Joho Capital’s Amazon AMZN Stock Holding History

Joho Capital’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	$82.6M	Buy	346,600 +79,800	+30%	+$20M	17.94%	4
2026 Q1	$55.6M	Buy	266,800 +2,300	+0.9%	+$506K	14.89%	4
2025 Q4	$61.1M	Hold	264,500	–	–	13.03%	4
2025 Q3	$58.1M	Buy	+264,500	New	+$59.9M	10.32%	5
2022 Q2	–	Sell	-32,140	Closed	-$5.24M	–	14
2022 Q1	$5.24M	Hold	32,140	–	–	0.75%	7
2021 Q4	$5.36M	Buy	32,140 +1,100	+4%	+$188K	0.74%	7
2021 Q3	$5.1M	Sell	31,040 -3,760	-11%	-$649K	0.69%	7
2021 Q2	$5.99M	Hold	34,800	–	–	0.85%	8
2021 Q1	$5.38M	Hold	34,800	–	–	0.84%	8
2020 Q4	$5.67M	Buy	+34,800	New	+$5.55M	0.97%	6
2016 Q4	–	Sell	-79,760	Closed	-$3.34M	–	9
2016 Q3	$3.34M	Sell	79,760 -40	-0.1%	-$1.53K	0.66%	10
2016 Q2	$2.85M	Hold	79,800	–	–	0.78%	10
2016 Q1	$2.37M	Hold	79,800	–	–	0.6%	11
2015 Q4	$2.7M	Hold	79,800	–	–	0.76%	10
2015 Q3	$2.04M	Sell	79,800 -31,000	-28%	-$784K	0.58%	10
2015 Q2	$2.4M	Buy	+110,800	New	+$2.32M	0.56%	9

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Joho Capital's AMZN Position: Q2 2026 in Review

Joho Capital increased its Amazon (AMZN) stake by 30% in Q2 2026, buying an estimated $20M and bringing the position to 346,600 shares worth $82.6M. The position accounts for 17.94% of the portfolio, ranked #4.

Joho Capital first reported a position in AMZN in Q2 2015 and has held it in 16 quarters since. 6,167 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Joho Capital held 346,600 shares of Amazon worth $82.6M as of Q2 2026.
Joho Capital bought 79,800 Amazon shares in Q2 2026, an estimated $20M.
Amazon made up 17.94% of Joho Capital's portfolio in Q2 2026, its #4 holding.
Joho Capital first reported a position in Amazon in Q2 2015 and has held it in 16 quarters since.
6,167 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Joho Capital's 13F filing for Q2 2026, filed 14 Aug 2026.