As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus 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’ve also uncovered a number of common stocks that investing gurus have bought, or hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘This One Stock Is Popular With Investing Gurus’. 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 approximately $365 billion in estimated physical/digital gross merchandise volume (GMV) 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 82% in the past twelve months.
(Source: Morningstar)
Investing gurus who bought, or hold Amazon stock in their portfolios include:
Ken Fisher – 1,650,329 shares
Ken Griffin – 769,929 shares
Andreas Halvorsen – 612,886 shares
Chase Coleman – 593,030 shares
Cliff Asness – 589,126 shares
Warren Buffett – 533,300 shares
David Tepper – 225,000 shares
Dan Loeb – 210,000 shares
Steve Cohen – 132,302 shares
Tom Gayner – 98,442 shares
Lee Ainslie – 92,897 shares
Stanley Druckenmiller – 85,235 shares
Bill Miller – 51,055 shares
Joel Greenblatt – 20,889 shares
Wally Weitz – 16,000 shares
Jonathon Soros – 13,000 shares
Leon Cooperman – 11,500 shares
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