Amazon.com Inc. (AMZN)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:24
Ownership rank:4
% of all portfolios:1.901%
Hold Price * :$155.85
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
Steven Romick - FPA Crescent Fund Reduce 0.50% 5,453 0.02
Mairs & Power Growth Fund Reduce 0.57% 10,000 0.03
David Katz - Matrix Asset Advisors Reduce 2.73% 3,461 0.07
Q4  2023
John Armitage - Egerton Capital Add 826.28% 4,147,308 6.82
Chase Coleman - Tiger Global Management Add 24.08% 947,440 1.02
David Tepper - Appaloosa Management Add 5.33% 200,000 0.54
Lee Ainslie - Maverick Capital Add 3.65% 50,515 0.16
Torray Funds Add 0.71% 593 0.01
Thomas Gayner - Markel Asset Management Add 0.29% 5,800 0.01
Michael Burry - Scion Asset Management Buy 30,000 4.82
David Katz - Matrix Asset Advisors Reduce 1.27% 1,630 0.03
Polen Capital Management Reduce 3.01% 1,124,266 0.41
AltaRock Partners Reduce 3.60% 165,600 0.56
Christopher Davis - Davis Advisors Reduce 5.61% 417,214 0.36
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 6.25% 15,000 0.26
Samantha McLemore - Patient Capital Management Reduce 7.24% 56,394 0.45
Steven Romick - FPA Crescent Fund Reduce 8.78% 104,627 0.27
Daniel Loeb - Third Point Reduce 10.26% 480,000 1.11
Josh Tarasoff - Greenlea Lane Capital Reduce 11.45% 62,790 2.95
Mairs & Power Growth Fund Reduce 11.75% 232,000 0.70
Triple Frond Partners Reduce 24.73% 178,035 3.22
Viking Global Investors Reduce 43.66% 3,820,344 2.13
Bill & Melinda Gates Foundation Trust Sell 100.00% 44,000 0.01
Q3  2023
Viking Global Investors Add 98.80% 4,348,680 2.25
David Tepper - Appaloosa Management Add 18.58% 587,500 1.47
Daniel Loeb - Third Point Add 14.15% 580,000 1.14
Stephen Mandel - Lone Pine Capital Add 11.63% 569,245 0.70
Chase Coleman - Tiger Global Management Add 6.49% 239,760 0.22
Torray Funds Add 1.75% 1,442 0.03
Dodge & Cox Add 0.54% 61,100 0.01
Thomas Gayner - Markel Asset Management Add 0.30% 6,100 0.01
John Armitage - Egerton Capital Buy 501,926 0.74
Bill & Melinda Gates Foundation Trust Buy 44,000 0.01
Samantha McLemore - Patient Capital Management Reduce 0.46% 3,564 0.03
David Katz - Matrix Asset Advisors Reduce 0.46% 593 0.01
Lee Ainslie - Maverick Capital Reduce 3.40% 48,807 0.15
Mairs & Power Growth Fund Reduce 3.94% 81,000 0.23
Warren Buffett - Berkshire Hathaway Reduce 5.22% 551,000 0.02
Steven Romick - FPA Crescent Fund Reduce 7.34% 94,375 0.21
Christopher Davis - Davis Advisors Reduce 9.70% 798,470 0.64
AltaRock Partners Reduce 9.92% 506,547 1.61
Polen Capital Management Reduce 11.47% 4,846,037 1.62
Hillman Value Fund Reduce 29.31% 17,000 1.07
Bill Nygren - Oakmark Select Fund Sell 100.00% 1,365,000 3.53
Seth Klarman - Baupost Group Sell 100.00% 963,946 2.27
David Rolfe - Wedgewood Partners Sell 100.00% 1,600 0.03
Q2  2023
Samantha McLemore - Patient Capital Management Add 857.39% 700,491 5.09
David Tepper - Appaloosa Management Add 58.13% 1,162,500 2.81
