Dorsal Capital Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $316M | Buy |
1,325,001
+375,000
| +39% | +$94.1M | 11.18% | 1 |
|
|
2026
Q1 | $198M | Buy |
+950,001
| New | +$209M | 7.69% | 2 |
|
|
2025
Q4 | – | Sell |
-850,000
| Closed | -$187M | – | 23 |
|
|
2025
Q3 | $187M | Sell |
850,000
-325,000
| -28% | -$73.6M | 4.98% | 11 |
|
|
2025
Q2 | $258M | Sell |
1,175,000
-425,000
| -27% | -$84.1M | 6.87% | 3 |
|
|
2025
Q1 | $304M | Sell |
1,600,000
-175,000
| -10% | -$38M | 9.31% | 1 |
|
|
2024
Q4 | $389M | Sell |
1,775,000
-200,000
| -10% | -$40.9M | 9.2% | 1 |
|
|
2024
Q3 | $368M | Buy |
1,975,000
+175,000
| +10% | +$31.9M | 11.41% | 1 |
|
|
2024
Q2 | $348M | Sell |
1,800,000
-476,512
| -21% | -$87.5M | 11.97% | 1 |
|
|
2024
Q1 | $411M | Buy |
2,276,512
+51,512
| +2% | +$8.6M | 13.41% | 1 |
|
|
2023
Q4 | $338M | Sell |
2,225,000
-50,000
| -2% | -$7.01M | 10.42% | 3 |
|
|
2023
Q3 | $289M | Buy |
2,275,000
+150,000
| +7% | +$20.1M | 9.88% | 2 |
|
|
2023
Q2 | $277M | Buy |
2,125,000
+925,000
| +77% | +$106M | 9.55% | 2 |
|
|
2023
Q1 | $124M | Buy |
1,200,000
+975,000
| +433% | +$94.2M | 3.97% | 10 |
|
|
2022
Q4 | $18.9M | Sell |
225,000
-1,575,000
| -88% | -$156M | 1.12% | 17 |
|
|
2022
Q3 | $203M | Sell |
1,800,000
-140,000
| -7% | -$17.7M | 12.66% | 1 |
|
|
2022
Q2 | $206M | Sell |
1,940,000
-120,000
| -6% | -$15M | 13.42% | 1 |
|
|
2022
Q1 | $336M | Buy |
2,060,000
+960,000
| +87% | +$148M | 16.8% | 1 |
|
|
2021
Q4 | $183M | Buy |
1,100,000
+550,000
| +100% | +$94.1M | 10.53% | 3 |
|
|
2021
Q3 | $90.3M | Buy |
+550,000
| New | +$94.9M | 4.42% | 9 |
|
|
2020
Q4 | – | Sell |
-510,000
| Closed | -$80.3M | – | 20 |
|
|
2020
Q3 | $80.3M | Sell |
510,000
-226,000
| -31% | -$35.6M | 6.2% | 8 |
|
|
2020
Q2 | $102M | Sell |
736,000
-518,000
| -41% | -$62.6M | 6.27% | 6 |
|
|
2020
Q1 | $122M | Buy |
+1,254,000
| New | +$121M | 9.89% | 1 |
|
|
2018
Q2 | – | Sell |
-900,000
| Closed | -$65.1M | – | 25 |
|
|
2018
Q1 | $65.1M | Sell |
900,000
-900,000
| -50% | -$64.4M | 3.13% | 15 |
|
|
2017
Q4 | $105M | Buy |
1,800,000
+100,000
| +6% | +$5.5M | 5.2% | 5 |
|
|
2017
Q3 | $81.7M | Sell |
1,700,000
-200,000
| -11% | -$9.82M | 4.25% | 10 |
|
|
2017
Q2 | $92M | Sell |
1,900,000
-300,000
| -14% | -$14.3M | 4.7% | 7 |
|
|
2017
Q1 | $97.5M | Buy |
2,200,000
+200,000
| +10% | +$8.34M | 5.2% | 5 |
|
|
2016
Q4 | $75M | Sell |
2,000,000
-1,200,000
| -38% | -$47M | 4.71% | 10 |
|
|
2016
Q3 | $134M | Buy |
3,200,000
+200,000
| +7% | +$7.65M | 8.42% | 2 |
|
|
2016
Q2 | $107M | Buy |
3,000,000
+1,200,000
| +67% | +$40.6M | 7.92% | 2 |
|
|
2016
Q1 | $53.4M | Buy |
+1,800,000
| New | +$51.1M | 5.08% | 10 |
|
Other funds holding AMZN
Dorsal Capital Management's AMZN Position: Q2 2026 in Review
Dorsal Capital Management increased its Amazon (AMZN) stake by 39% in Q2 2026, buying an estimated $94.1M and bringing the position to 1,325,001 shares worth $316M. The position accounts for 11.18% of the portfolio, ranked #1.
Dorsal Capital Management first reported a position in AMZN in Q1 2016 and has held it in 31 quarters since. The position peaked at $411M in Q1 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Dorsal Capital Management held 1,325,001 shares of Amazon worth $316M as of Q2 2026.
- Dorsal Capital Management bought 375,000 Amazon shares in Q2 2026, an estimated $94.1M.
- Amazon made up 11.18% of Dorsal Capital Management's portfolio in Q2 2026, its #1 holding.
- Dorsal Capital Management first reported a position in Amazon in Q1 2016 and has held it in 31 quarters since.
- Dorsal Capital Management's Amazon position peaked at $411M in Q1 2024.
- 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Dorsal Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.