The Amazon.com Inc (AMZN) stake of Lewis Sanders' Sanders Capital is worth about $7B as of June 30, 2026, according to the 13F-HR filed with the SEC on August 10, 2026: 29.4M shares, 7.01% of the reported portfolio, the 3rd largest of 47 stock positions. Lewis Sanders trimmed the share count by 2% in 2026 Q2.
What did the 2026 Q2 filing report for AMZN?
As of June 30, 2026, from the 13F-HR filed August 10, 2026.
| Value | |
|---|---|
| Portfolio weight | 7.01% |
| Shares | 29.4M |
| Reported value | $7B |
| Rank in portfolio | 3rd of 47 |
| Largest holding | TSM at 12.51% |
| Top three holdings | 29.24% of the book |
| Change this quarter | -2% shares |
How big is the AMZN stake of Lewis Sanders?
AMZN at 7.01% is 3.3 times the average stock position in the Lewis Sanders portfolio, which is 2%. The largest holding is TSM at 12.51%. The three largest stocks together are 29.24% of the reported book. A quarter earlier AMZN was 7.4% of the book.
Where does AMZN sit in the Lewis Sanders portfolio?
AMZN ranks 3rd of 47 stock positions in the Lewis Sanders portfolio at 7.01%, above the fund's average stock position of 2%. The AMZN cut was the 18th largest of the quarter's 48 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Lewis Sanders reported 47 stock positions, with 4 opened and 1 closed. The total portfolio value is about $99.8B, up 19% from the prior quarter.
How long has Lewis Sanders held AMZN?
Lewis Sanders first reported AMZN in the quarter ended June 30, 2024. The weight peaked at 7.4% in 2026 Q1. Last quarter the fund added to the position by 100%. Every reported trade is on the Lewis Sanders AMZN trade history page.
Did other funds buy or sell AMZN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 10, 2026, 29 hold AMZN. One other tracked fund sold out of it. The largest buyers of AMZN this quarter were Dodge & Cox Stock Fund, David Tepper and Seth Klarman. The largest sellers were Eagle Capital Management, Bill Ackman and Chase Coleman III. Every tracked holder of AMZN is on the AMZN ownership page.
FAQ
What is the AMZN stake of Lewis Sanders worth?
Lewis Sanders holds 29.4M shares of AMZN, worth about $7B at June 30, 2026 prices, 7.01% of the reported portfolio.
What share of the Lewis Sanders portfolio is AMZN?
AMZN is 7.01% of the Lewis Sanders portfolio as of 2026 Q2, the 3rd largest of 47 stock positions.
What are the largest holdings of Lewis Sanders?
The largest stock positions of Lewis Sanders as of 2026 Q2 are TSM (12.51%), GOOG (9.72%) and AMZN (7.01%), together 29.24% of the book.
Did Lewis Sanders' Sanders Capital change its AMZN position in 2026 Q2?
Lewis Sanders trimmed the share count by 2% in 2026 Q2.