Skye Global Management’s Amazon AMZN Stock Holding History

Skye Global 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 Q1	$5.25M	Sell	25,200 -1,068,800	-98%	-$235M	0.1%	39
2025 Q4	$253M	Buy	1,094,000 +968,000	+768%	+$221M	4.66%	4
2025 Q3	$27.7M	Buy	+126,000	New	+$28.5M	0.55%	24
2023 Q3	–	Sell	-598,300	Closed	-$78M	–	27
2023 Q2	$78M	Sell	598,300 -792,000	-57%	-$90.4M	2.16%	9
2023 Q1	$144M	Buy	+1,390,300	New	+$134M	4.67%	3
2021 Q1	–	Sell	-40,000	Closed	-$6.51M	–	64
2020 Q4	$6.51M	Hold	40,000	–	–	0.15%	32
2020 Q3	$6.3M	Sell	40,000 -100,000	-71%	-$15.8M	0.16%	38
2020 Q2	$19.3M	Hold	140,000	–	–	0.75%	18
2020 Q1	$13.6M	Hold	140,000	–	–	1.07%	14
2019 Q4	$12.9M	Sell	140,000 -406,000	-74%	-$35.9M	1.24%	13
2019 Q3	$47.4M	Buy	546,000 +120,000	+28%	+$11.1M	4.53%	6
2019 Q2	$40.3M	Buy	+426,000	New	+$39.7M	4.29%	5

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

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. 5,978 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.
5,978 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.