As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we also uncovered a number of superinvestors that currently hold stocks that don’t appear in our screens at the moment. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying‘ which features one stock that appears in a number of superinvestor portfolos, and who’s buying it, or holding it. This week we’ll take a look at:
Amazon.com, Inc. (NASDAQ: AMZN)
Amazon is among the world’s highest-grossing online retailers, with $281 billion in net sales and roughly $365 billion in estimated physical/digital gross merchandise volume in 2019. Online product and digital media sales accounted for 50% of net revenue in 2019, followed by commissions, related fulfillment and shipping fees, and other third-party seller services (19%), Amazon Web Services’ cloud computing, storage, database, and other offerings (13%), Prime membership fees and other subscription-based services (7%), product sales at Whole Foods and other physical store retail formats (6%), and advertising services and cobranded credit cards (5%). International segments constituted 27% of Amazon’s non-AWS sales in 2019, led by Germany, the United Kingdom, and Japan.
A quick look at the price chart below for Amazon shows us that the stock is up 17% in the past twelve months.
(Source: Morningstar)
Superinvestors who currently hold positions in Amazon include:
Ken Fisher – 1,619,314 shares
Ken Griffin – 613,804 shares
Chase Coleman – 612,040 shares
Chris Davis – 607,030 shares
Warren Buffett – 537,300 shares
Stephen Mandel – 515,504 shares
Cliff Asness – 430,116 shares
Jim Simons – 337,255 shares
David Tepper – 291,500 shares
Steve Cohen – 198,338 shares
Tom Gayner – 98,442 shares
Dan Loeb – 70,000 shares
Bill Miller – 60,531 shares
Ron Baron – 48,764 shares
Stanley Druckenmiller – 22,218 shares
Wally Weitz – 19,500 shares
Leon Cooperman – 11,500 shares
Joel Greenblatt – 10,341 shares
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