Clare Market Investments LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Clare Market Investments LLC reported 173 stock positions worth $548.0 million. Its top holding was Apple (AAPL) at 12.6% of the portfolio, followed by Amazon.com (AMZN, 10.4%) and Microsoft (MSFT, 7.3%). Compared with Q1 2026, it opened 32 new positions, sold out of 26, added to 49 and reduced 68. The biggest buy was Intel (INTC, shares +22%) and the biggest sale Netflix (NFLX, shares −4%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0002054098
Portfolio Value
$548.0M (Q2 2026)
SEC Filing
0002085853-26-000875 ↗ filed Jul 27, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $320.9M Q1 2024 Q2 2024: $357.9M Q2 2024 Q3 2024: $381.6M Q3 2024 Q4 2024: $421.4M Q4 2024 Q1 2025: $379.5M Q1 2025 Q2 2025: $450.5M Q2 2025 Q3 2025: $499.6M Q3 2025 Q1 2026: $478.0M Q1 2026 Q2 2026: $548.0M $548.0M Q2 2026

Holdings 173 stocks · $548.0M

AAPL Apple Inc. 12.63% 239,130 $69.2M Add +0.1%
AMZN Amazon.com Inc. 10.41% 239,471 $57.1M Add +1.4%
MSFT Microsoft Corp. 7.30% 107,192 $40.0M Add +3.2%
GOOG Alphabet Inc. Class C 6.66% 103,229 $36.5M Add +2.8%
GOOGL Alphabet Inc. Class A 5.45% 83,586 $29.9M Reduce -0.6%
NVDA Nvidia Corp. 3.50% 95,856 $19.2M Add +15.5%
META Meta Platforms Inc. Class A 3.05% 29,632 $16.7M Reduce -4.1%
AXON Axon Enterprise Inc. 2.63% 25,713 $14.4M Add +12.2%
TPL Texas Pacific Land Corp. 2.43% 30,406 $13.3M No change
QQQ Invesco QQQ Trust Series 1 2.14% 15,897 $11.7M Add +11.3%
INTC Intel Corp. 2.11% 82,780 $11.6M Add +22.1%
NFLX Netflix Inc. 1.78% 136,890 $9.8M Reduce -4.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.61% 11,846 $8.8M Add +17.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.54% 4,234 $8.4M Add +33.9%
BRK.B Berkshire Hathaway Inc. Class B 1.45% 15,890 $8.0M Reduce -2.3%
AVGO Broadcom Inc. 1.43% 20,747 $7.8M Add +13.1%
AMLP Alerian MLP ETF 1.14% 120,740 $6.3M Add +4.7%
GLD SPDR Gold Shares 0.96% 14,310 $5.3M Reduce -8.7%
AMD Advanced Micro Devices 0.92% 8,720 $5.1M Reduce -23.7%
LLY Eli Lilly & Co. 0.92% 4,212 $5.1M Reduce -0.1%
PANW Palo Alto Networks Inc. 0.89% 14,373 $4.9M Reduce -5.7%
AUR Aurora Innovation Inc. 0.84% 676,608 $4.6M Add +3.4%
UBER Uber Technologies Inc. 0.81% 61,251 $4.4M Reduce -23.8%
HOOD Robinhood Markets Inc. Class A 0.76% 41,514 $4.2M Add +4.5%
WM Waste Management Inc. 0.75% 18,492 $4.1M Reduce -6.6%
ANET Arista Networks Inc. 0.72% 23,100 $3.9M Reduce -0.7%
COR Cencora Inc. 0.71% 13,790 $3.9M No change
TSM Taiwan Semiconductor-SP ADR 0.68% 7,778 $3.7M Reduce -1.3%
JPM JPMorgan Chase & Co. 0.64% 10,789 $3.5M Reduce -18.1%
PLTR Palantir Technologies Inc. Class A 0.59% 27,635 $3.2M Reduce -1.5%
