Third Point Names Amazon Largest Holding in Q1 13F Filing

Third Point’s Q1 2026 13F filing, submitted May 15, shows Amazon as the fund’s top position within a $2.08 billion portfolio that returned 12.39 percent, lagging the S&P 500’s 25.12 percent gain. Earlier the same day, Eminence Capital disclosed increased stakes in Amazon alongside new exposure to Coupang and other consumer names while trimming AMD and Ferguson. Both filings underscore fresh institutional buying in e-commerce platforms and signal potential short-term investor focus on AMZN amid mixed quant ratings on related holdings.