AMZN
Amazon.com Inc
Conviction
43.7%
largest manager weight — the forward-looking number on this page
Consensus
21
independent managers holding
3 months
+3.5%
total return
6 months
+2.4%
total return
12 months
+10.4%
total return
36 months
+84.9%
total return
Who holds it
What a manager did last quarter carries more information than what they hold.
| Manager | % of their book | Last quarter |
|---|---|---|
Skye Global Management LP 44 positions · 82.9% in top 10 | 43.7% | HOLD |
ALTAROCK PARTNERS LP 8 positions · 100.0% in top 10 | 38.2% | HOLD |
40 North Management LLC 11 positions · 100.0% in top 10 | 21.7% | HOLD |
Pershing Square Capital Management, L.P. 11 positions · 99.9% in top 10 | 17.4% | HOLD |
Voyager Global Management LP 8 positions · 100.0% in top 10 | 15.4% | ADD |
Foxhaven Asset Management, LP 14 positions · 88.4% in top 10 | 13.1% | TRIM |
Stockbridge Partners LLC 16 positions · 89.7% in top 10 | 12.5% | ADD |
Consulta Ltd 13 positions · 88.4% in top 10 | 12.2% | HOLD |
Avala Global LP 22 positions · 70.8% in top 10 | 11.8% | ADD |
Strategy Capital LLC 11 positions · 97.1% in top 10 | 11.8% | HOLD |
PARK PRESIDIO CAPITAL LLC 13 positions · 88.7% in top 10 | 10.6% | HOLD |
Theleme Partners LLP 9 positions · 100.0% in top 10 | 10.2% | HOLD |
GENERATION INVESTMENT MANAGEMENT LLP 29 positions · 72.7% in top 10 | 10.1% | ADD |
Greenbrier Partners Capital Management, LLC 11 positions · 99.1% in top 10 | 10.0% | HOLD |
LOCUST WOOD CAPITAL ADVISERS, LLC 27 positions · 57.4% in top 10 | 9.1% | ADD |
Teewinot Capital Advisers, L.L.C. 33 positions · 68.5% in top 10 | 8.9% | ADD |
Newlands Management Operations LLC 16 positions · 97.2% in top 10 | 8.9% | HOLD |
WINDACRE PARTNERSHIP LLC 11 positions · 94.9% in top 10 | 8.8% | HOLD |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 21 positions · 70.3% in top 10 | 8.7% | HOLD |
Optimus Prime Fund Management Co., Ltd. 27 positions · 84.0% in top 10 | 8.4% | ADD |
FISHMAN JAY A LTD/MI 76 positions · 68.8% in top 10 | 7.8% | HOLD |
Signals
13D/13G stakes, insider transactions, material filings and news — newest first, never ranked by our idea of what matters. Every row links to the filing that produced it.
No signals yet.
The 13D/13G, Form 4 and news feeds aren’t ingested yet. This is genuinely empty, not broken — and it will stay empty rather than show you anything we can’t link to a filing.