CAT Caterpillar Inc. 0.51% 2,645 $2.8M Reduce -2.2%
ORCL Oracle Corp. 0.50% 18,692 $2.7M Add +24.9%
ZS Zscaler Inc. 0.50% 19,237 $2.7M Reduce -37.2%
PTON Peloton Interactive Inc. Class A 0.48% 442,150 $2.6M Add +378.0%
DELL Dell Technologies -C 0.48% 6,045 $2.6M New
KO The Coca-Cola Co. 0.45% 30,654 $2.5M Reduce -0.1%
IBIT iShares Bitcoin Trust ETF 0.44% 73,100 $2.4M Reduce -14.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.44% 53,652 $2.4M Reduce -30.0%
UNP Union Pacific Corp. 0.41% 8,353 $2.3M Add +1.5%
ISRG Intuitive Surgical Inc. 0.37% 5,091 $2.0M Reduce -8.3%
ROG Rogers Corp. 0.37% 12,325 $2.0M New
MCK McKesson Corp. 0.36% 2,640 $2.0M Reduce -0.9%
SLV iShares Silver Trust 0.36% 36,467 $1.9M Reduce -0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.35% 6,727 $1.9M New
WMT Walmart Inc. 0.32% 15,336 $1.7M Add +12.2%
AEM Agnico Eagle Mines Ltd. 0.32% 11,185 $1.7M Reduce -0.9%
CVX Chevron Corp. 0.31% 10,286 $1.7M Add +221.4%
TSLA Tesla Inc. 0.31% 4,040 $1.7M Add +16.7%
L Loews Corp. 0.31% 14,790 $1.7M Reduce -1.3%
COST Costco Wholesale Corp. 0.30% 1,772 $1.7M Add +18.6%
SBR Sabine Royalty Trust 0.29% 21,825 $1.6M No change
ENB Enbridge Inc. 0.28% 28,499 $1.5M No change
FNV Franco-Nevada Corp. 0.28% 7,395 $1.5M Reduce -1.1%
TRV The Travelers Cos Inc. 0.28% 4,656 $1.5M Reduce -1.7%
CPER United States Copper Index 0.28% 40,480 $1.5M Add +23.2%
PSA Public Storage 0.28% 4,781 $1.5M Reduce -10.2%
FDVV Fidelity High Dividend ETF 0.27% 24,800 $1.5M Reduce -2.0%
VZ Verizon Communications Inc. 0.26% 33,129 $1.4M Add +249.6%
UNH Unitedhealth Group Inc. 0.25% 3,300 $1.4M Add +3.8%
VGT Vanguard Info Tech ETF 0.23% 10,761 $1.3M Add +3.5%
GS Goldman Sachs Group Inc. 0.22% 1,205 $1.2M Add +3.7%
SNDK Sandisk Corp. 0.22% 529 $1.2M New
VRT Vertiv Holdings Co. Class A 0.21% 3,500 $1.2M New
FCX Freeport-McMoran Inc. 0.21% 18,256 $1.1M Reduce -2.0%
QQQM Invesco Nasdaq 100 ETF 0.21% 3,750 $1.1M Add +22.8%
LECO Lincoln Electric Holdings 0.21% 4,275 $1.1M No change
RIVN Rivian Automotive Inc. Class A 0.20% 64,300 $1.1M Add +5.7%
XLV SS Health Care Select Sector 0.20% 6,938 $1.1M Add +106.1%
AB Alliancebernstein Holding LP 0.20% 31,250 $1.1M Add +56.3%
CRWD CrowdStrike Holdings Inc. Class A 0.20% 1,415 $1.1M Reduce -21.0%
SHOP Shopify Inc. Class A 0.19% 9,350 $1.1M Reduce -17.4%
IEMG iShares Core MSCI Emerging 0.19% 12,701 $1.1M Reduce -2.3%
NEE Nextera Energy Inc. 0.19% 11,730 $1.0M Reduce -14.3%
ALB Albemarle Corp. 0.19% 7,605 $1.0M No change
BKNG Booking Holdings Inc. 0.19% 5,725 $1.0M Add +6.5%
XLK SS Technology Select Sector 0.18% 5,168 $985K Reduce -9.0%
ACWX iShares MSCI Acwi Ex US ETF 0.18% 12,830 $976K No change
