LongAMZNAug 2026
Amazon.com, Inc.
Amazon delivered a strong quarter, with AWS revenue growth accelerating to 37% and operating margins expanding meaningfully. The company continues investing to satisfy demand for…
AMZN
Which hedge funds are long AMZN?
10 published ideas on Amazon.com, Inc. across 10 funds — 10 long and 0 short.
Amazon.com hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Amazon.com: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
- Artisan Global Opportunities Fund
- Hinde Group LLC
- Weitz Large Cap Equity Fund
- Artemis US Select Fund
- Eagle Capital Management, LLC
- Loomis Sayles Global Growth Fund
- Edgewood Management LLC
- Edgewood Management LLC - Large Cap Growth Composite
- Stewart Asset Management Team at Ingalls Investment Management, LLC
- Pershing Square Capital Management, L.P.
Long theses
LongAMZNAug 2026
Amazon.com, Inc.
Hinde Group materially increased its Amazon position after shares sold off on concerns about the scale and prospective returns of Amazon's AI infrastructure investments. The fund…
LongAMZNJul 2026
Amazon.com, Inc.
Amazon is one of the fund's large hyperscaler positions and remained in favor during the second quarter. The investment case rests partly on its competitive positioning as a…
LongAMZNJun 2026
Amazon.com
Artemis added to Amazon after the shares lagged during a rotation away from large technology companies funding AI infrastructure. The team prefers Amazon within the hyperscalers…
LongAMZNJun 2026
Amazon.com, Inc.
Amazon is Eagle's preferred hyperscaler because AWS combines scale, ecosystem advantages and internal silicon with a broader diversified business. The firm believes AWS can…
LongAMZNJun 2026
Amazon.com
Amazon possesses strong competitive advantages in both e-commerce and cloud computing through scale, technology, logistics, network effects and brand. AWS remains the largest…
LongAMZNJun 2026
Amazon.com
Edgewood sees AWS as Amazon's primary profit engine, with AI workloads reaccelerating growth and a higher-margin mix lifting company-wide profitability. Custom silicon such as…
LongAMZNJun 2026
Amazon.com
Edgewood sees AWS as Amazon's primary growth and profit engine, with AI workloads supporting a reacceleration toward high-20s percentage growth and margins above 35%. Custom…
LongAMZNJun 2026
Amazon.com, Inc.
Stewart owns Amazon as one of the major hyperscalers hosting AI models and supplying computing services to the rapidly developing AI ecosystem. Amazon has been a portfolio…
LongAMZNFeb 2026
Amazon
We initiated a position in Amazon at a highly attractive valuation, believing it operates two world-class franchises. AI adoption is accelerating AWS’s growth, and we expect…