DCP
AMZN icon

Darsana Capital Partners’s Amazon AMZN Stock Holding History

Darsana Capital Partners’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 		$596M Buy
+2,500,000
New +$628M 2.68% 2
2021
Q4 		– Sell
-600,000
Closed -$98.6M – 14
2021
Q3 		$98.6M Hold
600,000
– – 3.25% 13
2021
Q2 		$103M Buy
+600,000
New +$99.7M 2.94% 15

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Darsana Capital Partners's AMZN Position: Q2 2026 in Review

Darsana Capital Partners opened a new position in Amazon (AMZN) in Q2 2026: 2,500,000 shares worth $596M. The stake represents 2.68% of the portfolio and ranks #2 among its holdings. This is a return to the name: Darsana Capital Partners previously reported a position in AMZN as recently as Q3 2021.

Darsana Capital Partners first reported a position in AMZN in Q2 2021 and has held it in 3 quarters since. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Darsana Capital Partners held 2,500,000 shares of Amazon worth $596M as of Q2 2026.
  • Amazon was a new Darsana Capital Partners position in Q2 2026.
  • Amazon made up 2.68% of Darsana Capital Partners's portfolio in Q2 2026, its #2 holding.
  • Darsana Capital Partners first reported a position in Amazon in Q2 2021 and has held it in 3 quarters since.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Darsana Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.