MDT Medtronic PLC 0.18% 12,277 $960K Reduce -11.2%
SHY iShares 1-3 Year Treasury Bo 0.17% 11,504 $945K Add +4.6%
XLY SS Consumer Disc Select Sect 0.17% 7,887 $925K Add +28.8%
VONV Vanguard Russell 1000 Value 0.17% 8,570 $911K Reduce -5.5%
IXUS iShares Core Intl Stock ETF 0.16% 9,355 $893K No change
HEI Heico Corp. 0.16% 2,500 $890K No change
OKE Oneok Inc. 0.16% 10,200 $887K Reduce -2.9%
WTTR Select Water Solutions Inc. 0.16% 44,329 $886K Reduce -4.2%
HSY The Hershey Co. 0.16% 4,930 $865K No change
ITW Illinois Tool Works 0.16% 3,190 $863K No change
COPX Global X Copper Miners ETF 0.16% 11,102 $855K Add +22.2%
VONG Vanguard Russell 1000 Growth 0.15% 6,335 $810K Reduce -0.4%
UNG US Natural Gas Fund LP 0.15% 68,100 $798K New
CW Curtiss-Wright Corp. 0.14% 1,030 $780K No change
GLW Corning Inc. 0.14% 3,000 $766K Add +71.4%
BRK.A Berkshire Hathaway Inc. Class A 0.14% 1 $749K No change
CRM Salesforce Inc. 0.14% 4,738 $742K Reduce -13.4%
IJR iShares Core S&P Small-Cap E 0.12% 4,546 $674K Reduce -0.8%
ONDS Ondas Inc. 0.12% 77,775 $641K Reduce -9.7%
MA Mastercard Inc. Class A 0.12% 1,237 $635K Reduce -0.1%
SOXX iShares Semiconductor ETF 0.12% 990 $634K New
KWEB Kranesh Csi China Internet 0.12% 25,871 $633K New
CTVA Corteva Inc. 0.12% 7,450 $631K No change
VEEV Veeva Systems Inc. Class A 0.11% 3,440 $610K New
REMX Vaneck Rar Earth ND STG-Usdi 0.11% 6,757 $598K Reduce -50.7%
VOO Vanguard S&P 500 ETF 0.11% 867 $595K No change
XLI SS Industrial Select Sector 0.11% 3,212 $595K Add +61.3%
WDAY Workday Inc. Class A 0.11% 4,840 $593K New
NRG NRG Energy Inc. 0.11% 4,050 $592K No change
LASR Nlight Inc. 0.11% 8,460 $589K New
HD Home Depot Inc. 0.11% 1,659 $585K Reduce -26.3%
PL Planet Labs PBC 0.11% 17,600 $583K New
MU Micron Technology Inc. 0.11% 500 $577K New
XBI SS SPDR S&P Biotech ETF 0.10% 3,552 $562K New
MUB iShares National Muni Bond E 0.10% 5,100 $549K No change
TTMI TTM Technologies 0.10% 2,916 $545K Reduce -60.0%
CCJ Cameco Corp. 0.10% 5,350 $545K No change
ICOP iShares Copper and Metals 0.10% 11,001 $542K Add +0.5%
ETN Eaton Corp. PLC 0.10% 1,270 $541K New
XLF SS Financial Select Sector 0.10% 10,041 $538K Add +96.0%
ASTS Ast Spacemobile Inc. 0.10% 6,020 $535K Add +0.2%
IBB iShares Biotechnology ETF 0.10% 2,760 $525K Reduce -5.0%
QCOM Qualcomm Inc. 0.10% 2,816 $520K New
SCHD Schwab US DVD Equity ETF 0.09% 16,000 $507K Reduce -8.6%
EPD Enterprise Products Partners 0.09% 13,722 $504K Add +0.3%
MHD BlackRock Muniholdings Fund 0.09% 42,115 $501K Add +0.0%
AGG iShares Core U.S. Aggregate 0.09% 4,985 $493K Reduce -12.7%
SMA Smartstop Self Storage REIT 0.09% 14,744 $479K Add +1.3%
NXT Nextpower Inc. 0.09% 3,971 $473K Reduce -50.0%
