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 13 shown managers newest 13Fs

AMZN · reduce

13 shown

13 shown · signal ≥1 pp on Add/Reduce · 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 8
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
13 Aug 1
AMZN	Reduce	Triple Frond Partners	−1.15 pp	−9.6% sh	Q1→Q2
10 Aug 1
AMZN	Reduce	Vulcan Value Partners	−1.61 pp	−37.8% sh	Q1→Q2
7 Aug 1
AMZN	Reduce	Jensen Investment Management	+1.08 pp	−13.6% 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