Position in AMZN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$52,567,316
+$7,144,046 QoQ
Shares Held
220,556
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#1,014
of 6,129 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Derivatives in AMZN
reported options exposure · as of Mar 31, 2026CallValue
$520,675
CallShares
2,500
PutValue
$1,041,350
PutShares
5,000
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, 2026Compound Planning, Inc. holds $60,962,863 across 11 Internet Retail names. AMZN ranks #1 (86.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
220,556 | $52,567,316 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
24,658 | $2,366,674 | |
| 3 | EBAY |
Ebay Inc
|
9,971 | $1,114,259 | |
| 4 | CART |
Maplebear Inc.
|
22,665 | $1,073,187 | |
| 5 | DASH |
DoorDash, Inc.
|
4,974 | $917,851 | |
| 6 | JD |
JD.com, Inc.
|
29,272 | $745,849 | |
| 7 | MELI |
Mercadolibre Inc
|
394 | $668,771 | |
| 8 | PDD |
PDD Holdings Inc.
|
6,987 | $532,968 |
All Filings in AMZN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,567,316 | 220,556 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $45,423,270 | 218,098 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $1,041,350 | 5,000 | Put | Sole | 2026-05-14 | |
| 2026-03-31 | $520,675 | 2,500 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $54,002,185 | 233,958 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $109,785 | 500 | Put | Sole | 2025-11-10 | |
| 2025-09-30 | $39,132,863 | 178,225 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $109,695 | 500 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $35,315,647 | 160,972 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $95,130 | 500 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $27,276,434 | 143,364 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $28,600,557 | 130,364 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $18,121,896 | 97,257 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $14,095,848 | 72,941 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $12,300,472 | 68,192 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,392,184 | 48,652 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,385,788 | 18,768 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,614,899 | 12,388 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $928,680 | 8,991 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||