Aug. 6 at 10:22 PM
AMAZON
$AMZN just updated its stock portfolio.
Here are the major holdings as of the end of Q2:
$RIVN — Rivian Automotive
158,363,834 shares
$XE — X-Energy
65,836,948 shares
$BETA — Beta Technologies
11,753,896 shares
$ALAB — Astera Labs
277,777 shares
MRVL — Marvell Technology
396,352 shares
ALGT — Allegiant Travel
149,317 shares
What stands out:
Amazon is not only investing in cloud and AI infrastructure internally.
Its portfolio also provides exposure to:
Electric vehicles
Clean energy
AI connectivity
Semiconductors
Next-generation technology
Large companies often invest years ahead of mainstream adoption.
Watching where companies like Amazon deploy capital can provide insight into future growth themes.
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