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Amazon.com, Inc.

SEC CIK
0001018724
Latest filing
Aug 6, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 6, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
9
0 vs. Q4 2024
Portfolio value
$2.42B
−$279.2M (−10.3%) vs. Q4 2024
Filed
May 6, 2025
SEC
Holdings of Amazon.com, Inc. in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RIVNRivian Automotive, Inc.Stock158,363,834$1.97B81.4%00.0%UnchangedHistory
ATSGAir Transport Services Group, Inc.COM12,741,445$285.9M11.8%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock822,234$84.5M3.5%+822,234NewHistory
VITLVital Farms, Inc.COM1,529,230$46.6M1.9%00.0%UnchangedHistory
ALABAstera Labs, Inc.Stock277,777$16.6M0.7%00.0%UnchangedHistory
MRVLMarvell Technology, Inc.COM225,428$13.9M0.6%00.0%UnchangedHistory
NAUTNautilus Biotechnology, Inc.COM1,457,055$1.25M0.1%00.0%UnchangedHistory
SMRTSmartRent, Inc.COM CL A626,893$758.5K<0.1%00.0%UnchangedHistory
OWLTOwlet, Inc.CL A NEW35,252$129.7K<0.1%00.0%UnchangedHistory

Sold out since Q4 2024 (1)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Amazon.com, Inc. sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
TWLOTwilio IncCL A1,768,346$191.1M7.1%History