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Amazon.com, Inc.

SEC CIK
0001018724
Latest filing
Aug 6, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 6, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
6
+1 vs. Q1 2026
Portfolio value
$4.42B
+$1.79B (+68.1%) vs. Q1 2026
Filed
Aug 6, 2026
SEC
Holdings of Amazon.com, Inc. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
RIVNRivian Automotive, Inc.Stock158,363,834$2.75B62.1%00.0%UnchangedHistory
XEX-Energy, Inc.COM CL A65,836,948$1.21B27.3%+65,836,948NewHistory
BETABETA Technologies, Inc.COM SHS CL A11,753,896$196.9M4.5%00.0%UnchangedHistory
ALABAstera Labs, Inc.Stock277,777$134.2M3.0%00.0%UnchangedHistory
MRVLMarvell Technology, Inc.COM396,352$118.1M2.7%00.0%UnchangedHistory
ALGTAllegiant Travel COCOM149,317$17.6M0.4%+149,317NewHistory

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Amazon.com, Inc. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
NAUTNautilus Biotechnology, Inc.COM1,457,055$5.65M0.2%History