TFP
AMZN icon

Triple Frond Partners’s Amazon AMZN Stock Holding History

Triple Frond Partners’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 		$103M Sell
432,420
-46,114
-10% -$11.6M 9.2% 4
2026
Q1 		$99.7M Hold
478,534
– – 10.35% 5
2025
Q4 		$110M Sell
478,534
-61,917
-11% -$14.2M 11.48% 5
2025
Q3 		$119M Buy
540,451
+53,260
+11% +$12.1M 12.93% 3
2025
Q2 		$107M Hold
487,191
– – 12.08% 4
2025
Q1 		$92.7M Sell
487,191
-42,800
-8% -$9.29M 12.53% 4
2024
Q4 		$116M Sell
529,991
-66,780
-11% -$13.7M 15.05% 3
2024
Q3 		$111M Buy
596,771
+54,870
+10% +$10M 14.39% 3
2024
Q2 		$105M Hold
541,901
– – 12.29% 3
2024
Q1 		$97.7M Hold
541,901
– – 11.13% 4
2023
Q4 		$82.3M Sell
541,901
-178,035
-25% -$25M 9.79% 6
2023
Q3 		$91.5M Hold
719,936
– – 11.61% 5
2023
Q2 		$93.9M Hold
719,936
– – 12.1% 5
2023
Q1 		$74.4M Buy
719,936
+140,800
+24% +$13.6M 10.85% 5
2022
Q4 		$48.6M Buy
579,136
+110,360
+24% +$10.9M 8.04% 6
2022
Q3 		$53M Sell
468,776
-59,184
-11% -$7.48M 9.33% 6
2022
Q2 		$56.1M Buy
527,960
+112,620
+27% +$14.1M 8.57% 6
2022
Q1 		$67.7M Hold
415,340
– – 8.38% 5
2021
Q4 		$69.2M Sell
415,340
-21,800
-5% -$3.73M 7.8% 6
2021
Q3 		$71.8M Buy
+437,140
New +$75.4M 7.83% 6

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

Triple Frond Partners's AMZN Position: Q2 2026 in Review

Triple Frond Partners reduced its Amazon (AMZN) stake by 9.6% in Q2 2026, selling an estimated $11.6M and leaving 432,420 shares worth $103M. The position accounts for 9.2% of the portfolio, ranked #4.

Triple Frond Partners first reported a position in AMZN in Q3 2021 and has held it in 20 quarters since. The position peaked at $119M in Q3 2025. 6,099 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Triple Frond Partners held 432,420 shares of Amazon worth $103M as of Q2 2026.
  • Triple Frond Partners sold 46,114 Amazon shares in Q2 2026, an estimated $11.6M.
  • Amazon made up 9.2% of Triple Frond Partners's portfolio in Q2 2026, its #4 holding.
  • Triple Frond Partners first reported a position in Amazon in Q3 2021 and has held it in 20 quarters since.
  • Triple Frond Partners's Amazon position peaked at $119M in Q3 2025.
  • 6,099 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Triple Frond Partners's 13F filing for Q2 2026, filed 13 Aug 2026.