Hedge fund Farallon Capital Management established a significant new stake in Amazon (AMZN), purchasing 4.22 million shares. The position was valued at approximately $878.56 million as of the end of the first quarter of 2026, immediately accounting for over 5% of the firm's reported portfolio.
This investment was made during a quarter in which Amazon reported a 17% year-over-year increase in net sales but also increased its capital expenditures for investments in AI and logistics. As with all 13F filings, this disclosure, filed on August 14, 2026, has a delay and reflects the firm's holdings as of March 31, 2026, not a real-time trade.