# Amazon.com (AMZN): value investors who own it | moatshark

24 value investors held Amazon.com in their Q3 2026 13F, led by AltaRock Partners, Greenlea Lane Capital, Baupost Group, Appaloosa, ValueAct.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| AltaRock Partners | 32.2% | $1.4bn | Trimmed -24% | 18 |
| Greenlea Lane Capital | 18.4% | $66.8m | Trimmed -10% | 31 |
| Baupost Group | 16.5% | $892m | Added +20% | 3 |
| Appaloosa | 15.4% | $1.2bn | Added +16% | 30 |
| ValueAct | 12.4% | $701m | Added +2.0% | 7 |
| Pershing Square | 10.5% | $2.0bn | Trimmed -25% | 5 |
| Vulcan Value Partners | 7.2% | $237m | Trimmed -38% | 31 |
| Wedgewood Partners | 6.7% | $32.3m | Added +36% | 3 |
| AKO Capital | 6.3% | $272m | Trimmed -34% | 9 |
| Jensen Investment Management | 6.1% | $251m | Trimmed -14% | 3 |
| Polen Capital Management | 5.8% | $670m | Trimmed -28% | 22 |
| Mairs & Power | 5.7% | $620m | Trimmed -0.1% | 51 |
| Davis Selected Advisers | 4.4% | $1.0bn | Added +25% | 53 |
| First Pacific Advisors (FPA) | 4.0% | $324m | Trimmed -3.9% | 34 |
| Markel Group | 3.7% | $484m | Unchanged | 43 |
| Weitz Investment Management | 3.6% | $51.8m | Trimmed -2.2% | 43 |
| Matrix Asset Advisors | 2.8% | $34.2m | Added +2.7% | 32 |
| Dodge & Cox | 2.1% | $4.0bn | Added +11% | 48 |
| Harris Associates (Oakmark) | 1.5% | $1.1bn | Trimmed -2.3% | 19 |
| Omega Family Office (Leon Cooperman) | 1.1% | $40.4m | Unchanged | 2 |
| Troy Asset Management | 0.9% | $32.1m | Added +10% | 3 |
| Brave Warrior Advisors | 0.0% | $632k | Added +89% | 14 |
| Gardner Russo & Quinn | 0.0% | $223k | Trimmed -10% | 3 |
| Horizon Kinetics | 0.0% | $258k | Trimmed -8.9% | 10 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-01 | Herrington Douglas J | CEO Worldwide Amazon Stores | Sold | 1000 | $252k |
| 2026-09-01 | Herrington Douglas J | CEO Worldwide Amazon Stores | Sold | 1000 | $255k |
| 2026-08-24 | Zapolsky David | Senior Vice President | Sold | 9258 | $2.4m |
| 2026-08-21 | Jassy Andrew R | President and CEO | Sold | 7514 | $2.0m |
| 2026-08-21 | Jassy Andrew R | President and CEO | Sold | 7478 | $1.9m |
| 2026-08-21 | Olsavsky Brian T | Senior Vice President and CFO | Sold | 6172 | $1.6m |
| 2026-08-21 | Garman Matthew S | CEO Amazon Web Services | Sold | 5240 | $1.4m |
| 2026-08-21 | Garman Matthew S | CEO Amazon Web Services | Sold | 5191 | $1.3m |
| 2026-08-21 | Jassy Andrew R | President and CEO | Sold | 3197 | $824k |
| 2026-08-21 | Herrington Douglas J | CEO Worldwide Amazon Stores | Sold | 2412 | $628k |
| 2026-08-21 | Garman Matthew S | CEO Amazon Web Services | Sold | 2159 | $556k |
| 2026-08-21 | Zapolsky David | Senior Vice President | Sold | 2133 | $554k |
| 2026-08-21 | Herrington Douglas J | CEO Worldwide Amazon Stores | Sold | 2125 | $549k |
| 2026-08-21 | Garman Matthew S | CEO Amazon Web Services | Sold | 1951 | $508k |
| 2026-08-21 | Jassy Andrew R | President and CEO | Sold | 1811 | $472k |
| 2026-08-21 | Herrington Douglas J | CEO Worldwide Amazon Stores | Sold | 1825 | $470k |
| 2026-08-21 | Zapolsky David | Senior Vice President | Sold | 1782 | $461k |
| 2026-08-21 | Zapolsky David | Senior Vice President | Sold | 1138 | $293k |
| 2026-08-21 | Zapolsky David | Senior Vice President | Sold | 1119 | $291k |
| 2026-08-21 | Reynolds Shelley | Vice President | Sold | 888 | $231k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Jensen Quality Growth Fund | Jensen Investment Management | 7.5% | $221m | 2026-05-31 |
| Mairs & Power Growth Fund | Mairs & Power | 6.8% | $380m | 2026-06-30 |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 5.8% | $36.3m | 2026-06-30 |
| Vulcan Value Partners Fund | Vulcan Value Partners | 4.7% | $10.8m | 2026-07-31 |
| Weitz Partners III Opportunity Fund | Weitz Investment Management | 4.6% | $15.5m | 2026-06-30 |
| Polen Global Growth Fund | Polen Capital Management | 4.6% | $5.1m | 2026-07-31 |
| Davis Global Fund | Davis Selected Advisers | 3.0% | $27.3m | 2026-07-31 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 1.7% | $221m | 2026-06-30 |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 1.6% | $193m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/amzn). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.