Davidson Kahn Capital Management’s Amazon AMZN Stock Holding History

Davidson Kahn 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	$11.5M	Buy	48,358 +1,886	+4%	+$473K	4.95%	6
2026 Q1	$9.68M	Sell	46,472 -1,597	-3%	-$352K	5.16%	6
2025 Q4	$11.1M	Buy	48,069 +1,493	+3%	+$342K	5.77%	5
2025 Q3	$10.2M	Buy	46,576 +104	+0.2%	+$23.5K	5.7%	5
2025 Q2	$10.2M	Buy	46,472 +907	+2%	+$179K	6.54%	4
2025 Q1	$8.67M	Buy	45,565 +21,857	+92%	+$4.74M	6.67%	3
2024 Q4	$5.2M	Buy	+23,708	New	+$4.85M	4.79%	5

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davidson Kahn Capital Management's AMZN Position: Q2 2026 in Review

Davidson Kahn Capital Management increased its Amazon (AMZN) stake by 4.1% in Q2 2026, buying an estimated $473K and bringing the position to 48,358 shares worth $11.5M. The position accounts for 4.95% of the portfolio, ranked #6.

Davidson Kahn Capital Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Davidson Kahn Capital Management held 48,358 shares of Amazon worth $11.5M as of Q2 2026.
Davidson Kahn Capital Management bought 1,886 Amazon shares in Q2 2026, an estimated $473K.
Amazon made up 4.95% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #6 holding.
Davidson Kahn Capital Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.