Bowie Capital Management’s Amazon AMZN Stock Holding History

Bowie Capital 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
2026 Q2	–	Sell	-250,000	Closed	-$52.1M	–	38
2026 Q1	$52.1M	Buy	+250,000	New	+$55M	1.92%	23
2025 Q2	–	Sell	-205,100	Closed	-$39M	–	35
2025 Q1	$39M	Buy	+205,100	New	+$44.5M	1.83%	21
2023 Q4	–	Sell	-400,000	Closed	-$50.8M	–	31
2023 Q3	$50.8M	Buy	+400,000	New	+$53.6M	4.33%	5
2023 Q1	–	Sell	-200,000	Closed	-$16.8M	–	43
2022 Q4	$16.8M	Buy	200,000 +175,000	+700%	+$17.3M	2.15%	23
2022 Q3	$2.83M	Sell	25,000 -175,000	-88%	-$22.1M	0.3%	36
2022 Q2	$21.2M	Buy	+200,000	New	+$25M	2.97%	18
2021 Q4	–	Sell	-34,000	Closed	-$5.58M	–	35
2021 Q3	$5.58M	Buy	+34,000	New	+$5.86M	0.6%	32
2021 Q2	–	Sell	-140,000	Closed	-$21.7M	–	40
2021 Q1	$21.7M	Buy	+140,000	New	+$22.2M	2.93%	18

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 $3.38T AUM 44.17% 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

Bowie Capital Management's AMZN Position: Q2 2026 in Review

Bowie Capital Management reduced its Amazon (AMZN) stake by 50% in Q2 2026, selling an estimated $56.6M and leaving 222,864 shares worth $53.1M. The position accounts for 2.26% of the portfolio, ranked #21.

Bowie Capital Management first reported a position in AMZN in Q3 2020 and has held it in 24 quarters since. The position peaked at $122M in Q1 2025. 6,169 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Bowie Capital Management held 222,864 shares of Amazon worth $53.1M as of Q2 2026.
Bowie Capital Management sold 225,689 Amazon shares in Q2 2026, an estimated $56.6M.
Amazon made up 2.26% of Bowie Capital Management's portfolio in Q2 2026, its #21 holding.
Bowie Capital Management first reported a position in Amazon in Q3 2020 and has held it in 24 quarters since.
Bowie Capital Management's Amazon position peaked at $122M in Q1 2025.
6,169 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.