Skye Global Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.03B | Buy |
9,752,000
+776,000
| +9% | +$171M | 40.58% | 1 |
|
|
2025
Q4 | $2.07B | Buy |
8,976,000
+952,000
| +12% | +$218M | 38.22% | 1 |
|
|
2025
Q3 | $1.76B | Buy |
8,024,000
+1,040,000
| +15% | +$235M | 35.26% | 1 |
|
|
2025
Q2 | $1.53B | Buy |
6,984,000
+730,000
| +12% | +$144M | 26.67% | 1 |
|
|
2025
Q1 | $1.19B | Sell |
6,254,000
-5,070,000
| -45% | -$1.1B | 31.62% | 1 |
|
|
2024
Q4 | $2.48B | Sell |
11,324,000
-594,169
| -5% | -$122M | 51.79% | 1 |
|
|
2024
Q3 | $2.22B | Buy |
11,918,169
+560,454
| +5% | +$102M | 53.62% | 1 |
|
|
2024
Q2 | $2.19B | Buy |
11,357,715
+337,715
| +3% | +$62M | 49.66% | 1 |
|
|
2024
Q1 | $1.99B | Sell |
11,020,000
-977,901
| -8% | -$163M | 47.22% | 1 |
|
|
2023
Q4 | $1.82B | Sell |
11,997,901
-1,048,099
| -8% | -$147M | 52.23% | 1 |
|
|
2023
Q3 | $1.66B | Sell |
13,046,000
-454,896
| -3% | -$61M | 48.07% | 1 |
|
|
2023
Q2 | $1.76B | Buy |
13,500,896
+1,976,896
| +17% | +$226M | 48.71% | 1 |
|
|
2023
Q1 | $1.19B | Sell |
11,524,000
-2,994,500
| -21% | -$289M | 38.68% | 1 |
|
|
2022
Q4 | $1.22B | Sell |
14,518,500
-991,500
| -6% | -$97.9M | 41.97% | 1 |
|
|
2022
Q3 | $1.75B | Buy |
15,510,000
+100,000
| +0.6% | +$12.6M | 40.82% | 1 |
|
|
2022
Q2 | $1.64B | Buy |
15,410,000
+600,000
| +4% | +$75.1M | 35.4% | 1 |
|
|
2022
Q1 | $2.41B | Buy |
14,810,000
+3,240,000
| +28% | +$501M | 39.32% | 1 |
|
|
2021
Q4 | $1.93B | Buy |
11,570,000
+1,720,000
| +17% | +$294M | 32.37% | 1 |
|
|
2021
Q3 | $1.62B | Buy |
9,850,000
+1,660,000
| +20% | +$286M | 27.18% | 1 |
|
|
2021
Q2 | $1.41B | Buy |
8,190,000
+2,450,000
| +43% | +$407M | 25.43% | 2 |
|
|
2021
Q1 | $888M | Buy |
5,740,000
+3,000,000
| +109% | +$476M | 17.16% | 2 |
|
|
2020
Q4 | $446M | Buy |
2,740,000
+1,090,000
| +66% | +$174M | 10.46% | 3 |
|
|
2020
Q3 | $260M | Sell |
1,650,000
-580,000
| -26% | -$91.4M | 6.7% | 6 |
|
|
2020
Q2 | $308M | Sell |
2,230,000
-210,000
| -9% | -$25.4M | 11.98% | 4 |
|
|
2020
Q1 | $238M | Buy |
2,440,000
+1,020,000
| +72% | +$98.7M | 18.62% | 2 |
|
|
2019
Q4 | $131M | Sell |
1,420,000
-2,150,000
| -60% | -$190M | 12.55% | 3 |
|
|
2019
Q3 | $310M | Buy |
3,570,000
+950,000
| +36% | +$88.1M | 29.61% | 1 |
|
|
2019
Q2 | $248M | Buy |
2,620,000
+1,712,000
| +189% | +$159M | 26.36% | 1 |
|
|
2019
Q1 | $80.8M | Buy |
908,000
+276,000
| +44% | +$23M | 9.94% | 3 |
|
|
2018
Q4 | $47.5M | Buy |
632,000
+328,000
| +108% | +$27.3M | 9.59% | 3 |
|
|
2018
Q3 | $30.4M | Sell |
304,000
-88,000
| -22% | -$8.28M | 6.11% | 4 |
|
|
2018
Q2 | $33.3M | Sell |
392,000
-62,000
| -14% | -$4.92M | 7.18% | 4 |
|
|
2018
Q1 | $32.9M | Sell |
454,000
-12,000
| -3% | -$858K | 8.36% | 3 |
|
|
2017
Q4 | $27.2M | Buy |
+466,000
| New | +$25.6M | 11.62% | 3 |
|
Other funds holding AMZN
VCM
VPM
Skye Global Management's AMZN Position: Q1 2026 in Review
Skye Global Management increased its Amazon (AMZN) stake by 8.6% in Q1 2026, buying an estimated $171M and bringing the position to 9,752,000 shares worth $2.03B. The position accounts for 40.58% of the portfolio, ranked #1.
Skye Global Management first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.48B in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Skye Global Management held 9,752,000 shares of Amazon worth $2.03B as of Q1 2026.
- Skye Global Management bought 776,000 Amazon shares in Q1 2026, an estimated $171M.
- Amazon made up 40.58% of Skye Global Management's portfolio in Q1 2026, its #1 holding.
- Skye Global Management first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
- Skye Global Management's Amazon position peaked at $2.48B in Q4 2024.
- 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.