Amazon.com Inc. (AMZN)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:24
Ownership rank:4
% of all portfolios:1.904%
Hold Price * :$156.52
History Portfolio Manager Activity Share change % change to portfolio
Q4  2022
Bill Nygren - Oakmark Select Fund Add 40.41% 586,000 1.21
Viking Global Investors Add 34.40% 3,195,002 1.35
Triple Frond Partners Add 23.54% 110,360 1.53
Mairs & Power Growth Fund Add 13.18% 228,000 0.44
David Tepper - Appaloosa Management Add 3.45% 50,000 0.31
Lee Ainslie - Maverick Capital Add 3.02% 51,026 0.10
Torray Funds Add 2.74% 2,268 0.03
Thomas Gayner - Markel Asset Management Add 0.73% 14,500 0.02
Terry Smith - Fundsmith Reduce 0.10% 6,491 0.00
Josh Tarasoff - Greenlea Lane Capital Reduce 3.34% 19,160 0.77
Bill Miller - Miller Value Partners Reduce 3.37% 23,434 0.13
Polen Capital Management Reduce 5.61% 2,089,456 0.51
Valley Forge Capital Management Reduce 32.36% 528,907 1.80
John Armitage - Egerton Capital Sell 100.00% 2,787,947 2.45
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,900 0.01
Q3  2022
Viking Global Investors Add 14.58% 1,182,054 0.62
Bill Nygren - Oakmark Select Fund Add 11.54% 150,000 0.42
Samantha McLemore - Patient Capital Management Add 9.33% 6,800 0.39
AltaRock Partners Add 7.49% 229,614 0.85
Torray Funds Add 7.42% 5,709 0.13
Josh Tarasoff - Greenlea Lane Capital Add 6.13% 33,115 1.36
Chase Coleman - Tiger Global Management Add 2.36% 61,650 0.06
Christopher Davis - Davis Advisors Add 1.48% 77,013 0.06
Bill Miller - Miller Value Partners Add 0.88% 6,043 0.04
Thomas Gayner - Markel Asset Management Add 0.10% 2,000 0.00
Terry Smith - Fundsmith Add 0.08% 5,302 0.00
John Armitage - Egerton Capital Buy 2,787,947 2.45
Leon Cooperman Buy 115,000 0.91
Dodge & Cox Buy 5,700,000 0.90
Polen Capital Management Reduce 0.86% 322,748 0.10
David Tepper - Appaloosa Management Reduce 3.33% 50,000 0.42
Steven Romick - FPA Crescent Fund Reduce 5.35% 76,127 0.17
Triple Frond Partners Reduce 11.21% 59,184 1.18
Mairs & Power Growth Fund Reduce 13.24% 264,000 0.71
Lee Ainslie - Maverick Capital Reduce 13.85% 272,033 0.69
Stephen Mandel - Lone Pine Capital Reduce 25.52% 2,290,627 2.44
Seth Klarman - Baupost Group Reduce 58.53% 350,000 0.71
Q2  2022
Glenn Greenberg - Brave Warrior Advisors Add 35.71% 500 0.00
Steven Romick - FPA Crescent Fund Add 31.02% 336,740 0.63
Josh Tarasoff - Greenlea Lane Capital Add 30.68% 126,895 5.37
Polen Capital Management Add 30.23% 8,718,765 2.44
Triple Frond Partners Add 27.12% 112,620 1.83
AltaRock Partners Add 20.41% 519,500 1.70
Wallace Weitz - Weitz Large Cap Equity Fund Add 17.65% 30,000 0.41
Lee Ainslie - Maverick Capital Add 12.81% 223,069 0.59
Samantha McLemore - Patient Capital Management Add 6.11% 4,200 0.22
Mairs & Power Growth Fund Add 4.62% 88,000 0.21
David Katz - Matrix Asset Advisors Add 1.13% 60 0.00
Stephen Mandel - Lone Pine Capital Add 0.69% 61,565 0.06