Wallace Weitz - Weitz Large Cap Equity Fund Add 20.00% 40,000 0.64
David Katz - Matrix Asset Advisors Add 1.05% 1,341 0.02
Thomas Gayner - Markel Asset Management Add 0.47% 9,500 0.01
Dodge & Cox Add 0.36% 41,500 0.01
Daniel Loeb - Third Point Buy 4,100,000 7.83
Seth Klarman - Baupost Group Buy 963,946 2.27
David Rolfe - Wedgewood Partners Buy 1,600 0.03
Christopher Davis - Davis Advisors Reduce 0.33% 27,158 0.02
Josh Tarasoff - Greenlea Lane Capital Reduce 1.14% 6,345 0.30
Mairs & Power Growth Fund Reduce 1.91% 40,000 0.11
Lee Ainslie - Maverick Capital Reduce 2.71% 39,990 0.11
Torray Funds Reduce 2.83% 2,393 0.05
Steven Romick - FPA Crescent Fund Reduce 4.50% 60,599 0.13
Polen Capital Management Reduce 5.88% 2,638,569 0.85
AltaRock Partners Reduce 12.93% 758,170 2.37
Glenn Greenberg - Brave Warrior Advisors Reduce 15.63% 500 0.00
Stephen Mandel - Lone Pine Capital Reduce 25.88% 1,709,767 2.04
Viking Global Investors Reduce 42.30% 3,226,907 1.73
Bill Nygren - Oakmark Select Fund Reduce 44.70% 1,103,314 2.85
Chase Coleman - Tiger Global Management Reduce 61.85% 5,989,891 6.53
Bill Miller - Miller Value Partners Sell 100.00% 694,966 4.49
Terry Smith - Fundsmith Sell 100.00% 6,777,831 3.02
Q1  2023
David Katz - Matrix Asset Advisors Add 110.05% 66,992 1.00
Hillman Value Fund Add 38.10% 16,000 0.86
David Tepper - Appaloosa Management Add 33.33% 500,000 2.79
Polen Capital Management Add 27.70% 9,734,356 2.65
Triple Frond Partners Add 24.31% 140,800 2.12
Bill Nygren - Oakmark Select Fund Add 21.23% 432,314 0.99
Dodge & Cox Add 20.51% 1,936,700 0.23
Chase Coleman - Tiger Global Management Add 12.74% 1,094,790 1.03
Mairs & Power Growth Fund Add 7.00% 137,000 0.31
Christopher Davis - Davis Advisors Add 6.12% 475,823 0.33
AltaRock Partners Add 3.91% 220,581 0.62
Bill Miller - Miller Value Partners Add 3.49% 23,426 0.15
Samantha McLemore - Patient Capital Management Add 2.51% 2,000 0.09
Thomas Gayner - Markel Asset Management Add 0.58% 11,500 0.02
Glenn Greenberg - Brave Warrior Advisors Buy 3,200 0.01
Torray Funds Reduce 0.29% 248 0.00
Warren Buffett - Berkshire Hathaway Reduce 1.08% 115,000 0.00
Lee Ainslie - Maverick Capital Reduce 15.43% 268,878 0.71
Stephen Mandel - Lone Pine Capital Reduce 31.50% 3,037,286 2.91
Viking Global Investors Reduce 38.89% 4,853,738 2.36
Valley Forge Capital Management Sell 100.00% 1,105,393 3.77
Seth Klarman - Baupost Group Sell 100.00% 990,000 1.41
Leon Cooperman Sell 100.00% 115,000 0.60
Q4  2022
David Katz - Matrix Asset Advisors Add 1035.73% 55,515 0.70
Seth Klarman - Baupost Group Add 299.19% 742,000 1.06
Chase Coleman - Tiger Global Management Add 221.08% 5,914,931 6.09
AltaRock Partners Add 71.35% 2,350,336 6.20
Dodge & Cox Add 65.64% 3,741,300 0.36
Christopher Davis - Davis Advisors Add 47.27% 2,497,320 1.43
Stephen Mandel - Lone Pine Capital Add 44.20% 2,955,699 2.37

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.