Follow-The-Filings

Security · featured owners

AMZN Amazon Com Inc.

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

  • 62 Owners
  • #1
  • Max 32.2%
  • Master 2.26%
  • $38.7B
  • 3 new 25 add 30 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 32.2% (Altarock Partners) · not free-float ownership

  1. Altarock Partners reduce 32.2%
  2. Josh Tarasoff reduce 18.4%
  3. Robert Karr add 17.9%
  4. Seth Klarman add 16.5%
  5. Dennis Hong reduce 16.1%
  6. David Tepper add 15.4%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 7.0% Reduce −1.6% 29,352,719 $7B history
Dodge & Cox 2026 Q2 2.1% Add +10.6% 16,708,513 $4B history
Philippe Laffont - Coatue Management 2026 Q2 5.8% Add +49.2% 11,834,799 $2.8B history
Chase Coleman - Tiger Global Management 2026 Q2 9.6% Reduce −3.2% 9,683,558 $2.3B history
Bill Ackman - Pershing Square 2026 Q2 10.5% New 10.5% 8,563,857 $2B history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 3.6% Reduce −15.0% 7,111,703 $1.7B history
Altarock Partners 2026 Q2 32.2% Reduce −24.3% 5,729,972 $1.4B history
David Tepper - Appaloosa 2026 Q2 15.4% Add +15.7% 5,000,000 $1.2B history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 1.5% Reduce −2.3% 4,653,406 $1.1B history
Christopher Davis - Davis Selected Advisers 2026 Q2 4.4% Add +24.8% 4,276,176 $1B history
Seth Klarman - Baupost Group 2026 Q2 16.5% Add +20.0% 3,743,854 $892M history
Andreas Halvorsen - Viking Global Investors 2026 Q2 2.5% Add +209.6% 3,700,862 $882M history
John Armitage - Egerton Capital (UK) 2026 Q2 8.2% Add +51.2% 3,573,408 $852M history
Valueact Capital - Valueact Holdings 2026 Q2 12.4% Add +2.0% 2,941,700 $701M history
Polen Capital Management 2026 Q2 5.8% Reduce −27.9% 2,809,953 $670M history
Farallon Capital Management 2026 Q2 2.9% Reduce −37.6% 2,632,994 $628M history
Mairs & Power 2026 Q2 5.7% Reduce −0.1% 2,599,441 $620M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 4.7% Add +34.5% 2,447,732 $583M history
Brad Gerstner - Altimeter Capital Management 2026 Q2 5.9% Add +16.1% 2,425,351 $578M history
Grant Wonders - Voyager Global Management 2026 Q2 13.9% Reduce −2.3% 2,125,000 $506M history
Thomas Gayner - Markel Group 2026 Q2 3.7% Hold 2,030,760 $484M history
Lee Ainslie - Maverick Capital 2026 Q2 4.3% Reduce −12.8% 2,020,894 $482M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.70% Add +51.1% 1,956,523 $466M history
Dan Loeb - Third Point 2026 Q2 8.9% Reduce −9.8% 1,750,000 $417M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.97% Add +32926.5% 1,625,565 $387M history
Cathie Wood - Ark Investment Management 2026 Q2 2.5% Add +17.4% 1,591,177 $379M history
Chris James - Meritage Group 2026 Q2 14.2% Reduce −16.9% 1,542,397 $368M history
Ben Jacobs - Anomaly Capital Management 2026 Q2 13.1% Add +5.5% 1,438,292 $343M history
First Pacific Advisors 2026 Q2 4.0% Reduce −3.9% 1,360,585 $324M history
Glenview Capital Management 2026 Q2 5.5% Add +20.1% 1,271,687 $303M history
Marc Stad - Dragoneer Investment Group 2026 Q2 10.7% New 10.7% 1,271,500 $303M history
George Soros - Soros Fund Management 2026 Q2 3.5% Reduce −39.2% 1,182,529 $282M history
Ako Capital 2026 Q2 6.3% Reduce −34.0% 1,141,835 $272M history
Jensen Investment Management 2026 Q2 6.1% Reduce −13.6% 1,054,136 $251M history
Vulcan Value Partners 2026 Q2 7.2% Reduce −37.8% 992,758 $237M history
Gavin Baker - Atreides Management 2026 Q2 1.6% Add +1.7% 969,629 $231M history
Corvex Management 2026 Q2 6.6% Add +2.6% 905,732 $216M history
