Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Amazon.com, Inc. (AMZN)
← All AMZN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 478,534 10.35 $208.27 $99,664,000 SEC
2025   Q4 478,534 11.48 Reduce 11.46% 1.48 $211.03–258.60 · VW $234.02i $110,455,000 SEC
2025   Q3 540,451 12.93 Add 10.93% 1.27 $211.42–238.85 · VW $226.37i $118,667,000 SEC
2025   Q2 487,191 12.08 $219.39 $106,885,000 SEC
2025   Q1 487,191 12.53 Reduce 8.08% 1.22 $184.40–242.52 · VW $213.55i $92,693,000 SEC
2024   Q4 529,991 15.05 Reduce 11.19% 1.61 $180.25–233.00 · VW $204.97i $116,275,000 SEC
2024   Q3 596,771 14.39 Add 10.13% 1.32 $151.61–201.20 · VW $181.64i $111,196,000 SEC
2024   Q2 541,901 12.29 $193.25 $104,722,000 SEC
2024   Q1 541,901 11.13 $180.38 $97,748,000 SEC
2023   Q4 541,901 9.79 Reduce 24.73% 2.87 $118.35–155.63 · VW $139.57i $82,336,000 SEC
2023   Q3 719,936 11.61 $127.12 $91,518,000 SEC
2023   Q2 719,936 12.10 $130.36 $93,851,000 SEC
2023   Q1 719,936 10.85 Add 24.31% 2.12 $81.43–114.00 · VW $98.09i $74,362,000 SEC
2022   Q4 579,136 8.04 Add 23.54% 1.53 $81.69–123.00 · VW $96.68i $48,648,000 SEC
2022   Q3 468,776 9.33 Reduce 11.21% 0.96 $105.85–146.57 · VW $126.59i $52,972,000 SEC
2022   Q2 527,960 8.57 Add 27.12% 1.83 $101.26–168.39 · VW $120.63i $56,075,000 SEC
2022   Q1 415,340 8.38 $163.00 $67,699,000 SEC
2021   Q4 415,340 7.80 Reduce 4.99% 0.39 $158.81–188.11 · VW $171.28i $69,244,000 SEC
2021   Q3 437,140 7.83 Buy 7.83 $158.79–188.65 · VW $170.53i $71,801,000 SEC
Price snapshot:
Current price$247.31
Avg. buy price$145.10
+/- since buy70.44%
52-week low$196.00
52-week high$278.56