Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in AMZN across featured managers — New / Exit / Add / Reduce.

ticker AMZN holders clear

55 managers with a move of 137 featured filed through 17 Aug 25 shown managers newest 13Fs

25 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
17 Aug 1
AMZN Add Ben Hoskin - Value Aligned Research Advisors +0.96 pp +32926.5% sh Q1→Q2
14 Aug 18
AMZN Add Ben Jacobs - Anomaly Capital Management −4.11 pp +5.5% sh Q1→Q2
AMZN Add Robert Karr - Joho Capital +3.05 pp +29.9% sh Q1→Q2
AMZN Add David Rolfe - Wedgewood Partners +2.37 pp +35.6% sh Q1→Q2
AMZN Add Gavin Baker - Atreides Management −2.36 pp +1.7% sh Q1→Q2
AMZN Add Stanley Druckenmiller - Duquesne Family Office +2.19 pp +1082.5% sh Q1→Q2
AMZN Add Valueact Capital - Valueact Holdings +1.93 pp +2.0% sh Q1→Q2
AMZN Add Andreas Halvorsen - Viking Global Investors +1.82 pp +209.6% sh Q1→Q2
AMZN Add Brad Gerstner - Altimeter Capital Management −1.76 pp +16.1% sh Q1→Q2
AMZN Add Corvex Management −0.72 pp +2.6% sh Q1→Q2
AMZN Add Cathie Wood - Ark Investment Management +0.27 pp +17.4% sh Q1→Q2
AMZN Add David Tepper - Appaloosa +0.26 pp +15.7% sh Q1→Q2
AMZN Add Alex Sacerdote - Whale Rock Capital Management −0.21 pp +34.5% sh Q1→Q2
AMZN Add Davidson Kempner Capital Management +0.17 pp +60.0% sh Q1→Q2
AMZN Add Philippe Laffont - Coatue Management +0.12 pp +49.2% sh Q1→Q2
AMZN Add Ron Baron - Bamco Inc. (Baron Capital) −0.11 pp +51.1% sh Q1→Q2
AMZN Add Ning Jin - Avantyr Capital Partners −0.10 pp +9.6% sh Q1→Q2
AMZN Add Glenview Capital Management −0.02 pp +20.1% sh Q1→Q2
AMZN Add Glenn Greenberg - Brave Warrior Advisors +0.01 pp +89.3% sh Q1→Q2
13 Aug 3
AMZN Add Seth Klarman - Baupost Group +3.78 pp +20.0% sh Q1→Q2
AMZN Add Dodge & Cox +0.36 pp +10.6% sh Q1→Q2
AMZN Add Samantha Mclemore - Patient Capital Management +0.34 pp +4.1% sh Q1→Q2
11 Aug 1
AMZN Add Christopher Davis - Davis Selected Advisers +1.10 pp +24.8% sh Q1→Q2
21 Jul 1
AMZN Add John Armitage - Egerton Capital (UK) +2.76 pp +51.2% sh Q1→Q2
21 Apr 1
AMZN Add Robert Olstein - Olstein Capital Management +0.23 pp +44.0% sh 2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home