Skip to main content

Amazon.com, Inc.

SEC CIK
0001018724
Latest filing
Aug 6, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
6
−1 vs. Q3 2025
Portfolio value
$3.52B
+$1.06B (+42.9%) vs. Q3 2025
Filed
Feb 10, 2026
SEC
Holdings of Amazon.com, Inc. in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RIVNRivian Automotive, Inc.Stock158,363,834$3.12B88.6%00.0%UnchangedHistory
BETABETA Technologies, Inc.COM SHS CL A11,753,896$331.6M9.4%+11,753,896NewHistory
ALABAstera Labs, Inc.Stock277,777$46.2M1.3%00.0%UnchangedHistory
MRVLMarvell Technology, Inc.COM225,428$19.2M0.5%00.0%UnchangedHistory
NAUTNautilus Biotechnology, Inc.COM1,457,055$2.84M0.1%00.0%UnchangedHistory
IONQIonQ, Inc.COM6,671$299.3K<0.1%+6,671NewHistory

Sold out since Q3 2025 (3)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Amazon.com, Inc. sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
VITLVital Farms, Inc.COM1,529,230$62.9M2.6%History
SMRTSmartRent, Inc.COM CL A626,893$883.9K<0.1%History
OWLTOwlet, Inc.CL A NEW35,252$298.6K<0.1%History