Kinetic Partners Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162M Sell
737,952
-99,525
-12% -$21.8M 8.85% 1
2025
Q1
$159M Buy
837,477
+20,125
+2% +$3.83M 11.42% 1
2024
Q4
$179M Sell
817,352
-276,700
-25% -$60.7M 11.81% 1
2024
Q3
$204M Buy
1,094,052
+286,095
+35% +$53.3M 14.15% 1
2024
Q2
$156M Buy
807,957
+165,457
+26% +$32M 11.36% 1
2024
Q1
$116M Sell
642,500
-130,100
-17% -$23.5M 8.09% 1
2023
Q4
$117M Sell
772,600
-370,000
-32% -$56.2M 10.01% 1
2023
Q3
$145M Buy
1,142,600
+185,600
+19% +$23.6M 14.34% 1
2023
Q2
$125M Buy
957,000
+177,968
+23% +$23.2M 12.65% 1
2023
Q1
$80.5M Sell
779,032
-139,668
-15% -$14.4M 11.05% 2
2022
Q4
$77.2M Buy
+918,700
New +$77.2M 13.5% 2