Portfolio changes · featured 13Fs

Activity

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

55 managers with a move of 137 featured filed through 18 Aug 27 shown managers newest 13Fs

AMZN · reduce · all sizes

27 shown

New 2 Exit 1 Add 25 Reduce 27 all moves 55

27 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
18 Aug 1
AMZN	Reduce	Nehal Chopra - Ratan Capital Management	−7.28 pp	−49.8% sh	Q1→Q2
17 Aug 1
AMZN	Reduce	Altarock Partners	−5.99 pp	−24.3% sh	Q1→Q2
14 Aug 12
AMZN	Reduce	Dan Loeb - Third Point	−10.49 pp	−9.8% sh	Q1→Q2
AMZN	Reduce	Bill Ackman - Pershing Square	−6.91 pp	−25.2% sh	Q1→Q2
AMZN	Reduce	Glen Kacher - Light Street Capital Management	−3.52 pp	−59.1% sh	Q1→Q2
AMZN	Reduce	Dan Sundheim - D1 Capital Partners	−2.92 pp	−65.3% sh	Q1→Q2
AMZN	Reduce	Farallon Capital Management	−2.11 pp	−37.6% sh	Q1→Q2
AMZN	Reduce	Dennis Hong - Shawspring Partners	+1.61 pp	−15.8% sh	Q1→Q2
AMZN	Reduce	Grant Wonders - Voyager Global Management	−1.47 pp	−2.3% sh	Q1→Q2
AMZN	Reduce	Lee Ainslie - Maverick Capital	−1.31 pp	−12.8% sh	Q1→Q2
AMZN	Reduce	George Soros - Soros Fund Management	−0.98 pp	−39.2% sh	Q1→Q2
AMZN	Reduce	Josh Tarasoff - Greenlea Lane Capital Management	−0.56 pp	−10.3% sh	Q1→Q2
AMZN	Reduce	Chase Coleman - Tiger Global Management	+0.51 pp	−3.2% sh	Q1→Q2
AMZN	Reduce	Eric Mandelblatt - Soroban Capital Partners	+0.18 pp	−15.0% sh	Q1→Q2
13 Aug 3
AMZN	Reduce	Triple Frond Partners	−1.15 pp	−9.6% sh	Q1→Q2
AMZN	Reduce	Chris James - Meritage Group	−0.41 pp	−16.9% sh	Q1→Q2
AMZN	Reduce	Thomas Russo - Gardner Russo & Quinn	0.00 pp	−10.0% sh	Q1→Q2
12 Aug 4
AMZN	Reduce	Ako Capital	−0.72 pp	−34.0% sh	Q1→Q2
AMZN	Reduce	Senator Investment Group	−0.51 pp	−3.4% sh	Q1→Q2
AMZN	Reduce	Wallace Weitz - Weitz Investment Management	+0.35 pp	−2.2% sh	Q1→Q2
AMZN	Reduce	Harry Burn - Sound Shore Management	−0.07 pp	−7.6% sh	Q1→Q2
11 Aug 1
AMZN	Reduce	Murray Stahl - Horizon Kinetics Asset Management	0.00 pp	−8.9% sh	Q1→Q2
10 Aug 2
AMZN	Reduce	Vulcan Value Partners	−1.61 pp	−37.8% sh	Q1→Q2
AMZN	Reduce	Lewis Sanders - Sanders Capital	−0.39 pp	−1.6% sh	Q1→Q2
7 Aug 1
AMZN	Reduce	Jensen Investment Management	+1.08 pp	−13.6% sh	Q1→Q2
4 Aug 1
AMZN	Reduce	Polen Capital Management	+0.15 pp	−27.9% sh	Q1→Q2
30 Jul 1
AMZN	Reduce	Torray Investment Partners	0.00 pp	−5.2% 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