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Amazon.com, Inc.

SEC CIK
0001018724
Latest filing
Aug 6, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 5, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
9
0 vs. Q1 2025
Portfolio value
$2.43B
+$11.5M (+0.5%) vs. Q1 2025
Filed
Aug 5, 2025
SEC
Holdings of Amazon.com, Inc. in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RIVNRivian Automotive, Inc.Stock158,363,834$2.18B89.4%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock822,234$116.7M4.8%00.0%UnchangedHistory
VITLVital Farms, Inc.COM1,529,230$58.9M2.4%00.0%UnchangedHistory
IONQIonQ, Inc.COM854,207$36.7M1.5%+854,207NewHistory
ALABAstera Labs, Inc.Stock277,777$25.1M1.0%00.0%UnchangedHistory
MRVLMarvell Technology, Inc.COM225,428$17.4M0.7%00.0%UnchangedHistory
NAUTNautilus Biotechnology, Inc.COM1,457,055$1.06M<0.1%00.0%UnchangedHistory
SMRTSmartRent, Inc.COM CL A626,893$620.6K<0.1%00.0%UnchangedHistory
OWLTOwlet, Inc.CL A NEW35,252$296.1K<0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (1)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Amazon.com, Inc. sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
ATSGAir Transport Services Group, Inc.COM12,741,445$285.9M11.8%History