Goldman Sachs Raises Micron and Amazon Stakes in Second Quarter

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โดย Insider Monkey·US·Read original
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Goldman Sachs Group Inc. raised its stakes in Micron Technology and Amazon.com during the second quarter of 2026, according to its latest 13F filing. The bank added 5.53 million shares of Micron, ending the quarter with 18.1 million shares worth $20.9 billion, and added over 465,000 shares of Amazon, finishing with 68.2 million shares worth $16.2 billion. Amazon was the most widely held stock among the billionaires tracked by Insider Monkey, with 62 billionaires holding shares, up from 59 in the first quarter, while Micron climbed to the 10th most popular stock with 41 billionaire holders, up from 35. Stanley Druckenmiller, Peter Thiel, Seth Klarman, and David Tepper all bought Amazon during the quarter, drawn by its AI exposure through Amazon Web Services, whose revenue jumped about 37% year over year in the second quarter. Amazon's chip business, including Trainium and Graviton, is already running at roughly a $25 billion annualized revenue rate and growing at triple-digit percentages, though the company expects roughly $220 billion of capital expenditures in 2026 and free cash flow has already come under pressure.

Impact on stocks 3

Artificial Intelligence▲ · 1 stocks
Amazon.com Inc
AMZN
▲ PositiveDemandrelevance

Goldman raised its Amazon stake and billionaires bought in, drawn by AWS revenue up ~37% YoY and Trainium/Graviton chip business at ~$25B annualized.

Semiconductors▲ · 1 stocks
Micron Technology Inc
MU
▲ PositiveCapitalrelevance

Goldman Sachs added 5.53 million Micron shares, ending Q2 with 18.1 million shares worth $20.9 billion, and Micron rose to the 10th most popular stock among billionaires.

Financials▲ · 1 stocks
Goldman Sachs Group Inc
GS
± MixedCapitalrelevance

Goldman Sachs itself is the filer reporting increased Micron and Amazon stakes in its 13F, a portfolio disclosure rather than a company-specific development.

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