AMZN
Amazon.com, Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +8.8% ·
flujo de acciones +3.1% ·
nuevas posiciones netas +8.1%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 209 | +3 | 5.82B | $1.39T | +4 | −2 |
| Q1 2026 | 211 | -2 | 5.71B | $1.19T | +4 | −7 |
| Q4 2025 | 212 | +3 | 5.99B | $1.38T | +4 | n/a |
| Q3 2025 | 42 | 0 | 3.56B | $781.21B | +1 | −2 |
| Q2 2025 | 40 | -1 | 3.12B | $683.25B | +1 | −2 |
| Q1 2025 | 38 | +1 | 1.20B | $228.36B | +1 | n/a |
| Q4 2024 | 37 | +3 | 1.21B | $265.18B | +3 | n/a |
| Q3 2024 | 33 | -2 | 808.50M | $150.51B | n/a | −2 |
| Q2 2024 | 35 | n/a | 833.26M | $160.92B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 364.86M | n/a | $80.05B | 3.2% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 204.93M | +2.5% | $44.84B | 3.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | T. Rowe Price ✦ | 182.81M | +2.3% | $40.11B | 4.6% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (pasivo) | 124.28M | +4.9% | $27.27B | 3.6% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 66.39M | -5.7% | $14.56B | 2.7% | ▼ Trim | 3 | SEC ↗ ×9 |
| 6 | Capital World Investors ✦ | 65.71M | +36.8% | $14.42B | 2.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Fisher Asset Management ✦ | 45.16M | +1.1% | $9.91B | 3.9% | ▲ Add | 3 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 36.05M | -6.3% | $7.91B | 6.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 9 | Dodge & Cox ✦ | 17.17M | -0.6% | $3.77B | 2.2% | ▼ Trim | 3 | SEC ↗ |
| 10 | Marshall Wace ✦ | 11.31M | -11.1% | $2.48B | 3.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Coatue Management ✦ | 10.67M | -5.3% | $2.34B | 7.9% | ▼ Trim | 3 | SEC ↗ ×7 |
| 12 | Berkshire Hathaway ✦ | 10.00M | 0.0% | $2.19B | 0.8% | Held | 3 | SEC ↗ ×2 |
| 13 | Adage Capital Partners ✦ | 8.91M | -3.3% | $1.96B | 3.4% | ▼ Trim | 3 | SEC ↗ |
| 14 | Tiger Global Management ✦ | 6.42M | 0.0% | $1.41B | 5.3% | Held | 3 | SEC ↗ |
| 15 | PRIMECAP Management ✦ | 5.49M | +24.7% | $1.21B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 5.38M | +8.2% | $1.18B | 1.5% | ▲ Add | 3 | SEC ↗ ×6 |
| 17 | D. E. Shaw & Co. ✦ | 4.44M | -1.7% | $974.75M | 1.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Millennium Management ✦ | 4.33M | +262.6% | $949.44M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 4.18M | Nuevo | $917.68M | 2.6% | New | 1 | SEC ↗ |
| 20 | Lone Pine Capital ✦ | 3.79M | -30.9% | $831.28M | 6.2% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 3.67M | +683.6% | $804.41M | 0.8% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Arrowstreet Capital ✦ | 3.46M | +173.6% | $759.43M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 23 | Third Point ✦ | 3.45M | -6.8% | $756.90M | 10.2% | ▼ Trim | 3 | SEC ↗ |
| 24 | Harris Associates (Oakmark) ✦ | 3.23M | -12.4% | $708.42M | 1.2% | ▼ Trim | 3 | SEC ↗ |
| 25 | Viking Global Investors ✦ | 2.61M | -35.5% | $573.50M | 1.9% | ▼ Trim | 3 | SEC ↗ |
| 26 | Appaloosa ✦ | 2.60M | -18.8% | $570.41M | 8.8% | ▼ Trim | 3 | SEC ↗ |
| 27 | Markel Group ✦ | 2.03M | 0.0% | $445.53M | 3.9% | Held | 3 | SEC ↗ ×2 |
| 28 | Two Sigma Investments ✦ | 1.20M | +7557.6% | $263.76M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 29 | Bridgewater Associates ✦ | 919.79K | -34.8% | $201.79M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 30 | ARK Investment Management ✦ | 895.09K | +156.6% | $196.37M | 1.6% | ▲ Add | 3 | SEC ↗ |
| 31 | Altimeter Capital ✦ | 871.23K | -3.4% | $191.14M | 3.4% | ▼ Trim | 3 | SEC ↗ |
| 32 | ValueAct Capital ✦ | 536.90K | Nuevo | $117.79M | 2.7% | New | 1 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 349.69K | -4.5% | $76.72M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 34 | Glenview Capital ✦ | 333.32K | -29.9% | $73.13M | 1.8% | ▼ Trim | 3 | SEC ↗ |
| 35 | Soros Fund Management ✦ | 332.20K | +18.6% | $72.88M | 1.8% | ▲ Add | 3 | SEC ↗ |
| 36 | Duquesne Family Office ✦ | 328.40K | Nuevo | $72.05M | 2.0% | New | 1 | SEC ↗ |
| 37 | GAMCO Investors ✦ | 135.93K | -6.5% | $29.82M | 0.3% | ▼ Trim | 3 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Point72 Asset Management | $917.68M | 2.6% |
| ValueAct Capital | $117.79M | 2.7% |
| Duquesne Family Office | $72.05M | 2.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 5,923 tenedores, 6.72B acciones, $1.34T declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 1.00K acc. · $251,500
Officer · 1.00K acc. · $254,770
Officer · 9.26K acc. · $2.40M
Officer, Director · 1.81K acc. · $471,571
Officer · 675 acc. · $173,992
Officer · 780 acc. · $201,693
Officer · 888 acc. · $231,169
Officer · 1.14K acc. · $293,265
Officer · 1.78K acc. · $460,889
Officer · 2.13K acc. · $553,798
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología