Amazon Com Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Amazon Com Inc. reported 9 stock positions worth $2.4 billion. Its top holding was Rivian Automotive Class A (RIVN) at 81.4% of the portfolio, followed by Air Transport Services (ATSG, 11.8%) and Advanced Micro Devices (AMD, 3.5%). Compared with Q4 2024, it opened 1 new position and sold out of 1. The biggest buy was a new position in Advanced Micro Devices (AMD) and the biggest sale an exit from Twilio Class A (TWLO).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001018724
- Portfolio Value
- $2.4B (Q1 2025)
- SEC Filing
- 0001104659-25-045097 ↗ filed May 6, 2025
Holdings Value
Holdings 9 stocks · $2.4B
| RIVN Rivian Automotive Inc. Class A | 81.43% | 158,363,834 | $2.0B | No change |
| ATSG Air Transport Services Group | 11.81% | 12,741,445 | $285.9M | No change |
| AMD Advanced Micro Devices | 3.49% | 822,234 | $84.5M | New |
| VITL Vital Farms Inc. | 1.92% | 1,529,230 | $46.6M | No change |
| ALAB Astera Labs Inc. | 0.68% | 277,777 | $16.6M | No change |
| MRVL Marvell Technology Inc. | 0.57% | 225,428 | $13.9M | No change |
| NAUT Nautilus Biotechnology Inc. | 0.05% | 1,457,055 | $1.3M | No change |
| SMRT Smartrent Inc. | 0.03% | 626,893 | $759K | No change |
| OWLT Owlet Inc. | 0.01% | 35,252 | $130K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −7.08 |
Portfolio Buys Q4 2024 → Q1 2025
| AMD Advanced Micro Devices | New | 3.49% | +3.49 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $4.4B | RIVN, XE, BETA, ALAB, MRVL |
| Q1 2026 | 5 | $2.6B | RIVN, BETA, MRVL, ALAB, NAUT |
| Q4 2025 | 6 | $3.5B | RIVN, BETA, ALAB, MRVL, NAUT |
| Q3 2025 | 7 | $2.5B | RIVN, VITL, ALAB, MRVL, NAUT |
| Q2 2025 | 9 | $2.4B | RIVN, AMD, VITL, IONQ, ALAB |
| Q1 2025 | 9 | $2.4B | RIVN, ATSG, AMD, VITL, ALAB |
| Q4 2024 | 9 | $2.7B | RIVN, ATSG, TWLO, VITL, ALAB |
| Q3 2024 | 10 | $2.2B | RIVN, ATSG, TWLO, VITL, IONQ |
| Q2 2024 | 10 | $2.5B | RIVN, ATSG, TWLO, VITL, ALAB |
| Q1 2024 | 10 | $2.1B | RIVN, ATSG, TWLO, VITL, ALAB |