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Palestra Capital Management’s Amazon AMZN Stock Holding History

Palestra 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
2026
Q2 		$225M Buy
942,732
+775,993
+465% +$195M 7.62% 4
2026
Q1 		$34.7M Sell
166,739
-585,803
-78% -$129M 1.35% 17
2025
Q4 		$174M Buy
752,542
+23,743
+3% +$5.43M 6.14% 2
2025
Q3 		$160M Buy
728,799
+64,480
+10% +$14.6M 5.15% 3
2025
Q2 		$146M Buy
+664,319
New +$131M 4.24% 9
2025
Q1 		– Sell
-408,896
Closed -$89.7M – 27
2024
Q4 		$89.7M Sell
408,896
-166,419
-29% -$34M 2.46% 21
2024
Q3 		$107M Buy
575,315
+40,910
+8% +$7.46M 3.54% 12
2024
Q2 		$103M Sell
534,405
-58,332
-10% -$10.7M 4.08% 12
2024
Q1 		$107M Sell
592,737
-90,410
-13% -$15.1M 3.98% 11
2023
Q4 		$104M Buy
683,147
+56,781
+9% +$7.96M 5.15% 8
2023
Q3 		$79.6M Buy
+626,366
New +$83.9M 4.2% 14
2022
Q4 		– Sell
-1,051,489
Closed -$119M – 18
2022
Q3 		$119M Buy
1,051,489
+1,019,933
+3,232% +$129M 5.59% 9
2022
Q2 		$3.35M Sell
31,556
-1,123,024
-97% -$141M 0.16% 15
2022
Q1 		$188M Buy
1,154,580
+341,020
+42% +$52.7M 5.86% 7
2021
Q4 		$136M Buy
+813,560
New +$139M 3.93% 14
2021
Q3 		– Sell
-845,300
Closed -$145M – 34
2021
Q2 		$145M Buy
+845,300
New +$140M 3.13% 16
2021
Q1 		– Sell
-659,100
Closed -$107M – 35
2020
Q4 		$107M Sell
659,100
-78,400
-11% -$12.5M 2.11% 24
2020
Q3 		$116M Sell
737,500
-306,000
-29% -$48.2M 2.7% 19
2020
Q2 		$144M Sell
1,043,500
-1,145,780
-52% -$138M 3.61% 15
2020
Q1 		$213M Buy
+2,189,280
New +$212M 6.92% 4
2016
Q1 		– Sell
-1,049,000
Closed -$35.5M – 26
2015
Q4 		$35.5M Sell
1,049,000
-245,000
-19% -$7.72M 4.1% 11
2015
Q3 		$33.1M Buy
+1,294,000
New +$32.7M 3.19% 19

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

Palestra Capital Management's AMZN Position: Q2 2026 in Review

Palestra Capital Management increased its Amazon (AMZN) stake by 465% in Q2 2026, buying an estimated $195M and bringing the position to 942,732 shares worth $225M. The position accounts for 7.62% of the portfolio, ranked #4.

Palestra Capital Management first reported a position in AMZN in Q3 2015 and has held it in 22 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Palestra Capital Management held 942,732 shares of Amazon worth $225M as of Q2 2026.
  • Palestra Capital Management bought 775,993 Amazon shares in Q2 2026, an estimated $195M.
  • Amazon made up 7.62% of Palestra Capital Management's portfolio in Q2 2026, its #4 holding.
  • Palestra Capital Management first reported a position in Amazon in Q3 2015 and has held it in 22 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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