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 Q2 2026 it was held by 35 managers with an aggregate reported value of $21.01B, which is 1.81% of the combined portfolio.
As of Q2 2026, 35 tracked institutional managers held AMZN (Amazon.com, Inc.) with an aggregate reported value of $21.01B — 1.81% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- AMZN
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Dodge & Cox - Dodge & Cox | 2.08% | Add +10.6% | 16,708,513 | $3.98B |
| 2 | Chase Coleman - Tiger Global Management | 9.62% | Reduce -3.2% | 9,683,558 | $2.31B |
| 3 | Bill Ackman - Pershing Square Capital Management | 10.49% | Reduce -25.2% | 8,563,857 | $2.04B |
| 4 | AltaRock Partners - AltaRock Partners | 32.21% | Reduce -24.3% | 5,729,972 | $1.37B |
| 5 | David Tepper - Appaloosa Management | 15.95% | Add +15.7% | 5,000,000 | $1.19B |
| 6 | Bill Nygren - Oakmark Funds | 1.48% | Reduce -2.3% | 4,653,406 | $1.11B |
| 7 | Christopher Davis - Davis Advisors | 4.38% | Add +24.8% | 4,276,176 | $1.02B |
| 8 | Seth Klarman - Baupost Group | 16.48% | Add +20.0% | 3,743,854 | $892.31M |
| 9 | Viking Global Investors - Viking Global Investors | 2.51% | Add +209.6% | 3,700,862 | $882.06M |
| 10 | John Armitage - Egerton Capital | 8.23% | Add +51.2% | 3,573,408 | $851.69M |
| 11 | ValueAct Capital - ValueAct Capital | 12.44% | Add +2.0% | 2,941,700 | $701.12M |
| 12 | Polen Capital Management - Polen Capital Management | 5.77% | Reduce -27.9% | 2,809,953 | $669.72M |
| 13 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 5.68% | Reduce -0.1% | 2,599,441 | $619.55M |
| 14 | Thomas Gayner - Markel Asset Management | 3.69% | - | 2,030,760 | $484.01M |
| 15 | Lee Ainslie - Maverick Capital | 4.35% | Reduce -12.8% | 2,020,894 | $481.66M |
| 16 | Daniel Loeb - Third Point | 8.97% | Reduce -9.8% | 1,750,000 | $417.1M |
| 17 | First Pacific Advisors - First Pacific Advisors | 4.01% | Reduce -3.9% | 1,360,585 | $324.28M |
| 18 | AKO Capital - AKO Capital | 6.34% | Reduce -34.0% | 1,141,835 | $272.15M |
| 19 | Jensen Investment Management - Jensen Investment Management | 6.09% | Reduce -13.6% | 1,054,136 | $251.24M |
| 20 | Vulcan Value Partners - Vulcan Value Partners | 7.20% | Reduce -37.8% | 992,758 | $236.61M |
| 21 | Samantha McLemore - Patient Capital Management | 5.39% | Add +4.1% | 681,047 | $162.32M |
| 22 | Stanley Druckenmiller - Duquesne Family Office LLC | 2.96% | Add +1082.5% | 541,600 | $129.09M |
| 23 | Triple Frond Partners - Triple Frond Partners | 9.20% | Reduce -9.6% | 432,420 | $103.06M |
| 24 | Harry Burn - Sound Shore | 2.57% | Reduce -7.6% | 350,136 | $83.45M |
| 25 | Josh Tarasoff - Greenlea Lane Capital | 18.35% | Reduce -10.3% | 280,350 | $66.82M |
| 26 | Wallace Weitz - Weitz Investment Management | 3.59% | Reduce -2.3% | 217,500 | $51.84M |
| 27 | Steven Check - Check Capital Management | 2.83% | Add +1.0% | 206,057 | $49.11M |
| 28 | Leon Cooperman - Leon Cooperman | 1.14% | - | 169,500 | $40.4M |
| 29 | Dennis Hong - ShawSpring Partners | 16.13% | Reduce -15.8% | 157,020 | $37.42M |
| 30 | David Rolfe - Wedgewood Partners | 6.66% | Add +35.6% | 135,440 | $32.28M |
| 31 | David Katz - Matrix Asset Advisors | 2.59% | Reduce -1.2% | 133,816 | $31.89M |
| 32 | Torray Funds - Torray Funds | 2.19% | Reduce -5.2% | 68,062 | $16.22M |
| 33 | Glenn Greenberg - Brave Warrior Advisors | 0.01% | Add +89.3% | 2,650 | $631.6K |
| 34 | Thomas Russo - Gardner Russo & Quinn | 0.00% | Reduce -10.0% | 936 | $223.09K |
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 +129.7% | 459,300 | $109.47M |
Loading holder history for AMZN…