KENSICO CAPITAL MANAGEMENT CORP

Position in AMZN — Amazon Com Inc

CIK 1113000 GREENWICH, CT

Position in AMZN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$233,120,354

+$9,834,087 QoQ

Shares Held

978,100

-8.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

4.00%

of 13F equity value

Holder Rank

#464

of 6,129 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

KENSICO CAPITAL MANAGEMENT CORP holds $272,286,075 across 2 Internet Retail names. AMZN ranks #1 (85.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMZN	Amazon Com Inc This page	978,100	$233,120,354
2	SE	Sea Ltd	408,700	$39,165,721

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,120,354	978,100	-8.8%	Shares	Sole	2026-08-14
2026-03-31	$223,286,267	1,072,100	+4.3%	Shares	Sole	2026-05-15
2025-12-31	$237,282,960	1,028,000	+5.1%	Shares	Sole	2026-02-17
2025-09-30	$214,761,417	978,100	0.0%	Shares	Sole	2025-11-14
2025-06-30	$214,585,359	978,100	-17.6%	Shares	Sole	2025-08-14
2025-03-31	$225,914,724	1,187,400	+21.8%	Shares	Sole	2025-05-15
2024-12-31	$213,839,433	974,700	-6.7%	Shares	Sole	2025-02-14
2024-09-30	$194,714,850	1,045,000	+64.1%	Shares	Sole	2024-11-14
2024-06-30	$123,080,925	636,900	+26.1%	Shares	Sole	2024-08-14
2024-03-31	$91,091,900	505,000	-1.3%	Shares	Sole	2024-05-15
2023-12-31	$77,762,892	511,800	+26.7%	Shares	Sole	2024-02-14
2023-09-30	$51,356,480	404,000	-13.1%	Shares	Sole	2023-11-14
2022-09-30	$52,545,000	465,000	-39.6%	Shares	Sole	2022-11-14
2022-06-30	$81,781,700	770,000	+9012.4%	Shares	Sole	2022-08-15
2021-12-31	$28,175,173	8,450	-80.9%	Shares	Sole	2022-02-14
2021-06-30	$152,295,883	44,270	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.