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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 $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

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. 6,152 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.
  • 6,152 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.