Baupost Group’s Amazon AMZN Stock Holding History

Baupost Group’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
2026 Q2	$892M	Buy	3,743,854 +625,100	+20%	+$157M	16.48%	1
2026 Q1	$650M	Buy	3,118,754 +997,363	+47%	+$220M	12.7%	1
2025 Q4	$490M	Buy	+2,121,391	New	+$485M	9.28%	2
2023 Q3	–	Sell	-963,946	Closed	-$126M	–	33
2023 Q2	$126M	Buy	+963,946	New	+$110M	2.24%	14
2023 Q1	–	Sell	-990,000	Closed	-$83.2M	–	31
2022 Q4	$83.2M	Buy	990,000 +742,000	+299%	+$73.3M	1.36%	19
2022 Q3	$28M	Sell	248,000 -350,000	-59%	-$44.2M	0.48%	27
2022 Q2	$63.5M	Buy	+598,000	New	+$74.8M	0.94%	22

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baupost Group's AMZN Position: Q2 2026 in Review

Baupost Group increased its Amazon (AMZN) stake by 20% in Q2 2026, buying an estimated $157M and bringing the position to 3,743,854 shares worth $892M. The position accounts for 16.48% of the portfolio, ranked #1.

Baupost Group first reported a position in AMZN in Q2 2022 and has held it in 7 quarters since. 6,148 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Baupost Group held 3,743,854 shares of Amazon worth $892M as of Q2 2026.
Baupost Group bought 625,100 Amazon shares in Q2 2026, an estimated $157M.
Amazon made up 16.48% of Baupost Group's portfolio in Q2 2026, its #1 holding.
Baupost Group first reported a position in Amazon in Q2 2022 and has held it in 7 quarters since.
6,148 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Baupost Group's 13F filing for Q2 2026, filed 13 Aug 2026.