IWO iShares Russell 2000 Growth 0.09% 1,198 $472K Reduce -3.9%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.08% 891 $465K Add +6.3%
UL Unilever PLC-Sponsored ADR 0.08% 7,698 $463K Reduce -5.4%
IMVP Invesco India Exchange-Trade 0.08% 22,709 $456K Reduce -12.9%
MCD McDonald's Corp. 0.08% 1,625 $439K Reduce -17.4%
RKLB Rocket Lab Corp. 0.08% 4,295 $437K Add +0.2%
ADBE Adobe Inc. 0.08% 2,110 $433K New
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 4,959 $427K No change
PM Philip Morris International 0.07% 2,193 $397K Add +5.3%
MXL Maxlinear Inc. 0.07% 3,050 $390K New
PI Impinj Inc. 0.07% 2,685 $385K New
LRCX Lam Research Corp. 0.07% 885 $384K New
CRWV Coreweave Inc. Class A 0.07% 3,795 $378K Reduce -11.3%
XLP SS Consumer Staples Sel Sect 0.07% 4,311 $358K New
BLK BlackRock Inc. 0.06% 367 $353K Add +43.9%
ABBV Abbvie Inc. 0.06% 1,398 $352K Add +0.9%
MOAT Vaneck Morningstar Wide Moat 0.06% 3,329 $346K Reduce -18.4%
CSCO Cisco Systems Inc. 0.06% 2,941 $345K Reduce -0.2%
DOCU Docusign Inc. 0.06% 7,773 $345K New
DBA Invesco DB Agriculture Fund 0.06% 12,428 $331K Reduce -7.5%
OEF iShares S&P 100 ETF 0.06% 895 $327K No change
MRK Merck & Co. Inc. 0.06% 2,548 $327K Reduce -6.8%
LNG Cheniere Energy Inc. 0.06% 1,352 $323K Reduce -49.5%
CGNX Cognex Corp. 0.06% 4,310 $312K New
IGV iShares Expanded Tech-Softwa 0.05% 3,315 $300K Reduce -41.6%
IJH iShares Core S&P Midcap ETF 0.05% 3,825 $295K Reduce -2.5%
APLD Applied Digital Corp. 0.05% 7,680 $286K New
PG The Procter & Gamble Co. 0.05% 1,944 $285K Add +1.4%
SMH Vaneck Semiconductor ETF 0.05% 420 $275K Reduce -36.4%
DASH DoorDash Inc. Class A 0.05% 1,470 $271K New
YOU Clear Secure Inc. Class A 0.05% 4,775 $266K New
URI United Rentals Inc. 0.05% 231 $261K New
SO The Southern Co. 0.05% 2,650 $254K No change
DLR Digital Realty Trust Inc. 0.04% 1,299 $233K Add +0.5%
IWP iShares Russell Mid-Cap Grow 0.04% 1,534 $225K Reduce -1.9%
GE General Electric filed as GE AEROSPACE 0.04% 600 $224K New
AES AES Corp. 0.04% 15,000 $220K No change
IYH iShares U.S. Healthcare ETF 0.04% 3,250 $218K No change
ETHE Grayscale Ethereum Staking E 0.04% 16,630 $212K New
IWM iShares Russell 2000 ETF 0.04% 696 $209K Reduce -24.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.04% 4,000 $202K New
QUBT Quantum Computing Inc. 0.03% 17,985 $174K New
EVLV Evolv Technologies Holdings 0.03% 29,068 $169K Reduce -73.3%
COMP Compass Inc. Class A 0.03% 11,700 $144K Reduce -51.6%
ETHA iShares Ethereum Trust ETF 0.02% 10,910 $130K Reduce -18.1%
GSOL Grayscale Solana Staking ETF 0.02% 19,400 $107K New
BITO Proshares Bitcoin ETF-Usd 0.02% 11,650 $93K No change

Options reported separately and not counted above: AMD puts ($58K).

