$Amazon.com(AMZN)$ Amazon just updated its stock portfolio for the end of Q2.
Major holdings include:
Rivian Automotive — 158,363,834 shares
X-Energy — 65,836,948 shares
Beta Technologies — 11,753,896 shares
Astera Labs — 277,777 shares
Marvell Technology — 396,352 shares
Allegiant Travel — 149,317 shares
What stands out to me is that Amazon isn't only building cloud and AI infrastructure internally. The portfolio also gives them exposure to electric vehicles, clean energy, AI connectivity, semiconductors, and next-generation technology.
Large companies tend to invest years before mainstream adoption kicks in. Watching where they deploy capital can offer some insight into future growth themes.
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