Amazon (AMZN) in Artisan Mid Cap Fund Q2 2024

E-commerce Dominance and Cloud Leadership

Apr 15, 2025

Summary

Investment rationale: Dominance in e-commerce and leadership in cloud services.
Market positioning: Leading global e-commerce platform and cloud service provider.
Risks and challenges: Regulatory challenges and competitive pressures in retail and cloud sectors.
Recent performance: Strong growth in AWS and e-commerce segments.
Future outlook: Continued investment in logistics and cloud expected to drive growth.

Amazon (AMZN, Financial) was highlighted in the Artisan Mid Cap Fund's Q2 2024 commentary as a significant holding, reflecting the fund's confidence in its e-commerce dominance and cloud leadership. The fund managers, including Matthew Kamm, CFA, noted Amazon's strategic investments in logistics and cloud infrastructure, which are expected to support its long-term growth trajectory.

"Amazon’s continued expansion in e-commerce and cloud services, coupled with its strategic investments in logistics, position it well for sustained growth, making it a key component of our portfolio." — Artisan Mid Cap Fund Q2 2024 Commentary

Read full letter at gurufocus artisan mid cap fund q2 2024 commentary 2024 Q2 page.

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