AMZN
Amazon.com Inc
Amazon.com Inc historical holders
total: 53
Giverny Capital Amazon.com Inc transactions over time
- Total transactions:
- 10
- New positions:
- 2
- Sold out:
- 2
- Added:
- 4
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2025 Q3
Francois Rochon has been an institutional investor in Amazon.com Inc (AMZN) since 2020 Q2. According to 2026 Q2 report, Francois Rochon doesn't hold any shares. The fund/company first acquired AMZN in 2020 Q2, initially purchasing 9,180 shares. Francois Rochon later completely sold out the position and reinvested in AMZN again in 2025 Q2. Since the initial investment, Giverny Capital has made 9 more transactions in this position.
When did Francois Rochon exit their AMZN position?
Francois Rochon no longer holds Amazon.com Inc (AMZN). They sold off their entire position in 2025 Q3, closing out an investment that began in 2020 Q2.
When did Francois Rochon first invest in AMZN?
Francois Rochon first invested in Amazon.com Inc (AMZN) in 2020 Q2 at the reported quarter-end price of $137.91 per share, acquiring 9,180 shares in their initial purchase.
What is Francois Rochon's average cost basis for AMZN?
Based on historical transaction data, Francois Rochon's estimated cost basis for Amazon.com Inc (AMZN) is approximately $219.39 per share. This represents their average reported price* across all buy transactions.
Has Francois Rochon reinvested in AMZN after selling?
Yes, Francois Rochon has shown renewed interest in Amazon.com Inc (AMZN). After completely selling their position, they reinitiated an investment in 2025 Q2, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $219.39
- Weighted AVG sell price:
- $219.39
AMZN transactions history by Giverny Capital
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q3
|
0.00%
|
0
|
$219.39
|
|
-100% (-1,174)
|
-0.01%
|
|
2025 Q2
|
0.01%
|
1,174
|
$219.39
|
$257,564
|
new
|
+0.01%
|
|
2022 Q1
|
0.00%
|
0
|
$166.69
|
|
-100% (-15,160)
|
-0.13%
|
|
2021 Q4
|
0.13%
|
15,160
|
$166.69
|
$2,527,000
|
+7.82% (+1,100)
|
+0.01%
|
|
2021 Q3
|
0.14%
|
14,060
|
$164.22
|
$2,309,000
|
+50.86% (+4,740)
|
+0.05%
|
|
2021 Q2
|
0.10%
|
9,320
|
$172.00
|
$1,603,000
|
-4.90% (-480)
|
-0.01%
|
|
2021 Q1
|
0.10%
|
9,800
|
$154.69
|
$1,516,000
|
+5.15% (+480)
|
+0%
|
|
2020 Q4
|
0.12%
|
$162.88
|
-9.86% (-1,020)
|
|||
|
2020 Q3
|
0.15%
|
$157.45
|
+12.64% (+1,160)
|
|||
|
2020 Q2
|
0.13%
|
$137.91
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.