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
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
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
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 Value 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
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
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
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
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
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 Value 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
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
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

* "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.