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Dorsal Capital Management’s Amazon AMZN Stock Holding History

Dorsal 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
2024
Q1 		– Sell
-1,000,000
Closed -$152M – 27
2023
Q4 		$152M Buy
+1,000,000
New +$140M 4.68% 11
2023
Q2 		– Sell
-3,000,000
Closed -$310M – 24
2023
Q1 		$310M Buy
+3,000,000
New +$290M 9.92% 1
2016
Q4 		– Sell
-4,000
Closed -$746K – 29
2016
Q3 		$746K Buy
+4,000
New +$153K 0.05% 26

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dorsal Capital Management's AMZN Position: Q1 2026 in Review

Dorsal Capital Management opened a new position in Amazon (AMZN) in Q1 2026: 950,001 shares worth $198M. The stake represents 7.69% of the portfolio and ranks #2 among its holdings. This is a return to the name: Dorsal Capital Management previously reported a position in AMZN as recently as Q3 2025.

Dorsal Capital Management first reported a position in AMZN in Q1 2016 and has held it in 30 quarters since. The position peaked at $411M in Q1 2024. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Dorsal Capital Management held 950,001 shares of Amazon worth $198M as of Q1 2026.
  • Amazon was a new Dorsal Capital Management position in Q1 2026.
  • Amazon made up 7.69% of Dorsal Capital Management's portfolio in Q1 2026, its #2 holding.
  • Dorsal Capital Management first reported a position in Amazon in Q1 2016 and has held it in 30 quarters since.
  • Dorsal Capital Management's Amazon position peaked at $411M in Q1 2024.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Dorsal Capital Management's 13F filing for Q1 2026, filed 15 May 2026.