Portfolio Sells Q1 2026 → Q2 2026

NFLX Netflix Inc. Reduce -4.3% 1.78% −1.09
META Meta Platforms Inc. Class A Reduce -4.1% 3.05% −0.65
XOM Exxon Mobil Corp. Sold out 0.00% −0.64
GLD SPDR Gold Shares Reduce -8.7% 0.96% −0.45
ZS Zscaler Inc. Reduce -37.2% 0.50% −0.40
UBER Uber Technologies Inc. Reduce -23.8% 0.81% −0.40
ROK Rockwell Automation Inc. Sold out 0.00% −0.34
NOW ServiceNow Inc. Sold out 0.00% −0.33
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -30.0% 0.44% −0.29
PLTR Palantir Technologies Inc. Class A Reduce -1.5% 0.59% −0.27
AVAV Aerovironment Inc. Sold out 0.00% −0.26
IBIT iShares Bitcoin Trust ETF Reduce -14.8% 0.44% −0.25
DIS The Walt Disney Co. Sold out 0.00% −0.21
WM Waste Management Inc. Reduce -6.6% 0.75% −0.20
BWXT BWX Technologies Inc. Sold out 0.00% −0.19
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.3% 1.45% −0.18
FTNT Fortinet Inc. Sold out 0.00% −0.17
JPM JPMorgan Chase & Co. Reduce -18.1% 0.64% −0.17
SLV iShares Silver Trust Reduce -0.4% 0.36% −0.17
ISRG Intuitive Surgical Inc. Reduce -8.3% 0.37% −0.17
AEM Agnico Eagle Mines Ltd. Reduce -0.9% 0.32% −0.16
REMX Vaneck Rar Earth ND STG-Usdi Reduce -50.7% 0.11% −0.14
BSX Boston Scientific Corp. Sold out 0.00% −0.13
SVXY Proshares Short Vix St Futur Sold out 0.00% −0.12
SOFI Sofi Technologies Inc. Sold out 0.00% −0.12
MCK McKesson Corp. Reduce -0.9% 0.36% −0.12
NXT Nextpower Inc. Reduce -50.0% 0.09% −0.11
EVLV Evolv Technologies Holdings Reduce -73.3% 0.03% −0.11
FNV Franco-Nevada Corp. Reduce -1.1% 0.28% −0.11
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.10
LNG Cheniere Energy Inc. Reduce -49.5% 0.06% −0.10
D Dominion Energy Inc. Sold out 0.00% −0.10
ERO Ero Copper Corp. Sold out 0.00% −0.10
SCCO Southern Copper Corp. Sold out 0.00% −0.09
UUUU Energy Fuels Inc. Sold out 0.00% −0.09
SHOP Shopify Inc. Class A Reduce -17.4% 0.19% −0.09
IE Ivanhoe Electric Inc. / US Sold out 0.00% −0.08
NEE Nextera Energy Inc. Reduce -14.3% 0.19% −0.08
CRM Salesforce Inc. Reduce -13.4% 0.14% −0.08
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.08
MDT Medtronic PLC Reduce -11.2% 0.18% −0.08
CNP Centerpoint Energy Inc. Sold out 0.00% −0.05
TTMI TTM Technologies Reduce -60.0% 0.10% −0.05
LMT Lockheed Martin Corp. Sold out 0.00% −0.05
HD Home Depot Inc. Reduce -26.3% 0.11% −0.05
MCD McDonald's Corp. Reduce -17.4% 0.08% −0.05
PFF iShares Preferred & Income S Sold out 0.00% −0.05
PYPL PayPal Holdings Inc. Sold out 0.00% −0.05
ONDS Ondas Inc. Reduce -9.7% 0.12% −0.05
CEG Constellation Energy Sold out 0.00% −0.05

Portfolio Buys Q1 2026 → Q2 2026

INTC Intel Corp. Add +22.1% 2.11% +1.48
ASML ASML Holding NV-NY Reg SHS Add +33.9% 1.54% +0.66
