Form 13-F position report

AMAZON COM INC;COM USD0.01

Reported by Telemark Asset Management LLC

AMZN CUSIP 023135106 Manager CIK 0001420816

Reported 200,000 shares, unchanged from the prior quarter.

Reported value 14.4%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 3.44% This manager · Q2 2026
Shares 200,000 Quarter-end amount reported
Reported value $47,668,000 Fair value at quarter end
Consecutive quarters held 52 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 98551000
2021-12-31 100030000
2022-03-31 81499000
2022-06-30 21242000
2022-09-30 22600000
2022-12-31 16800000
2023-03-31 20658000
2023-06-30 39108000
2023-09-30 31780000
2023-12-31 37985000
2024-03-31 45095000
2024-06-30 48312500
2024-09-30 46582500
2024-12-31 54847500
2025-03-31 38052000
2025-06-30 43878000
2025-09-30 43914000
2025-12-31 46164000
2026-03-31 41654000
2026-06-30 47668000

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for AMAZON COM INC;COM USD0.01 held by Telemark Asset Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Unchanged 200,000 0 (0.0%) 3.44% $47,668,000 2026-08-10
Q1 2026 Unchanged 200,000 0 (0.0%) 3.85% $41,654,000 2026-05-12
Q4 2025 Unchanged 200,000 0 (0.0%) 4.61% $46,164,000 2026-02-11
Q3 2025 Unchanged 200,000 0 (0.0%) 4.17% $43,914,000 2025-11-10
Q2 2025 Unchanged 200,000 0 (0.0%) 3.98% $43,878,000 2025-08-12
Q1 2025 Reduced 200,000 -50,000 (-20.0%) 4.98% $38,052,000 2025-05-12
Q4 2024 Unchanged 250,000 0 (0.0%) 5.47% $54,847,500 2025-02-10
Q3 2024 Unchanged 250,000 0 (0.0%) 4.7% $46,582,500 2024-11-12
Q2 2024 Unchanged 250,000 0 (0.0%) 4.2% $48,312,500 2024-08-09
Q1 2024 Unchanged 250,000 0 (0.0%) 4.66% $45,095,000 2024-05-10
Q4 2023 Unchanged 250,000 0 (0.0%) 5.66% $37,985,000 2024-02-12
Q3 2023 Reduced 250,000 -50,000 (-16.7%) 4.82% $31,780,000 2023-11-09
Q2 2023 Added 300,000 +100,000 (50.0%) 5.31% $39,108,000 2023-08-10
Q1 2023 Unchanged 200,000 0 (0.0%) 3.07% $20,658,000 2023-05-11
Q4 2022 Unchanged 200,000 0 (0.0%) 2.55% $16,800,000 2023-02-10
Q3 2022 Unchanged 200,000 0 (0.0%) 3.55% $22,600,000 2022-11-10
Q2 2022 Reduced 200,000* -300,000 (-60.0%) 3.59% $21,242,000 2022-08-11
Q1 2022 Reduced 25,000 -5,000 (-16.7%) 7.2% $81,499,000 2022-05-11
Q4 2021 Unchanged 30,000 0 (0.0%) 7.15% $100,030,000 2022-02-10
Q3 2021 Unchanged 30,000 0 (0.0%) 7.13% $98,551,000 2021-11-12
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

6286 managers reported AMAZON COM INC;COM USD0.01 for Q2 2026.

Managers reporting AMAZON COM INC;COM USD0.01 in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 748,403,539 +12,838,547 2.65% $178,374,499,401 8 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Added 635,764,130 +4,587,925 3.24% $151,528,022,744 2 qtrs
STATE STREET CORPORATION Added 397,186,958 +6,736,637 2.8% $94,665,539,570 43 qtrs
FMR LLC Added 365,660,364 +6,961,673 3.78% $87,151,491,452 53 qtrs
GEODE CAPITAL MANAGEMENT LLC Reduced 233,211,684 -16,373 2.95% $55,402,982,683 53 qtrs
MORGAN STANLEY Added 179,376,541 +5,450,685 2.26% $42,752,605,304 53 qtrs
JPMorgan Chase & Co Reduced 167,979,147 -958,430 2.23% $40,338,513,277 53 qtrs
Invesco Ltd Added 143,818,328 +5,064,810 2.71% $34,277,660,305 53 qtrs
NORGES BANK New 140,565,601 +140,565,601 3.34% $33,502,405,342 53 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced 121,626,899 -5,385,950 1.31% $28,988,555,109 2 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 10, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
200,000
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.