steven Romick - FPA Crescent Fund Reduce 8.78% 104,627 0.27
Daniel Loeb - Third Point Reduce 10.26% 480,000 1.11
Josh Tarasoff - Greenlea Lane Capital Reduce 11.45% 62,790 2.95
Mairs & Power Growth Fund Reduce 11.75% 232,000 0.70
Triple Frond Partners Reduce 24.73% 178,035 3.22
Viking Global Investors Reduce 43.66% 3,820,344 2.13
Bill & Melinda Gates Foundation Trust Sell 100.00% 44,000 0.01
Q3  2023
Viking Global Investors Add 98.80% 4,348,680 2.25
David Tepper - Appaloosa Management Add 18.58% 587,500 1.47
Daniel Loeb - Third Point Add 14.15% 580,000 1.14
Stephen Mandel - Lone Pine Capital Add 11.63% 569,245 0.70
Chase Coleman - Tiger Global Management Add 6.49% 239,760 0.22
Torray Funds Add 1.75% 1,442 0.03
Dodge & Cox Add 0.54% 61,100 0.01
Thomas Gayner - Markel Group Add 0.30% 6,100 0.01
John Armitage - Egerton Capital Buy 501,926 0.74
Bill & Melinda Gates Foundation Trust Buy 44,000 0.01
Samantha McLemore - Patient Capital Management Reduce 0.46% 3,564 0.03
David Katz - Matrix Asset Advisors Reduce 0.46% 593 0.01
Lee Ainslie - Maverick Capital Reduce 3.40% 48,807 0.15
Mairs & Power Growth Fund Reduce 3.94% 81,000 0.23
Warren Buffett - Berkshire Hathaway Reduce 5.22% 551,000 0.02
Steven Romick - FPA Crescent Fund Reduce 7.34% 94,375 0.21
Christopher Davis - Davis Advisors Reduce 9.70% 798,470 0.64
AltaRock Partners Reduce 9.92% 506,547 1.61
Polen Capital Management Reduce 11.47% 4,846,037 1.62
Hillman Value Fund Reduce 29.31% 17,000 1.07
Bill Nygren - Oakmark Select Fund Sell 100.00% 1,365,000 3.53
Seth Klarman - Baupost Group Sell 100.00% 963,946 2.27
David Rolfe - Wedgewood Partners Sell 100.00% 1,600 0.03
Q2  2023
Samantha McLemore - Patient Capital Management Add 857.39% 700,491 5.09
David Tepper - Appaloosa Management Add 58.13% 1,162,500 2.81
Wallace Weitz - Weitz Large Cap Equity Fund Add 20.00% 40,000 0.64
David Katz - Matrix Asset Advisors Add 1.05% 1,341 0.02

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.