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 18 Aug 27 shown managers newest 13Fs

AMZN

27 shown
New 2 Exit 1 Add 11 Reduce 13 all moves 27
all time today 7d 14d
≥1 pp all sizes
reset

27 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 19
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 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 2
AMZN Add Seth Klarman - Baupost Group +3.78 pp +20.0% sh Q1→Q2
AMZN Reduce Triple Frond Partners −1.15 pp −9.6% sh Q1→Q2
11 Aug 1
AMZN Add Christopher Davis - Davis Selected Advisers +1.10 pp +24.8% 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
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