AMZN - AMAZON COM INC
This page shows which of the focused investors we track hold AMZN and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2023 it was held by 27 managers with an aggregate reported value of $16.59B, which is 1.59% of the combined portfolio.
As of Q1 2023, 27 tracked institutional managers held AMZN (AMAZON COM INC) with an aggregate reported value of $16.59B — 1.59% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2023
- Ticker
- AMZN
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Polen Capital Management - Polen Capital Management | 12.22% | Add +27.7% | 44,882,757 | $4.64B |
| 2 | Bill Nygren - Oakmark Funds | 4.59% | Add +18.4% | 22,869,031 | $2.36B |
| 3 | Dodge & Cox - Dodge & Cox | 1.29% | Add +21.9% | 18,360,370 | $1.9B |
| 4 | Warren Buffett - Berkshire Hathaway | 0.34% | Reduce -1.1% | 10,551,000 | $1.09B |
| 5 | Chase Coleman - Tiger Global Management | 9.10% | Add +12.7% | 9,685,171 | $1B |
| 6 | Christopher Davis - Davis Advisors | 5.64% | Add +6.1% | 8,256,759 | $852.84M |
| 7 | Viking Global Investors - Viking Global Investors | 3.70% | Reduce -38.9% | 7,628,220 | $787.92M |
| 8 | Terry Smith - Fundsmith | 3.02% | - | 6,777,831 | $700.08M |
| 9 | Stephen Mandel - Lone Pine Capital | 6.32% | Reduce -31.5% | 6,605,311 | $682.26M |
| 10 | AltaRock Partners - AltaRock Partners | 16.59% | Add +3.9% | 5,864,951 | $605.79M |
| 11 | Vulcan Value Partners - Vulcan Value Partners | 6.79% | Add +2.6% | 5,198,557 | $536.81M |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 3.26% | Add +8.6% | 2,732,442 | $282.23M |
| 13 | First Pacific Advisors - First Pacific Advisors | 3.41% | Reduce -1.6% | 2,128,469 | $219.85M |
| 14 | Thomas Gayner - Markel Asset Management | 2.64% | Add +0.6% | 2,009,360 | $207.55M |
| 15 | David Tepper - Appaloosa Management | 10.91% | Add +33.3% | 2,000,000 | $206.58M |
| 16 | Lee Ainslie - Maverick Capital | 3.85% | New | 1,474,164 | $152.27M |
| 17 | Stanley Druckenmiller - Duquesne Family Office LLC | 3.62% | New | 807,975 | $83.46M |
| 18 | Triple Frond Partners - Triple Frond Partners | 10.85% | Add +24.3% | 719,936 | $74.36M |
| 19 | Bill Miller - Miller Value Partners | 4.48% | New | 694,966 | $71.78M |
| 20 | Josh Tarasoff - Greenlea Lane Capital | 22.86% | - | 554,510 | $57.28M |
| 21 | Wallace Weitz - Weitz Investment Management | 2.38% | - | 400,000 | $41.32M |
| 22 | David Katz - Matrix Asset Advisors | 1.91% | Add +110.0% | 127,867 | $13.21M |
| 23 | Torray Funds - Torray Funds | 1.57% | Reduce -0.3% | 84,680 | $8.75M |
| 24 | Samantha McLemore - Patient Capital Management | 3.76% | Add +2.5% | 81,700 | $8.44M |
| 25 | Hillman Value Fund - Hillman Value Fund | 3.12% | Add +33.1% | 79,829 | $8.25M |
| 26 | Ruane Cunniff LP - Ruane Cunniff LP | 0.02% | Add +1.4% | 13,320 | $1.38M |
| 27 | Glenn Greenberg - Brave Warrior Advisors | 0.01% | New | 3,200 | $330.53K |
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