Portfolio changes · featured 13Fs
Activity
Moves in AMZN across featured managers — New / Exit / Add / Reduce.
AMZN · add
11 shown11 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 8 | |||||
| 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 |
| 13 Aug 1 | |||||
| AMZN | Add | Seth Klarman - Baupost Group | +3.78 pp | +20.0% 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 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home