Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-650,000
Closed -$69M 42
2022
Q2
$69M Buy
+650,000
New +$81.3M 2.57% 18
2021
Q3
Sell
-460,000
Closed -$79.1M 43
2021
Q2
$79.1M Buy
+460,000
New +$76.5M 1.41% 23

Other funds holding AMZN

Gavin Baker's AMZN Position: Q2 2026 in Review

Gavin Baker increased its Amazon (AMZN) stake by 1.7% in Q2 2026, buying an estimated $4.03M and bringing the position to 969,629 shares worth $231M. The position accounts for 1.61% of the portfolio, ranked #13.

Gavin Baker first reported a position in AMZN in Q1 2020 and has held it in 22 quarters since. The position peaked at $325M in Q4 2021. 6,105 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Gavin Baker held 969,629 shares of Amazon worth $231M as of Q2 2026.
  • Gavin Baker bought 16,069 Amazon shares in Q2 2026, an estimated $4.03M.
  • Amazon made up 1.61% of Gavin Baker's portfolio in Q2 2026, its #13 holding.
  • Gavin Baker first reported a position in Amazon in Q1 2020 and has held it in 22 quarters since.
  • Gavin Baker's Amazon position peaked at $325M in Q4 2021.
  • 6,105 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.