Torray Funds Add 0.62% 471 0.01
Terry Smith - Fundsmith Add 0.02% 1,060 0.00
Bill Nygren - Oakmark Select Fund Buy 1,300,000 3.30
Seth Klarman - Baupost Group Buy 598,000 0.97
Christopher Davis - Davis Advisors Reduce 2.96% 158,737 0.11
Viking Global Investors Reduce 4.16% 352,158 0.17
Bill Miller - Miller Value Partners Reduce 8.00% 59,869 0.36
Chase Coleman - Tiger Global Management Reduce 11.54% 341,060 0.30
David Tepper - Appaloosa Management Reduce 11.76% 200,000 1.33
John Armitage - Egerton Capital Sell 100.00% 7,398,400 6.35
Leon Cooperman Sell 100.00% 200,000 1.72
Daniel Loeb - Third Point Sell 100.00% 350,000 0.74
Q1  2022
Steven Romick - FPA Crescent Fund Add 258.60% 782,840 1.91
Samantha McLemore - Patient Capital Management Add 186.25% 44,700 2.88
Josh Tarasoff - Greenlea Lane Capital Add 108.56% 215,320 9.78
Viking Global Investors Add 52.00% 2,893,080 1.91
John Armitage - Egerton Capital Add 32.16% 1,800,160 1.55
David Tepper - Appaloosa Management Add 21.43% 300,000 1.96
Mairs & Power Growth Fund Add 2.14% 40,000 0.12
David Katz - Matrix Asset Advisors Add 1.15% 60 0.00
Thomas Gayner - Markel Asset Management Add 0.56% 11,000 0.02
AltaRock Partners Buy 2,544,920 10.58
Torray Funds Reduce 0.29% 220 0.01
Bill Miller - Miller Value Partners Reduce 1.88% 14,380 0.09
Polen Capital Management Reduce 2.12% 625,100 0.20
Christopher Davis - Davis Advisors Reduce 3.22% 178,620 0.15
Lee Ainslie - Maverick Capital Reduce 6.36% 118,260 0.35
Terry Smith - Fundsmith Reduce 20.34% 1,730,560 0.97
Stephen Mandel - Lone Pine Capital Reduce 27.79% 3,430,460 3.33
Chase Coleman - Tiger Global Management Reduce 58.18% 4,110,980 2.52
Daniel Loeb - Third Point Reduce 92.55% 4,350,000 9.20
Francois Rochon - Giverny Capital Sell 100.00% 15,160 0.13
Q4  2021
John Armitage - Egerton Capital Add 106.74% 2,890,340 2.25
Stephen Mandel - Lone Pine Capital Add 70.95% 5,124,180 3.50
Viking Global Investors Add 37.11% 1,505,820 0.73
Polen Capital Management Add 27.79% 6,408,800 1.79
Daniel Loeb - Third Point Add 27.03% 1,000,000 1.16
Lee Ainslie - Maverick Capital Add 21.29% 326,300 0.66
Terry Smith - Fundsmith Add 15.65% 1,151,300 0.47
Francois Rochon - Giverny Capital Add 7.82% 1,100 0.01
Bill Miller - Miller Value Partners Add 5.25% 38,100 0.22
Josh Tarasoff - Greenlea Lane Capital Add 5.09% 9,600 0.52
Mairs & Power Growth Fund Add 4.48% 80,000 0.23
David Katz - Matrix Asset Advisors Add 3.97% 200 0.00
Valley Forge Capital Management Add 0.99% 16,000 0.10
Torray Funds Add 0.74% 560 0.01
Steven Romick - FPA Crescent Fund Buy 302,720 0.69
Christopher Davis - Davis Advisors Reduce 0.64% 35,900 0.03
Triple Frond Partners Reduce 4.99% 21,800 0.41
Chase Coleman - Tiger Global Management Reduce 37.79% 4,291,560 1.55
Q3  2021
Polen Capital Management Add 65.44% 9,120,480 2.75

* "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.