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 55 shown managers newest 13Fs

AMZN · all sizes

55 shown

New 2 Exit 1 Add 25 Reduce 27 all moves 55

55 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 2
AMZN	Add	Ben Hoskin - Value Aligned Research Advisors	+0.96 pp	+32926.5% sh	Q1→Q2
AMZN	Reduce	Altarock Partners	−5.99 pp	−24.3% sh	Q1→Q2
14 Aug 33
AMZN	New	Marc Stad - Dragoneer Investment Group	+10.69 pp	opened 10.7%	Q1→Q2
AMZN	New	Josh Kushner - Thrive Capital Management	+5.66 pp	opened 5.7%	Q1→Q2
AMZN	Exit	Estuary Capital Management	−3.36 pp	was 3.4%	Q1→Q2
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
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 4
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
AMZN	Reduce	Triple Frond Partners	−1.15 pp	−9.6% 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