AM
AMZN icon

Atreides Management’s Amazon AMZN Stock Holding History

Atreides Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-650,000
Closed -$69M – 42
2022
Q2 		$69M Buy
+650,000
New +$81.3M 2.57% 18
2021
Q3 		– Sell
-460,000
Closed -$79.1M – 43
2021
Q2 		$79.1M Buy
+460,000
New +$76.5M 1.41% 23

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atreides Management's AMZN Position: Q1 2026 in Review

Atreides Management increased its Amazon (AMZN) stake by 39% in Q1 2026, buying an estimated $58.5M and bringing the position to 953,560 shares worth $199M. The position accounts for 3.97% of the portfolio, ranked #7.

Atreides Management first reported a position in AMZN in Q1 2020 and has held it in 21 quarters since. The position peaked at $325M in Q4 2021. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Atreides Management held 953,560 shares of Amazon worth $199M as of Q1 2026.
  • Atreides Management bought 265,761 Amazon shares in Q1 2026, an estimated $58.5M.
  • Amazon made up 3.97% of Atreides Management's portfolio in Q1 2026, its #7 holding.
  • Atreides Management first reported a position in Amazon in Q1 2020 and has held it in 21 quarters since.
  • Atreides Management's Amazon position peaked at $325M in Q4 2021.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Atreides Management's 13F filing for Q1 2026, filed 18 May 2026.