GOOG Alphabet Inc. Class C Add +2.8% 6.66% +0.63
AXON Axon Enterprise Inc. Add +12.2% 2.63% +0.59
DELL Dell Technologies -C New 0.48% +0.48
NVDA Nvidia Corp. Add +15.5% 3.50% +0.47
QQQ Invesco QQQ Trust Series 1 Add +11.3% 2.14% +0.41
PTON Peloton Interactive Inc. Class A Add +378.0% 0.48% +0.39
ROG Rogers Corp. New 0.37% +0.37
IBM Intl Business Machines Corp. New 0.35% +0.35
AUR Aurora Innovation Inc. Add +3.4% 0.84% +0.28
SPY SS SPDR S&P 500 ETF Trust-US Add +17.6% 1.61% +0.24
AVGO Broadcom Inc. Add +13.1% 1.43% +0.24
SNDK Sandisk Corp. New 0.22% +0.22
VRT Vertiv Holdings Co. Class A New 0.21% +0.21
HOOD Robinhood Markets Inc. Class A Add +4.5% 0.76% +0.18
CVX Chevron Corp. Add +221.4% 0.31% +0.17
VZ Verizon Communications Inc. Add +249.6% 0.26% +0.16
UNG US Natural Gas Fund LP New 0.15% +0.15
AMZN Amazon.com Inc. Add +1.4% 10.41% +0.12
SOXX iShares Semiconductor ETF New 0.12% +0.12
KWEB Kranesh Csi China Internet New 0.12% +0.12
VEEV Veeva Systems Inc. Class A New 0.11% +0.11
WDAY Workday Inc. Class A New 0.11% +0.11
LASR Nlight Inc. New 0.11% +0.11
PL Planet Labs PBC New 0.11% +0.11
MU Micron Technology Inc. New 0.11% +0.11
XBI SS SPDR S&P Biotech ETF New 0.10% +0.10
ETN Eaton Corp. PLC New 0.10% +0.10
XLV SS Health Care Select Sector Add +106.1% 0.20% +0.10
QCOM Qualcomm Inc. New 0.10% +0.10
GLW Corning Inc. Add +71.4% 0.14% +0.09
ADBE Adobe Inc. New 0.08% +0.08
MXL Maxlinear Inc. New 0.07% +0.07
UNH Unitedhealth Group Inc. Add +3.8% 0.25% +0.07
PI Impinj Inc. New 0.07% +0.07
LRCX Lam Research Corp. New 0.07% +0.07
XLP SS Consumer Staples Sel Sect New 0.07% +0.07
DOCU Docusign Inc. New 0.06% +0.06
CGNX Cognex Corp. New 0.06% +0.06
QQQM Invesco Nasdaq 100 ETF Add +22.8% 0.21% +0.06
APLD Applied Digital Corp. New 0.05% +0.05
DASH DoorDash Inc. Class A New 0.05% +0.05
YOU Clear Secure Inc. Class A New 0.05% +0.05
URI United Rentals Inc. New 0.05% +0.05
XLF SS Financial Select Sector Add +96.0% 0.10% +0.05
VGT Vanguard Info Tech ETF Add +3.5% 0.23% +0.04
AB Alliancebernstein Holding LP Add +56.3% 0.20% +0.04
CPER United States Copper Index Add +23.2% 0.28% +0.04
XLI SS Industrial Select Sector Add +61.3% 0.11% +0.04

Options Activity Q1 2026 → Q2 2026

AMD Advanced Micro Devices put New 100 $58K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 173$548.0MAAPL, AMZN, MSFT, GOOG, GOOGL
Q1 2026 167$478.0MAAPL, AMZN, MSFT, GOOG, GOOGL
Q3 2025 155$499.6MAAPL, AMZN, MSFT, GOOG, META
Q2 2025 143$450.5MAMZN, AAPL, MSFT, META, NFLX
Q1 2025 133$379.5MAAPL, AMZN, MSFT, GOOG, META
Q4 2024 146$421.4MAAPL, AMZN, MSFT, GOOG, GOOGL
Q3 2024 153$381.6MAAPL, AMZN, MSFT, GOOG, GOOGL
Q2 2024 140$357.9MAAPL, AMZN, MSFT, GOOG, GOOGL
Q1 2024 144$320.9MAAPL, AMZN, MSFT, GOOG, GOOGL