RKWD

ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

AMZN

AMAZON COM INC

Retail-Catalog & Mail-Order Houses · SIC 5961CIK 1018724Held by 81 tracked managersEDGAR filings ↗10-K/10-Q ↗

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74 of 74 reported changes in each tracked manager’s latest 13F vs its prior quarter (2 reporting periods). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Darsana Capital Partners

Q2 2026Position history →

New+2,500,000—2.7%$0.60B

Renaissance Technologies

Q2 2026Position history →

New+2,290,710—0.75%$0.55B

Dragoneer Investment Group

Q2 2026Position history →

New+1,271,500—10.7%$0.30B

Capital Research Global Investors

Q2 2026Position history →

Add+2,169,606+1.8%4.0%$28.75B

Capital World Investors

Q2 2026Position history →

Add+10,789,225+21.4%1.7%$14.59B

Q2 2026Position history →

Add+1,598,614+10.6%2.1%$3.98B

Holocene Advisors

Q2 2026Position history →

Add+823,502+6.2%7.6%$3.34B

Coatue Management

Q2 2026Position history →

Add+3,904,033+49.2%5.8%$2.82B

Pershing Square Capital

Q1 2026Position history →

Add+1,844,157+19.2%17.4%$2.39B

WCM Investment Management

Q2 2026Position history →

Add+270,963+4.4%2.8%$1.55B

Appaloosa Management

Q2 2026Position history →

Add+680,000+15.7%16.0%$1.19B

Q2 2026Position history →

Add+850,924+24.8%4.4%$1.02B

Q2 2026Position history →

Add+625,100+20.0%16.5%$0.89B

Viking Global Investors

Q2 2026Position history →

Add+2,505,434+209.6%2.5%$0.88B

Egerton Capital

Q2 2026Position history →

Add+1,210,074+51.2%8.2%$0.85B

ValueAct Capital

Q2 2026Position history →

Add+57,100+2.0%12.4%$0.70B

Whale Rock Capital Management

Q2 2026Position history →

Add+628,293+34.5%4.7%$0.58B

Altimeter Capital Management

Q2 2026Position history →

Add+335,793+16.1%5.9%$0.58B

EdgePoint Investment Group

Q2 2026Position history →

Add+900,461+66.9%4.0%$0.54B

ARK Investment Management

Q2 2026Position history →

Add+235,894+17.4%2.5%$0.38B

Eminence Capital

Q1 2026Position history →

Add+68,144+4.6%7.4%$0.32B

Dorsal Capital Management

Q2 2026Position history →

Add+375,000+39.5%11.4%$0.32B

Glenview Capital Management

Q2 2026Position history →

Add+212,417+20.1%6.1%$0.30B

Atreides Management

Q2 2026Position history →

Add+16,069+1.7%2.1%$0.23B

Palestra Capital Management

Q2 2026Position history →

Add+775,993+465.4%7.6%$0.22B

Select Equity Group

Q2 2026Position history →

Add+606,060+185.8%1.2%$0.22B

Patient Capital Management

Q2 2026Position history →

Add+26,628+4.1%5.4%$0.16B

Motley Fool Asset Management

Q2 2026Position history →

Add+34,157+6.5%5.1%$0.13B

Duquesne Family Office

Q2 2026Position history →

Add+495,800+1082.5%3.0%$0.13B

Fairview Capital Investment Management

Q2 2026Position history →

Add+673+0.2%3.8%$0.07B

Q2 2026Position history →

Add+84,008+146.1%0.16%$0.03B

Wedgewood Partners

Q2 2026Position history →

Add+35,533+35.6%6.7%$0.03B

Lansdowne Partners (UK)

