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 recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying’. This week we’ll take a look at:
Amazon.com, Inc. (NASDAQ: AMZN)
Amazon is a leading online retailer and one of the highest-grossing e-commerce aggregators, with $386 billion in net sales and approximately $482 billion in estimated physical/digital online gross merchandise volume, or GMV, in 2020. Retail related revenue represented approximately 83% of total, followed by Amazon Web Services’ cloud computing, storage, database, and other offerings (12%), and advertising services and cobranded credit cards (6%). International segments constituted 27% of Amazon’s non-AWS sales in 2020, led by Germany, the United Kingdom, and Japan.
A quick look at the price chart below for the company shows us that the stock is down 14% in the past twelve months.
(Source: Morningstar)
Superinvestors who recently bought, or continue to hold the stock in their portfolios include:
(Shares)
David Polen – 1,473,347
Steve Mandel – 617,321
Warren Buffett – 533,300
Terry Smith – 425,426
Chase Coleman – 353,292
Andreas Halvorsen – 278,199
Dan Loeb – 235,000
David Tepper – 70,000
Bill Miller – 38,159
Leon Cooperman – 10,000
Francois Rochon – 758
Sequoia – 660
David Katz – 265
Glenn Greenberg – 70
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