CAPSTONE INVESTMENT ADVISORS, LLC AMZN — AMAZON.COM INC COM

Ownership history in CAPSTONE INVESTMENT ADVISORS, LLC  ·  164 quarters on record

AI Ownership Summary

CAPSTONE INVESTMENT ADVISORS, LLC reported AMAZON.COM INC COM (AMZN) in 164 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.19% in 2024 Q4. The latest visible filing shows AMZN at 2.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPSTONE INVESTMENT ADVISORS, LLC's position in AMAZON.COM INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMZN was reported at 2.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.19% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMZN stock page CAPSTONE INVESTMENT ADVISORS, LLC fund profile CAPSTONE INVESTMENT ADVISORS, LLC full holdings
How CAPSTONE INVESTMENT ADVISORS, LLC held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 30 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,769,310 -1,411,290 -19.7% 2.09% $1.20B 2026-05-15 $264.14
2026 Q1 ADDED — — — 7,180,600 +5,752,800 +402.9% 2.60% $1.50B 2026-05-15 $264.14
2026 Q1 REDUCED — — — 1,427,800 -1,241,468 -46.5% 0.52% $297.4M 2026-05-15 $264.14
2025 Q4 REDUCED 31.9% -9.8% ✅ 2,669,268 -1,250,832 -31.9% 1.21% $616.1M 2026-02-17 $201.15
2025 Q4 ADDED — — — 3,920,100 +2,870,900 +273.6% 1.77% $904.8M 2026-02-17 $201.15
2025 Q4 REDUCED 77.9% -9.8% ✅ 1,049,200 -3,692,600 -77.9% 0.47% $242.2M 2026-02-17 $201.15
2025 Q3 REDUCED 23.9% +5.7% ❌ 4,741,800 -1,488,200 -23.9% 1.94% $1.04B 2025-11-14 $234.69
2025 Q3 ADDED — — — 6,230,000 +5,671,200 +1014.9% 2.55% $1.37B 2025-11-14 $234.69
2025 Q3 REDUCED 86.6% +5.7% ❌ 558,800 -3,619,307 -86.6% 0.23% $122.7M 2025-11-14 $234.69
2025 Q2 REDUCED 17.0% +1.3% ❌ 4,178,107 -855,093 -17.0% 2.27% $916.6M 2025-08-14 $230.98
2025 Q2 ADDED — — — 5,033,200 +4,888,100 +3368.8% 2.73% $1.10B 2025-08-14 $230.98
2025 Q2 REDUCED 97.8% +1.3% ❌ 145,100 -6,370,095 -97.8% 0.08% $31.8M 2025-08-14 $230.98
2025 Q1 REDUCED 13.3% +15.3% ❌ 6,515,195 -997,005 -13.3% 3.28% $1.24B 2025-05-15 $205.17
2025 Q1 ADDED — — — 7,512,200 +7,006,400 +1385.2% 3.78% $1.43B 2025-05-15 $205.17
2025 Q1 REDUCED 90.6% +15.3% ❌ 505,800 -4,892,821 -90.6% 0.25% $96.2M 2025-05-15 $205.17
2024 Q4 REDUCED 31.7% -13.3% ✅ 5,398,621 -2,510,179 -31.7% 2.86% $1.18B 2025-02-14 $228.68
2024 Q4 ADDED — — — 7,908,800 +6,835,700 +637.0% 4.19% $1.74B 2025-02-14 $228.68
2024 Q4 ADDED — — — 1,073,100 +959,063 +841.0% 0.57% $235.4M 2025-02-14 $228.68
2024 Q3 REDUCED 95.5% +18.8% ❌ 114,037 -2,445,363 -95.5% 0.06% $21.2M 2024-11-14 $211.48
2024 Q3 ADDED — — — 2,559,400 +1,661,800 +185.1% 1.45% $476.9M 2024-11-14 $211.48
2024 Q3 ADDED — — — 897,600 +745,688 +490.9% 0.51% $167.2M 2024-11-14 $211.48
2024 Q2 REDUCED 94.8% -3.6% ✅ 151,912 -2,745,288 -94.8% 0.09% $29.4M 2024-08-14 $170.10
2024 Q2 ADDED — — — 2,897,200 +1,906,800 +192.5% 1.75% $559.9M 2024-08-14 $170.10
2024 Q2 ADDED — — — 990,400 +974,662 +6193.0% 0.60% $191.4M 2024-08-14 $170.10
2024 Q1 REDUCED 99.3% +9.3% ❌ 15,738 -2,266,562 -99.3% 0.01% $2.8M 2024-05-01 $179.00
2024 Q1 ADDED — — — 2,282,300 +1,300,300 +132.4% 1.48% $411.7M 2024-05-01 $179.00
2024 Q1 REDUCED 58.2% +9.3% ❌ 982,000 -1,369,491 -58.2% 0.64% $177.1M 2024-05-01 $179.00
2023 Q4 REDUCED 40.6% +19.1% ❌ 2,351,491 -1,606,509 -40.6% 1.08% $357.3M 2024-02-12 $172.34
2023 Q4 ADDED — — — 3,958,000 +2,151,200 +119.1% 1.81% $601.4M 2024-02-12 $172.34
2023 Q4 ADDED — — — 1,806,800 +1,590,781 +736.4% 0.83% $274.5M 2024-02-12 $172.34
134 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMZN

As of 2026 Q1 — sorted by position size

Skye Global Management LP 3Y 7Y 40.58% I.G.Y. Ltd 3Y 40.21% Pamplona Capital Management, LLC 3Y 7Y 38.59% ALTAROCK PARTNERS LP 3Y 7Y 38.2% BRIGHTON JONES LLC 3Y 7Y 36.28% SPG ADVISORS LLC 33.63% Nellore Capital Management LLC 3Y 28.77% Advaya LLP 27.49% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 23.82% Worth Financial Advisory Group, LLC 3Y 22.75%

FAQ About CAPSTONE INVESTMENT ADVISORS, LLC and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPSTONE INVESTMENT ADVISORS, LLC reported owning AMZN?

CAPSTONE INVESTMENT ADVISORS, LLC reported AMZN across 30 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMZN position in CAPSTONE INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for AMZN was 4.19% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2026 Q1, when CAPSTONE INVESTMENT ADVISORS, LLC reported 5,769,310 shares, equal to 2.09% of portfolio, with an estimated market value of $1.20B.

What does the chart on this AMZN ownership page compare?

The chart compares CAPSTONE INVESTMENT ADVISORS, LLC's quarterly AMZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAPSTONE INVESTMENT ADVISORS, LLC time their AMZN position?

Based on 13F filing dates vs. subsequent AMZN price moves, CAPSTONE INVESTMENT ADVISORS, LLC correctly timed 49 out of 162 reported position changes (30%). The annualised alpha on AMZN relative to SPY over the holding period was +27.7%.

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