Amazon Com Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Amazon Com Inc. reported 9 stock positions worth $2.4 billion. Its top holding was Rivian Automotive Class A (RIVN) at 89.4% of the portfolio, followed by Advanced Micro Devices (AMD, 4.8%) and Vital Farms (VITL, 2.4%). Compared with Q1 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in Ionq (IONQ) and the biggest sale an exit from Air Transport Services (ATSG).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001018724
- Portfolio Value
- $2.4B (Q2 2025)
- SEC Filing
- 0001104659-25-074202 ↗ filed Aug 5, 2025
Holdings Value
Holdings 9 stocks · $2.4B
| RIVN Rivian Automotive Inc. Class A | 89.44% | 158,363,834 | $2.2B | No change |
| AMD Advanced Micro Devices | 4.80% | 822,234 | $116.7M | No change |
| VITL Vital Farms Inc. | 2.42% | 1,529,230 | $58.9M | No change |
| IONQ Ionq Inc. | 1.51% | 854,207 | $36.7M | New |
| ALAB Astera Labs Inc. | 1.03% | 277,777 | $25.1M | No change |
| MRVL Marvell Technology Inc. | 0.72% | 225,428 | $17.4M | No change |
| NAUT Nautilus Biotechnology Inc. | 0.04% | 1,457,055 | $1.1M | No change |
| SMRT Smartrent Inc. | 0.03% | 626,893 | $621K | No change |
| OWLT Owlet Inc. | 0.01% | 35,252 | $296K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ATSG Air Transport Services Group | Sold out | 0.00% | −11.81 |
Portfolio Buys Q1 2025 → Q2 2025
| IONQ Ionq Inc. | New | 1.51% | +1.51 |
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 |