STOCK

AMZN AMAZON COM INC

Held by 45 of 74 curated managers · 6,261 total holders in our 13F universe.

SMART MONEY HOLDERS · from our curated set

Top managers holding AMZN

  1. Third Point LLC Value contrarian. Broad portfolio. Activist leverage.
    Thematic
    19.4% of portfolio
  2. Pershing Square Capital Management, L.P. Ackman — concentrated activist conviction.
    Name to know Mega
    17.4% of portfolio
  3. Appaloosa LP Tepper distressed-value.
    Thematic Mega
    15.2% of portfolio
  4. BIT Capital GmbH Tech-heavy positioning with outsized Amazon bet.
    Editorial pick
    14.1% of portfolio
  5. Baupost Group LLC Value, Klarman style.
    Thematic Mega
    13.9% of portfolio
  6. Tiger Global Management LLC Growth tech.
    Thematic Mega
    9.1% of portfolio
  7. Coatue Management LLC Growth crossover.
    Thematic Mega
    5.7% of portfolio
  8. Hummer Financial Advisory Services Inc Large-cap core with outsized alpha generation.
    Top performer
    5.0% of portfolio
  9. Somerset Group LLC Logistics-focused generalist. Sixty-five percent annual outperformance.
    Top performer
    4.6% of portfolio
  10. Knightsbridge Asset Management, LLC Semiconductor concentration. Twenty-four percent alpha.
    Top performer
    4.5% of portfolio
EDITORIAL BRIEF · refreshed Jun 11, 2026

Why is AMZN in 45 of 74 curated portfolios?

Why is AMZN in 45 of our 74 curated portfolios?

Curated Manager Conviction

The breadth of conviction here is unusual. Third Point LLC holds AMZN at 19.4% of their portfolio — a value-contrarian posture that signals activist-style patience rather than momentum chasing. Pershing Square's Bill Ackman sits at 17.4%, consistent with his concentrated, high-conviction approach. David Tepper's Appaloosa LP at 15.2% adds a distressed-value lens, suggesting the position is sized on fundamental undervaluation rather than growth enthusiasm alone. BIT Capital GmbH at 14.1% and Seth Klarman's Baupost Group at 13.9% round out the top tier, with Baupost's presence particularly notable given its historically conservative entry thresholds. Tiger Global (9.1%) and Coatue (5.7%) represent the growth-crossover side. Across these…

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