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 2026 it was held by 35 managers with an aggregate reported value of $18.31B, which is 1.67% of the combined portfolio.
As of Q1 2026, 35 tracked institutional managers held AMZN (Amazon.com, Inc.) with an aggregate reported value of $18.31B — 1.67% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2026
- Ticker
- AMZN
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Dodge & Cox - Dodge & Cox | 1.73% | Reduce -0.8% | 15,109,899 | $3.15B |
| 2 | Bill Ackman - Pershing Square Capital Management | 17.39% | Add +19.2% | 11,451,981 | $2.39B |
| 3 | Chase Coleman - Tiger Global Management | 9.12% | Reduce -0.1% | 10,000,000 | $2.08B |
| 4 | AltaRock Partners - AltaRock Partners | 38.20% | Add +3.5% | 7,567,946 | $1.58B |
| 5 | Bill Nygren - Oakmark Funds | 1.32% | Add +6.7% | 4,760,706 | $991.51M |
| 6 | David Tepper - Appaloosa Management | 15.16% | Add +98.2% | 4,320,000 | $899.73M |
| 7 | Polen Capital Management - Polen Capital Management | 5.61% | Reduce -55.0% | 3,896,739 | $811.57M |
| 8 | Christopher Davis - Davis Advisors | 3.28% | Reduce -0.1% | 3,425,252 | $713.38M |
| 9 | Seth Klarman - Baupost Group | 12.70% | Add +47.0% | 3,118,754 | $649.54M |
| 10 | ValueAct Capital - ValueAct Capital | 10.52% | Reduce -15.0% | 2,884,600 | $600.78M |
| 11 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 5.54% | Add +0.4% | 2,602,912 | $542.11M |
| 12 | John Armitage - Egerton Capital | 5.46% | Reduce -59.9% | 2,363,334 | $492.21M |
| 13 | Lee Ainslie - Maverick Capital | 5.61% | Reduce -2.7% | 2,318,015 | $482.77M |
| 14 | Thomas Gayner - Markel Asset Management | 3.54% | - | 2,030,760 | $422.95M |
| 15 | Daniel Loeb - Third Point | 19.40% | Reduce -10.4% | 1,940,000 | $404.04M |
| 16 | AKO Capital - AKO Capital | 7.06% | Reduce -0.4% | 1,731,170 | $360.55M |
| 17 | Vulcan Value Partners - Vulcan Value Partners | 8.81% | Reduce -9.3% | 1,595,868 | $332.37M |
| 18 | First Pacific Advisors - First Pacific Advisors | 4.13% | Add +0.4% | 1,416,219 | $294.96M |
| 19 | Jensen Investment Management - Jensen Investment Management | 5.01% | Add +7.6% | 1,219,422 | $253.97M |
| 20 | Viking Global Investors - Viking Global Investors | 0.70% | Reduce -61.8% | 1,195,428 | $248.97M |
| 21 | Samantha McLemore - Patient Capital Management | 5.08% | Add +16.3% | 654,419 | $136.3M |
| 22 | Triple Frond Partners - Triple Frond Partners | 10.35% | - | 478,534 | $99.66M |
| 23 | Harry Burn - Sound Shore | 2.64% | New | 378,875 | $78.91M |
| 24 | Josh Tarasoff - Greenlea Lane Capital | 18.91% | Reduce -1.2% | 312,530 | $65.09M |
| 25 | Wallace Weitz - Weitz Investment Management | 3.23% | - | 222,500 | $46.34M |
| 26 | Dennis Hong - ShawSpring Partners | 14.51% | Add +57.5% | 186,499 | $38.84M |
| 27 | Leon Cooperman - Leon Cooperman | 1.16% | New | 169,500 | $35.3M |
| 28 | David Katz - Matrix Asset Advisors | 2.59% | Add +8.1% | 135,469 | $28.21M |
| 29 | David Rolfe - Wedgewood Partners | 4.30% | Add +71.5% | 99,907 | $20.81M |
| 30 | Torray Funds - Torray Funds | 2.19% | Reduce -0.9% | 71,778 | $14.95M |
| 31 | Stanley Druckenmiller - Duquesne Family Office LLC | 0.32% | Reduce -93.8% | 45,800 | $9.54M |
| 32 | Robert Olstein - Olstein Capital Management | 0.82% | Add +44.0% | 18,000 | $3.75M |
| 33 | Glenn Greenberg - Brave Warrior Advisors | 0.01% | - | 1,400 | $291.58K |
| 34 | Thomas Russo - Gardner Russo & Quinn | 0.00% | - | 1,040 | $216.6K |
Call holders — bullish via leverage
1 manager holds call options on AMZN — a right to buy at strike. Notional value, not premium.
| 1 | Stanley Druckenmiller - Duquesne Family Office LLC | Add +100.0% | 200,000 | $41.65M |
Loading holder history for AMZN…