Holders — by stockHoldings — by fund

AMAZON COM INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001018724

$4.42B

disclosed book value

positions

62.1%

largest position share

Positions, as of 2026-06-30

top 6 of 6 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#	Issuer	Shares	Value	% of book
1	RIVNRIVIAN AUTOMOTIVE INC	158.4M	$2.75B	62.1%
2	XEX-ENERGY INC	65.8M	$1.21B	27.3%
3	BETABETA TECHNOLOGIES INC	11.8M	$196.9M	4.5%
4	ALABASTERA LABS INC	277,777	$134.2M	3%
5	MRVLMARVELL TECHNOLOGY INC	396,352	$118.1M	2.7%
6	ALGTALLEGIANT TRAVEL CO	149,317	$17.6M	0.4%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.