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Dec 23, 2025 8:00 PM

Billionaire Investor Bets Bigger On Amazon As Cloud, AI Soar

Activist investor Dan Loeb’s Third Point LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 4% in the third quarter of 2025.

Details

According to recent 13F filings, reflecting his holdings as of Sept. 30, Third Point raised its stake to 2.81 million shares from 2.71 million in the second quarter of 2025 and 2.35 million shares in the first quarter of 2025.

Also Read:  Amazon Hands AI Keys To A 27-Year Company Insider

Recent Earnings Release

In October, the e-commerce giant reported third-quarter net sales of $180.2 billion, which beat the Street consensus estimate of $177.8 billion and earnings per share of $1.95, exceeding the Street consensus estimate of $1.57.

Amazon is guiding fourth-quarter net sales to be in the range of $206.0 billion to $213.0 billion, up 10% to 13% year over year.

Analyst ...