Amazon Com Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Amazon Com Inc. reported 7 stock positions worth $2.5 billion. Its top holding was Rivian Automotive Class A (RIVN) at 94.4% of the portfolio, followed by Vital Farms (VITL, 2.6%) and Astera Labs (ALAB, 2.2%). Compared with Q2 2025, it sold out of 2. The biggest sale was an exit from Advanced Micro Devices (AMD).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001018724
Portfolio Value
$2.5B (Q3 2025)
SEC Filing
0001104659-25-106286 ↗ filed Nov 4, 2025

Holdings Value

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

Holdings 7 stocks · $2.5B
RIVN Rivian Automotive Inc. Class A 94.37% 158,363,834 $2.3B No change
VITL Vital Farms Inc. 2.55% 1,529,230 $62.9M No change
ALAB Astera Labs Inc. 2.21% 277,777 $54.4M No change
MRVL Marvell Technology Inc. 0.77% 225,428 $19.0M No change
NAUT Nautilus Biotechnology Inc. 0.05% 1,457,055 $1.2M No change
SMRT Smartrent Inc. 0.04% 626,893 $884K No change
OWLT Owlet Inc. 0.01% 35,252 $299K No change

Portfolio Sells Q2 2025 → Q3 2025
AMD Advanced Micro Devices Sold out 0.00% −4.80
IONQ Ionq Inc. Sold out 0.00% −1.51

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

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