VGI Partners – Amazon: A Remarkably Compelling Investment Case


  • US technology and e-commerce conglomerate Amazon is our second largest investment position.
  • AMZN’s share price declined nearly 50% in calendar 2022.
  • Amazon remains a high conviction holding and we are incredibly excited by its prospects.

Exterior view of the Amazon Logistics delivery agency in Velizy-Villacoublay, France


The following segment was excerpted from this fund letter.


US-listed derivatives and futures exchange operator CME Group was our largest investment position, closely followed by US technology and e-commerce conglomerate Amazon (an investment we first initiated in VGI’s

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