Q2 2026Position history →

Add+55,064+70.7%1.3%$0.03B

Infrastructure Capital Advisors

Q2 2026Position history →

Add+8,253+25.5%0.76%$0.01B

Chickasaw Capital Management

Q2 2026Position history →

Add+80+0.2%0.28%$0.01B

Olstein Capital Management

Q1 2026Position history →

Add+5,500+44.0%0.82%$<0.01B

Brave Warrior Advisors

Q2 2026Position history →

Add+1,250+89.3%0.01%$<0.01B

Glynn Capital Management

Q2 2026Position history →

Add+56+18.9%0.02%$<0.01B

Eagle Capital Management

Q2 2026Position history →

Trim(384,047)(3.3%)8.3%$2.71B

Tiger Global Management

Q2 2026Position history →

Trim(316,442)(3.2%)9.6%$2.31B

Adage Capital Management

Q2 2026Position history →

Trim(401,100)(4.4%)2.9%$2.09B

Soroban Capital Partners

Q2 2026Position history →

Trim(1,255,771)(15.0%)12.0%$1.70B

AltaRock Partners

Q2 2026Position history →

Trim(1,837,974)(24.3%)32.2%$1.37B

Generation Investment Management

Q2 2026Position history →

Trim(208,205)(3.9%)12.0%$1.24B

Sands Capital Management

Q2 2026Position history →

Trim(1,857,832)(27.7%)4.3%$1.16B

Oakmark Funds (Harris Associates)

Q2 2026Position history →

Trim(107,300)(2.3%)1.5%$1.11B

Polen Capital Management

Q2 2026Position history →

Trim(1,086,786)(27.9%)5.8%$0.67B

Q2 2026Position history →

Trim(3,471)(0.1%)5.7%$0.62B

Veritas Asset Management

Q2 2026Position history →

Trim(339,180)(12.9%)9.8%$0.54B

Bridgewater Associates

Q2 2026Position history →

Trim(2,363,230)(53.8%)2.0%$0.48B

Maverick Capital

Q2 2026Position history →

Trim(297,121)(12.8%)4.3%$0.48B

Q2 2026Position history →

Trim(190,000)(9.8%)9.0%$0.42B

Q2 2026Position history →

Trim(312,608)(16.9%)14.2%$0.37B

First Pacific Advisors

Q2 2026Position history →

Trim(55,634)(3.9%)4.0%$0.32B

Soros Fund Management

Q2 2026Position history →

Trim(763,260)(39.2%)3.7%$0.28B

Q2 2026Position history →

Trim(589,335)(34.0%)6.3%$0.27B

SCGE Management

Q2 2026Position history →

Trim(99,100)(8.4%)4.4%$0.26B

Jensen Investment Management

Q2 2026Position history →

Trim(165,286)(13.6%)6.1%$0.25B

Vulcan Value Partners

Q2 2026Position history →

Trim(603,110)(37.8%)7.2%$0.24B

Kensico Capital Management

Q2 2026Position history →

Trim(94,000)(8.8%)4.0%$0.23B

Zevenbergen Capital Investments

Q2 2026Position history →

Trim(14,956)(2.4%)3.4%$0.15B

Triple Frond Partners

Q2 2026Position history →

Trim(46,114)(9.6%)9.2%$0.10B

Sound Shore Management

Q2 2026Position history →

Trim(28,739)(7.6%)2.6%$0.08B

Greenlea Lane Capital

Q2 2026Position history →

Trim(32,180)(10.3%)18.3%$0.07B

Weitz Investment Management

Q2 2026Position history →

Trim(5,000)(2.2%)3.6%$0.05B

Suvretta Capital Management

Q2 2026Position history →

Trim(49,149)(19.3%)1.0%$0.05B

ShawSpring Partners

Q2 2026Position history →

Trim(29,479)(15.8%)16.1%$0.04B

Matrix Asset Advisors

Q2 2026Position history →

Trim(1,653)(1.2%)2.6%$0.03B

Q2 2026Position history →

Trim(3,716)(5.2%)2.2%$0.02B

Q2 2026Position history →

Trim(199,144)(79.3%)0.36%$0.01B

Light Street Capital Management

Q2 2026Position history →

Trim(73,800)(59.1%)1.4%$0.01B

Luxor Capital Group

Q2 2026Position history →

Trim(38,627)(63.1%)0.59%$0.01B

Gardner Russo & Quinn

Q2 2026Position history →

Trim(104)(10.0%)<0.01%$<0.01B

Owl Creek Asset Management

Q2 2026Position history →

Exit(14,277)(100.0%)exited$<0.01B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.