Coatue Management reduced position in AMAZON COM INC | TradingNote AI

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Guru MoveCoatue Management23135106

Coatue Management reduced position in AMAZON COM INC

Coatue Management decreased its stake in Amazon.com Inc, reporting a delta market value of $640.8M, bringing its total disclosed market value to $1.7B as of March 31, 2026.

Action

decreased

Capital

$1.7B current disclosed value

Quarterly smart-money position changes

Institutional 13F Signals1 evidence source

Why it matters

This reduction indicates a strategic shift in Coatue's investment approach, potentially reflecting changing market conditions or a reevaluation of Amazon's growth prospects.

Evidence

Coatue Management 13F-HR filing for 2026-03-31

Filed 2026-05-15T20:31:03.000Z · Period end 2026-03-31 · 0000919574-26-003501

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Coatue Management reduced position in AMAZON COM INC | TradingNote AI