#$amzn

Wedgewood Partners just filed its Q2 2026 13F. 🐋 Managed by David Rolfe · $484M across 18 holdings 🟢 Bought: $AMZN, $PGR, $MSFT, $CB +4 more 🔴 Sold: $TSCO, $CDW, $ZTS, $TSM +10 more

Soroban Capital Partners just filed its Q2 2026 13F. 🐋 Managed by Eric Mandelblatt · $47.8B across 25 holdings 🟢 Bought: $MSFT, $META, $TSM, $V +9 more 🔴 Sold: $MSFT, $META, $AMZN, $WDC +7 more

Dragoneer Investment Group just filed its Q2 2026 13F. 🐋 Managed by Marc Stad · $2.8B across 12 holdings 🟢 Bought: $SPCX, $AMD, $AMZN, Innio NV +1 more 🔴 Sold: $NVDA, $CPNG, $META, $CVNA +8 more

Windacre Partnership just filed its Q2 2026 13F. 🐋 Managed by Snehal Amin · $10.1B across 11 holdings 🟢 Bought: $TDG, $ROP, $EXPE, $SAP +2 more 🔴 Sold: $AMZN, $TSM, $PRM, $NVDA

Viking Global Investors just filed its Q2 2026 13F. 🐋 Managed by Andreas Halvorsen · $35.1B across 90 holdings 🟢 Bought: $RACE, $MSCI, $AMZN, $UNP +49 more 🔴 Sold: $AAPL, $CSX, $TSLA, $GOOGL +45 more

ValueAct Holdings just filed its Q2 2026 13F. 🐋 Managed by Jeffrey W. Ubben · $5.6B across 18 holdings 🟢 Bought: $RKT, $CBRE, $AMZN, $SPOT +4 more 🔴 Sold: $MDB, $RBLX, $LLYVK, $LLYVA +3 more

Edgepoint Investment Group just filed its Q2 2026 13F. 🐋 Managed by Tye Bousada & Geoff MacDonald · $13.2B across 39 holdings 🟢 Bought: $MMC, $RBA, $AMZN, $DLTR +10 more 🔴 Sold: $ROST, $FNV, $QSR, $RVTY +12 more

Appaloosa just filed its Q2 2026 13F. 🐋 Managed by David Tepper · $7.7B across 27 holdings 🟢 Bought: $TSM, $AMZN, $AAPL, $EWY +15 more 🔴 Sold: $MU, $BABA, $SNDK, $GLW +13 more

$AMZN

Stanley Druckenmiller Q2 Update Top: $NTRA $865M $TSM $282M $STM $232M $INSM $152M $AMZN $129M Big calls on $RSP $EWZ $INSM $AMZN $TSLA Diversified biotech + semis + EM #Druckenmiller #13F NOT FINANCIAL ADVICE. DYOR

David Tepper’s Appaloosa Q2 Update Top holdings: $AMZN $1.19B $MU $1.13B $TSM $788M $GOOG $654M $UBER $555M Also big in $META $VST $NVDA Holding $AAPL puts @Appaloosa #Tepper #13F #AMZN #MU NOT FINANCIAL ADVICE. DYOR

Josh Kushner’s Thrive Capital Q2 Book $SPCX $3.2B (84.8% of disclosed) $AMZN $215.5M $OSCR $180.9M $SHOP $102.3M $FIG $79.5M New: SpaceX + Amazon Exited: $CVNA + $STUB Heavy SpaceX concentration @ThriveCap @elonmusk #SpaceX #ThriveCapital NOT FINANCIAL ADVICE. DYOR

Korean retail bet $4.6B on US stocks as the Kospi bottomed (aistockwire.com)

Korean retail bet $4.6B on US stocks as the #Kospi bottomed $SOXL $AMZN $SKHY

Why Amazon Stock Is Down Today? Amazon $AMZN shares declined around 1% on Thursday as attention turned to a privacy dispute involving Twitch and the use of creator content for artificial intelligence development. via TradingView

Another robust read on US retail sales ex autos/gas +4.8%, with discretionary categories strong at +5% or more including DIY, electronics, apparel, sporting & eating out. Web again strong although some payback for $AMZN Prime Day. 💪 $XLY $XLF $XRT $HD $LOW $WMT $URBN $IDEXF

Imagine paying Hedge Fund Karen 2&20 to invest in undiscovered gems like $V, $MA, $MSFT, $ICE, $META,$SPGI, $UBER, $NFLX and $AMZN, and still being -3.5% YTD...

Ruffer Investment Co. $RICA: Our view is that the utopian narrative surrounding AI makes it a bad place to find a margin of safety; meanwhile, there are rich pickings in the rest of the equity market" #2 stock: Microsoft $MSFT #3 stock: Amazon $AMZN 5-year NAV IRR: 3.5% p.a.

Edgewood Management just filed its Q2 2026 13F. 🐋 Managed by Allan Mecham · $9.7B across 90 holdings 🟢 Bought: $RDDT, $TSLA, $LIN, $AMZN +5 more 🔴 Sold: $NFLX, $INTU, $BSX, $NOW +32 more

Baupost Group just filed its Q2 2026 13F. 🐋 Managed by Seth Klarman · $5.4B across 23 holdings 🟢 Bought: $AMZN, $GPC, $GOOG, $CME +5 more 🔴 Sold: $WTW, $WCC, $QSR, $LBTYK +7 more