Amazon Com Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Amazon Com Inc. reported 10 stock positions worth $2.1 billion. Its top holding was Rivian Automotive Class A (RIVN) at 81.9% of the portfolio, followed by Air Transport Services (ATSG, 8.3%) and Twilio Class A (TWLO, 5.1%). Compared with Q4 2023, it opened 1 new position. The biggest buy was a new position in Astera Labs (ALAB).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001018724
Portfolio Value
$2.1B (Q1 2024)
SEC Filing
0001104659-24-054026 ↗ filed Apr 29, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $2.1B $2.1B Q1 2024 Q2 2024: $2.5B Q2 2024 Q3 2024: $2.2B Q3 2024 Q4 2024: $2.7B Q4 2024 Q1 2025: $2.4B Q1 2025 Q2 2025: $2.4B Q2 2025 Q3 2025: $2.5B Q3 2025 Q4 2025: $3.5B Q4 2025 Q1 2026: $2.6B Q1 2026 Q2 2026: $4.4B Q2 2026

Holdings 10 stocks · $2.1B

RIVN Rivian Automotive Inc. Class A 81.92% 158,363,834 $1.7B No change
ATSG Air Transport Services Group 8.28% 12,741,445 $175.3M No change
TWLO Twilio Inc. Class A 5.11% 1,768,346 $108.1M No change
VITL Vital Farms Inc. 1.76% 1,603,230 $37.3M No change
ALAB Astera Labs Inc. 0.97% 277,777 $20.6M New
IONQ Ionq Inc. 0.91% 1,927,061 $19.3M No change
MRVL Marvell Technology Inc. 0.75% 225,428 $16.0M No change
NAUT Nautilus Biotechnology Inc. 0.20% 1,457,055 $4.3M No change
SMRT Smartrent Inc. 0.08% 626,893 $1.7M No change
OWLT Owlet Inc. 0.01% 35,252 $152K No change

Portfolio Sells Q4 2023 → Q1 2024

None this quarter.

Portfolio Buys Q4 2023 → Q1 2024

ALAB Astera Labs Inc. New 0.97% +0.97

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$4.4BRIVN, XE, BETA, ALAB, MRVL
Q1 2026 5$2.6BRIVN, BETA, MRVL, ALAB, NAUT
Q4 2025 6$3.5BRIVN, BETA, ALAB, MRVL, NAUT
Q3 2025 7$2.5BRIVN, VITL, ALAB, MRVL, NAUT
Q2 2025 9$2.4BRIVN, AMD, VITL, IONQ, ALAB
Q1 2025 9$2.4BRIVN, ATSG, AMD, VITL, ALAB
Q4 2024 9$2.7BRIVN, ATSG, TWLO, VITL, ALAB
Q3 2024 10$2.2BRIVN, ATSG, TWLO, VITL, IONQ
Q2 2024 10$2.5BRIVN, ATSG, TWLO, VITL, ALAB
Q1 2024 10$2.1BRIVN, ATSG, TWLO, VITL, ALAB