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
Q1  2023
Stephen Mandel - Lone Pine Capital Reduce 31.50% 3,037,286 2.91
Lee Ainslie - Maverick Capital Reduce 15.43% 268,878 0.71
Warren Buffett - Berkshire Hathaway Reduce 1.08% 115,000 0.00
Torray Funds Reduce 0.29% 248 0.00
Leon Cooperman Sell 100.00% 115,000 0.60
Seth Klarman - Baupost Group Sell 100.00% 990,000 1.41
Valley Forge Capital Management Sell 100.00% 1,105,393 3.77
Q4  2022
Thomas Gayner - Markel Group Add 0.73% 14,500 0.02
Torray Funds Add 2.74% 2,268 0.03
Lee Ainslie - Maverick Capital Add 3.02% 51,026 0.10
David Tepper - Appaloosa Management Add 3.45% 50,000 0.31
Mairs & Power Growth Fund Add 13.18% 228,000 0.44
Triple Frond Partners Add 23.54% 110,360 1.53
Viking Global Investors Add 34.40% 3,195,002 1.35
Bill Nygren - Oakmark Select Fund Add 40.41% 586,000 1.21
Stephen Mandel - Lone Pine Capital Add 44.20% 2,955,699 2.37
Christopher Davis - Davis Advisors Add 47.27% 2,497,320 1.43
Dodge & Cox Add 65.64% 3,741,300 0.36
AltaRock Partners Add 71.35% 2,350,336 6.20
Chase Coleman - Tiger Global Management Add 221.08% 5,914,931 6.09
Seth Klarman - Baupost Group Add 299.19% 742,000 1.06
David Katz - Matrix Asset Advisors Add 1035.73% 55,515 0.70
Valley Forge Capital Management Reduce 32.36% 528,907 1.80
Polen Capital Management Reduce 5.61% 2,089,456 0.51
Bill Miller - Miller Value Partners Reduce 3.37% 23,434 0.13
Josh Tarasoff - Greenlea Lane Capital Reduce 3.34% 19,160 0.77
Terry Smith - Fundsmith Reduce 0.10% 6,491 0.00
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,900 0.01
John Armitage - Egerton Capital Sell 100.00% 2,787,947 2.45
Q3  2022
Terry Smith - Fundsmith Add 0.08% 5,302 0.00
Thomas Gayner - Markel Group Add 0.10% 2,000 0.00
Bill Miller - Miller Value Partners Add 0.88% 6,043 0.04
Christopher Davis - Davis Advisors Add 1.48% 77,013 0.06
Chase Coleman - Tiger Global Management Add 2.36% 61,650 0.06
Josh Tarasoff - Greenlea Lane Capital Add 6.13% 33,115 1.36
Torray Funds Add 7.42% 5,709 0.13
AltaRock Partners Add 7.49% 229,614 0.85
Samantha McLemore - Patient Capital Management Add 9.33% 6,800 0.39
Bill Nygren - Oakmark Select Fund Add 11.54% 150,000 0.42
Viking Global Investors Add 14.58% 1,182,054 0.62
Dodge & Cox Buy 5,700,000 0.90
Leon Cooperman Buy 115,000 0.91
John Armitage - Egerton Capital Buy 2,787,947 2.45
Seth Klarman - Baupost Group Reduce 58.53% 350,000 0.71
Stephen Mandel - Lone Pine Capital Reduce 25.52% 2,290,627 2.44
Lee Ainslie - Maverick Capital Reduce 13.85% 272,033 0.69
Mairs & Power Growth Fund Reduce 13.24% 264,000 0.71
Triple Frond Partners Reduce 11.21% 59,184 1.18
Steven Romick - FPA Crescent Fund Reduce 5.35% 76,127 0.17
David Tepper - Appaloosa Management Reduce 3.33% 50,000 0.42
Polen Capital Management Reduce 0.86% 322,748 0.10
Q2  2022
Terry Smith - Fundsmith Add 0.02% 1,060 0.00
Torray Funds Add 0.62% 471 0.01
Stephen Mandel - Lone Pine Capital Add 0.69% 61,565 0.06
David Katz - Matrix Asset Advisors Add 1.13% 60 0.00
Mairs & Power Growth Fund Add 4.62% 88,000 0.21
Samantha McLemore - Patient Capital Management Add 6.11% 4,200 0.22
Lee Ainslie - Maverick Capital Add 12.81% 223,069 0.59
Wallace Weitz - Weitz Large Cap Equity Fund Add 17.65% 30,000 0.41
AltaRock Partners Add 20.41% 519,500 1.70
Triple Frond Partners Add 27.12% 112,620 1.83
Polen Capital Management Add 30.23% 8,718,765 2.44
Josh Tarasoff - Greenlea Lane Capital Add 30.68% 126,895 5.37
Steven Romick - FPA Crescent Fund Add 31.02% 336,740 0.63
Glenn Greenberg - Brave Warrior Advisors Add 35.71% 500 0.00
Seth Klarman - Baupost Group Buy 598,000 0.97
Bill Nygren - Oakmark Select Fund Buy 1,300,000 3.30
David Tepper - Appaloosa Management Reduce 11.76% 200,000 1.33
Chase Coleman - Tiger Global Management Reduce 11.54% 341,060 0.30
Bill Miller - Miller Value Partners Reduce 8.00% 59,869 0.36
Viking Global Investors Reduce 4.16% 352,158 0.17
Christopher Davis - Davis Advisors Reduce 2.96% 158,737 0.11
Daniel Loeb - Third Point Sell 100.00% 350,000 0.74
Leon Cooperman Sell 100.00% 200,000 1.72
John Armitage - Egerton Capital Sell 100.00% 7,398,400 6.35
Q1  2022
Thomas Gayner - Markel Group Add 0.56% 11,000 0.02
David Katz - Matrix Asset Advisors Add 1.15% 60 0.00
Mairs & Power Growth Fund Add 2.14% 40,000 0.12
David Tepper - Appaloosa Management Add 21.43% 300,000 1.96
John Armitage - Egerton Capital Add 32.16% 1,800,160 1.55
Viking Global Investors Add 52.00% 2,893,080 1.91
Josh Tarasoff - Greenlea Lane Capital Add 108.56% 215,320 9.78
Samantha McLemore - Patient Capital Management Add 186.25% 44,700 2.88
Steven Romick - FPA Crescent Fund Add 258.60% 782,840 1.91
AltaRock Partners Buy 2,544,920 10.58
Daniel Loeb - Third Point Reduce 92.55% 4,350,000 9.20
Chase Coleman - Tiger Global Management Reduce 58.18% 4,110,980 2.52
Stephen Mandel - Lone Pine Capital Reduce 27.79% 3,430,460 3.33
Terry Smith - Fundsmith Reduce 20.34% 1,730,560 0.97
Lee Ainslie - Maverick Capital Reduce 6.36% 118,260 0.35
Christopher Davis - Davis Advisors Reduce 3.22% 178,620 0.15
Polen Capital Management Reduce 2.12% 625,100 0.20
Bill Miller - Miller Value Partners Reduce 1.88% 14,380 0.09
Torray Funds Reduce 0.29% 220 0.01
Francois Rochon - Giverny Capital Sell 100.00% 15,160 0.13
Q4  2021
Torray Funds Add 0.74% 560 0.01
Valley Forge Capital Management Add 0.99% 16,000 0.10
David Katz - Matrix Asset Advisors Add 3.97% 200 0.00
Mairs & Power Growth Fund Add 4.48% 80,000 0.23
Josh Tarasoff - Greenlea Lane Capital Add 5.09% 9,600 0.52

* "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.