Amazon.com (AMZN): Tsai Capital’s Highest Conviction Idea

6 days ago 6

Soumya Eswaran

Thu, January 29, 2026 astatine 8:26 AM CST 4 min read

Tsai Capital Corporation, an concern absorption firm, released its 4th fourth 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% earlier fees and 7.6% aft fees for the twelvemonth ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively earlier fees and 658% aft fees, since its inception 26 years ago, compared to the S&P 500 Index’s full instrumentality of 639%. The strategy’s nonsubjective is to put semipermanent successful exceptional companies that tin rapidly and efficaciously allocate superior towards the astir promising ideas and talent. Currently, the portfolio is invested successful 17 high-quality maturation companies crossed sectors. In addition, you tin cheque the apical 5 holdings of the Strategy to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Tsai Capital Corporation highlighted stocks similar Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) provides user products, advertising, and subscription services done online and carnal stores. On January 16, 2026, Amazon.com, Inc. (NASDAQ:AMZN) banal closed astatine $243.01 per share. One-month instrumentality of Amazon.com, Inc. (NASDAQ:AMZN) was 5.28%, and its shares gained 3.57% of their worth implicit the past 52 weeks. Amazon.com, Inc. (NASDAQ:AMZN) has a marketplace capitalization of $2.598 trillion.

Tsai Capital Corporation stated the pursuing regarding Amazon.com, Inc. (NASDAQ:AMZN) successful its 4th fourth 2025 capitalist letter:

"Amazon.com, Inc. (NASDAQ:AMZN) —Year of First Purchase: 2017) Established successful 1994 by Jeff Bezos wrong the humble confines of his garage, Amazon has evolved into a colossus that commands unparalleled dominance crossed its divers markets. Despite its immense scale, the company’s e-commerce limb continues to seizure further marketplace stock with singular agility. Meanwhile, its unreality computing powerhouse, Amazon Web Services (AWS), stands arsenic the undisputed person successful its domain. We estimation that AWS presently accounts for much than 50% of Amazon’s aggregate operating profits.