Amazon discloses updated portfolio positions in 13F filing: Confirms new AMD position, Exited TWLO, Maintained positions in RIVN ATSG VITL ALAB OWLT NAUT MRVL
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: AMD (0.82 mln shares)
- Maintained positions in: RIVN (158.36 mln shares), ATSG (12.74 mln shares), VITL (1.53 mln shares), ALAB (278K), OWLT (35K), SMRT (627K), NAUT (1.5 mln), MRVL (225K)
- Closed positions in: TWLO (from 1.77 mln shares)