Position in AMZN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$85,528,309
+$14,852,093 QoQ
Shares Held
358,850
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#770
of 6,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Derivatives in AMZN
reported options exposure · as of Sep 30, 2020CallValue
$314,873
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $91,221,710 across 9 Internet Retail names. AMZN ranks #1 (93.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
358,850 | $85,528,309 | |
| 2 | MELI |
Mercadolibre Inc
|
967 | $1,641,376 | |
| 3 | SE |
Sea Ltd
|
14,594 | $1,398,543 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
7,515 | $721,289 | |
| 5 | EBAY |
Ebay Inc
|
5,693 | $636,192 | |
| 6 | CPNG |
Coupang, Inc.
|
26,677 | $463,379 | |
| 7 | PDD |
PDD Holdings Inc.
|
4,676 | $356,685 | |
| 8 | DASH |
DoorDash, Inc.
|
1,490 | $274,949 |
All Filings in AMZN
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,528,309 | 358,850 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $70,676,216 | 339,349 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $77,281,075 | 334,811 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $71,586,407 | 326,030 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $72,407,914 | 330,042 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $61,825,748 | 324,954 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $73,965,583 | 337,142 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $69,396,745 | 372,440 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $70,955,602 | 367,170 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $57,367,694 | 318,038 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $47,709,767 | 314,004 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $38,488,630 | 302,774 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,287,783 | 286,037 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $28,380,992 | 274,770 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,249,376 | 241,064 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $15,217,597 | 134,669 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $10,183,095 | 95,877 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $15,090,308 | 4,629 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $16,181,551 | 4,853 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $15,902,877 | 4,841 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $15,962,342 | 4,640 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $14,582,398 | 4,713 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $14,832,058 | 4,554 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $314,873 | 100 | Call | Sole | 2020-10-09 | |
| 2020-09-30 | $13,297,086 | 4,223 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $11,672,567 | 4,231 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,003,600 | 4,105 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||