Josh Kushner - Thrive Capital Management 2026 Q2 5.7% New 5.7% 904,038 $215M history
Samantha Mclemore - Patient Capital Management 2026 Q2 5.3% Add +4.1% 681,047 $162M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.43% Reduce −65.3% 628,082 $150M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 2.5% Add +1082.5% 541,600 $129M history
Triple Frond Partners 2026 Q2 9.2% Reduce −9.6% 432,420 $103M history
Senator Investment Group 2026 Q2 3.7% Reduce −3.4% 420,000 $100M history
Harry Burn - Sound Shore Management 2026 Q2 2.6% Reduce −7.6% 350,136 $83M history
Robert Karr - Joho Capital 2026 Q2 17.9% Add +29.9% 346,600 $83M history
Ning Jin - Avantyr Capital Partners 2026 Q2 2.5% Add +9.6% 282,886 $67M history
Josh Tarasoff - Greenlea Lane Capital Management 2026 Q2 18.4% Reduce −10.3% 280,350 $67M history
Wallace Weitz - Weitz Investment Management 2026 Q2 3.6% Reduce −2.2% 217,500 $52M history
Steven Check - Check Capital Management 2026 Q2 1.3% Hold 206,057 $49M history
Leon Cooperman - Omega Advisors 2026 Q2 1.1% Hold 169,500 $40M history
Davidson Kempner Capital Management 2026 Q2 0.45% Add +60.0% 160,000 $38M history
Dennis Hong - Shawspring Partners 2026 Q2 16.1% Reduce −15.8% 157,020 $37M history
David Rolfe - Wedgewood Partners 2026 Q2 6.7% Add +35.6% 135,440 $32M history
David Katz - Matrix Asset Advisors 2026 Q2 2.6% Reduce −1.2% 133,816 $32M history
Nehal Chopra - Ratan Capital Management 2026 Q2 7.3% Reduce −49.8% 94,288 $22M history
Torray Investment Partners 2026 Q2 2.2% Reduce −5.2% 68,062 $16M history
Glen Kacher - Light Street Capital Management 2026 Q2 1.4% Reduce −59.1% 51,000 $12M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 1.8% Add +1.7% 15,607 $4M history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.01% Add +89.3% 2,650 $632K history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 0.09% Hold 1,807 $431K history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 <0.01% Reduce −8.9% 1,081 $258K history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 <0.01% Reduce −10.0% 936 $223K history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 3.4% Exit −3.36 pp 96,400 $20M history

62 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 12 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
424B3 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
8-K 5.07 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 25, 2026 Filing Doc
4 Period Aug 21, 2026 · 6 forms Filing Doc
4 Period Aug 15, 2026 Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 3, 2026 · 2 forms Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 1, 2026 Filing Doc
4 Period May 21, 2026 · 6 forms Filing Doc
4 Period May 15, 2026 · 4 forms Filing Doc
4 Period May 4, 2026 Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $574.78B $637.96B $716.92B
Gross profit * $270.05B $311.67B $360.51B
Gross margin * 47.0% 48.9% 50.3%
Net income $30.42B $59.25B $77.67B
Net margin * 5.3% 9.3% 10.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $172.35B $190.87B $229.08B
Total non-current assets * $355.5B $434.03B $588.96B
Total assets $527.85B $624.89B $818.04B
Total current liabilities $164.92B $179.43B $218B
Total equity $201.88B $285.97B $411.06B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $84.95B $115.88B $139.51B
Cash from investing -$49.83B -$94.34B -$142.54B
Cash from financing -$15.88B -$11.81B $9.66B
Net change in cash $19.64B $8.42B $7.79B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders