Amazon.com Inc. (AMZN)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:23
Ownership rank:5
% of all portfolios:1.972%
Hold Price * :$180.38
History Portfolio Manager Activity Share change % change to portfolio
Q4  2021
Viking Global Investors Add 37.11% 1,505,820 0.73
Steven Romick - FPA Crescent Fund Buy 302,720 0.69
Lee Ainslie - Maverick Capital Add 21.29% 326,300 0.66
Josh Tarasoff - Greenlea Lane Capital Add 5.09% 9,600 0.52
Terry Smith - Fundsmith Add 15.65% 1,151,300 0.47
Triple Frond Partners Reduce 4.99% 21,800 0.41
Mairs & Power Growth Fund Add 4.48% 80,000 0.23
Bill Miller - Miller Value Partners Add 5.25% 38,100 0.22
Valley Forge Capital Management Add 0.99% 16,000 0.10
Christopher Davis - Davis Advisors Reduce 0.64% 35,900 0.03
Francois Rochon - Giverny Capital Add 7.82% 1,100 0.01
Torray Funds Add 0.74% 560 0.01
David Katz - Matrix Asset Advisors Add 3.97% 200 0.00
Q3  2021
Triple Frond Partners Buy 437,140 7.83
David Tepper - Appaloosa Management Reduce 44.00% 1,100,000 4.31
John Armitage - Egerton Capital Reduce 63.19% 4,647,980 3.62
Terry Smith - Fundsmith Buy 7,357,220 3.34
Polen Capital Management Add 65.44% 9,120,480 2.75
Viking Global Investors Reduce 57.21% 5,426,180 2.47
Stephen Mandel - Lone Pine Capital Reduce 25.50% 2,472,580 1.37
Mairs & Power Growth Fund Add 27.03% 380,000 1.15
Christopher Davis - Davis Advisors Reduce 15.02% 986,120 0.75
Daniel Loeb - Third Point Add 27.59% 800,000 0.72
Bill Miller - Miller Value Partners Reduce 9.59% 76,940 0.43
Lee Ainslie - Maverick Capital Add 14.60% 195,320 0.35
Valley Forge Capital Management Add 2.79% 44,000 0.29
Francois Rochon - Giverny Capital Add 50.86% 4,740 0.05
Torray Funds Reduce 0.65% 500 0.01
Glenn Greenberg - Brave Warrior Advisors Add 1.45% 20 0.00
Q2  2021
Valley Forge Capital Management Add 4173.34% 1,537,460 10.27
David Tepper - Appaloosa Management Reduce 32.80% 1,220,000 4.34
Viking Global Investors Add 161.90% 5,863,000 3.06
Josh Tarasoff - Greenlea Lane Capital Add 32.02% 45,780 2.36
Mairs & Power Growth Fund Add 36.77% 378,000 1.19
John Armitage - Egerton Capital Add 23.40% 1,395,040 1.19
Hillman Value Fund Add 31.25% 10,000 0.88
Lee Ainslie - Maverick Capital Reduce 24.35% 430,640 0.70
Daniel Loeb - Third Point Add 27.19% 620,000 0.62
Polen Capital Management Add 7.95% 1,026,940 0.34
Chase Coleman - Tiger Global Management Reduce 7.38% 904,500 0.29
Bill Miller - Miller Value Partners Add 2.67% 20,820 0.09
Christopher Davis - Davis Advisors Add 2.01% 129,180 0.09
Stephen Mandel - Lone Pine Capital Add 0.62% 59,940 0.03
Torray Funds Reduce 0.65% 500 0.01
Francois Rochon - Giverny Capital Reduce 4.90% 480 0.01
Thomas Gayner - Markel Group Add 0.08% 1,520 0.00
Q1  2021
Polen Capital Management Buy 12,910,720 4.49
Hillman Value Fund Buy 32,000 2.94
Stephen Mandel - Lone Pine Capital Add 87.36% 4,492,360 2.52
Lee Ainslie - Maverick Capital Add 70.48% 731,020 1.06
John Armitage - Egerton Capital Add 22.70% 1,102,900 0.90
Mairs & Power Growth Fund Add 37.07% 278,000 0.85
Daniel Loeb - Third Point Reduce 21.38% 620,000 0.65
David Tepper - Appaloosa Management Reduce 5.92% 234,000 0.52
Bill & Melinda Gates Foundation Trust Sell 100.00% 604,600 0.44
Leon Cooperman Reduce 13.04% 30,000 0.29
Josh Tarasoff - Greenlea Lane Capital Reduce 2.63% 3,860 0.25
Christopher Davis - Davis Advisors Reduce 4.05% 271,540 0.18
Viking Global Investors Reduce 9.68% 388,080 0.18
Valley Forge Capital Management Add 84.20% 16,840 0.12
Chris Hohn - TCI Fund Management Sell 100.00% 56,000 0.03
Bill Miller - Miller Value Partners Reduce 0.69% 5,420 0.02
Torray Funds Reduce 0.36% 280 0.01
Francois Rochon - Giverny Capital Add 5.15% 480 0.00
Q4  2020
David Tepper - Appaloosa Management Add 39.72% 1,124,000 2.74
Mairs & Power Growth Fund Buy 750,000 2.53
Josh Tarasoff - Greenlea Lane Capital Reduce 17.89% 31,980 1.95
Daniel Loeb - Third Point Reduce 29.27% 1,200,000 1.51
Bill Miller - Miller Value Partners Reduce 19.96% 196,200 1.07
Lee Ainslie - Maverick Capital Reduce 28.07% 404,780 1.05
Stephen Mandel - Lone Pine Capital Reduce 23.77% 1,603,640 0.95
Viking Global Investors Reduce 26.37% 1,436,020 0.64
Bill & Melinda Gates Foundation Trust Reduce 50.00% 604,600 0.44
John Armitage - Egerton Capital Add 7.50% 339,080 0.31
Christopher Davis - Davis Advisors Reduce 5.60% 398,080 0.31
Torray Funds Reduce 3.75% 3,020 0.08
Chase Coleman - Tiger Global Management Add 1.37% 165,900 0.07
Francois Rochon - Giverny Capital Reduce 9.86% 1,020 0.01
David Katz - Matrix Asset Advisors Add 0.40% 20 0.00
Q3  2020
Hillman Value Fund Sell 100.00% 32,000 4.76
David Tepper - Appaloosa Management Reduce 37.11% 1,670,000 4.65
John Armitage - Egerton Capital Reduce 47.41% 4,074,120 3.97
Viking Global Investors Reduce 55.58% 6,812,280 3.88
Ruane Cunniff - Sequoia Fund Sell 100.00% 827,420 3.21
Christopher Davis - Davis Advisors Reduce 32.84% 3,474,260 3.04
Stephen Mandel - Lone Pine Capital Reduce 26.28% 2,404,660 1.63
Josh Tarasoff - Greenlea Lane Capital Reduce 12.28% 25,040 1.52
Lee Ainslie - Maverick Capital Reduce 22.39% 415,920 1.22
Bill Miller - Miller Value Partners Reduce 3.75% 38,280 0.24
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.56% 10,000 0.20
Daniel Loeb - Third Point Reduce 2.38% 100,000 0.16
Chase Coleman - Tiger Global Management Add 1.98% 235,400 0.10
Torray Funds Reduce 2.94% 2,440 0.07
David Katz - Matrix Asset Advisors Add 30.05% 1,160 0.03
Chris Hohn - TCI Fund Management Reduce 50.88% 58,000 0.03
Francois Rochon - Giverny Capital Add 12.64% 1,160 0.02
Glenn Greenberg - Brave Warrior Advisors Buy 1,380 0.01
Q2  2020
Josh Tarasoff - Greenlea Lane Capital Reduce 27.33% 76,660 5.05
Lee Ainslie - Maverick Capital Add 155.87% 1,131,800 3.28
Viking Global Investors Reduce 30.36% 5,344,140 3.19

* "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.