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…
AMZN
Which hedge funds are long AMZN?
9 published ideas on Amazon.com, Inc. across 8 funds — 9 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Amazon.com, Inc.: the full 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
Long theses
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
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, 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
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
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 profit engine, with AI workloads reaccelerating growth and a higher-margin mix lifting company-wide profitability. Custom silicon such as…
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…