Light Street Capital Management’s Amazon AMZN Stock Holding History

Light Street 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
2019 Q2	–	Sell	-2,936,000	Closed	-$261M	–	30
2019 Q1	$261M	Hold	2,936,000	–	–	17.47%	1
2018 Q4	$220M	Hold	2,936,000	–	–	16.82%	1
2018 Q3	$294M	Hold	2,936,000	–	–	20.07%	1
2018 Q2	$250M	Buy	2,936,000 +1,258,000	+75%	+$99.8M	17.46%	1
2018 Q1	$121M	Sell	1,678,000 -1,680,000	-50%	-$120M	9.98%	1
2017 Q4	$196M	Hold	3,358,000	–	–	21.23%	1
2017 Q3	$161M	Buy	3,358,000 +158,000	+5%	+$7.76M	13.18%	1
2017 Q2	$155M	Buy	+3,200,000	New	+$153M	10.92%	3

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Light Street Capital Management's AMZN Position: Q1 2026 in Review

Light Street Capital Management increased its Amazon (AMZN) stake by 80% in Q1 2026, buying an estimated $12.2M and bringing the position to 124,800 shares worth $26M. The position accounts for 4.87% of the portfolio, ranked #9.

Light Street Capital Management first reported a position in AMZN in Q4 2014 and has held it in 42 quarters since. The position peaked at $111M in Q1 2020. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Light Street Capital Management held 124,800 shares of Amazon worth $26M as of Q1 2026.
Light Street Capital Management bought 55,300 Amazon shares in Q1 2026, an estimated $12.2M.
Amazon made up 4.87% of Light Street Capital Management's portfolio in Q1 2026, its #9 holding.
Light Street Capital Management first reported a position in Amazon in Q4 2014 and has held it in 42 quarters since.
Light Street Capital Management's Amazon position peaked at $111M in Q1 2020.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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