Ole Andreas Halvorsen's Viking Global Investors increased its Amazon.com Inc (AMZN) position by 210% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 1.2M to 3.7M shares, worth about $882.1M, and from 0.7% to 2.51% of the reported portfolio.
What did the 2026 Q2 filing report for AMZN?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.2M | 3.7M |
| Shares added | +2.51M (210%) | |
| Reported value | $249M | $882.1M |
| Portfolio weight | 0.7% | 2.51% |
| Rank in portfolio | 11th of 90 |
How much did Ole Andreas Halvorsen add to AMZN?
Ole Andreas Halvorsen added 2.51M shares of AMZN during 2026 Q2, taking the stake from 1.2M to 3.7M. The reported value of the position rose by about $633.1M, from about $249M to about $882.1M.
Where does AMZN sit in the Ole Andreas Halvorsen portfolio?
AMZN ranks 11th of 90 stock positions in the Ole Andreas Halvorsen portfolio at 2.51%, above the fund's average stock position of 1%. The largest stock position is V at 6.25%. Next come TSM at 4.31% and APD at 3.96%. The three largest stocks together are 14.53% of the book. The AMZN addition was the 11th largest of the quarter's 101 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Ole Andreas Halvorsen reported 90 stock positions, with 34 opened and 21 closed. The total portfolio value is about $35.1B, down 2% from the prior quarter.
How long has Ole Andreas Halvorsen held AMZN?
Ole Andreas Halvorsen first reported AMZN in the quarter ended June 30, 2015. The fund sold out of the name in 2025 Q3 and came back in 2025 Q4. The weight peaked at 10.58% in 2016 Q3. Last quarter the fund had cut the position by 62%, so the add reverses the prior move. Every reported trade is on the Ole Andreas Halvorsen 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 14, 2026, 29 hold AMZN. Of those, 10 added to the position this quarter and 18 trimmed it. The largest buyers of AMZN this quarter were Dodge & Cox Stock Fund, David Tepper and Seth Klarman. The largest sellers were Lewis Sanders, Eagle Capital Management and Bill Ackman. Every tracked holder of AMZN is on the AMZN ownership page.
FAQ
How many AMZN shares did Ole Andreas Halvorsen buy in 2026 Q2?
Ole Andreas Halvorsen added 2.51M shares of AMZN, a 210% increase, to 3.7M shares.
What is the AMZN position of Ole Andreas Halvorsen worth now?
The AMZN position of Ole Andreas Halvorsen is worth about $882.1M at June 30, 2026 prices, 2.51% of the portfolio.
Is AMZN a top holding of Ole Andreas Halvorsen?
AMZN ranks 11th of 90 stock positions in the Ole Andreas Halvorsen portfolio, at 2.51%.
Did other funds add to AMZN in 2026 Q2?
Among the 29 other tracked funds that hold AMZN, 10 added to it in 2026 Q2 and 18 trimmed it.