consumer
$117.2B
Capital committed
16
Active investors
57
New positions
10
Follow-on adds
Weekly commentary
2026-W35 — Amazon's entire executive bench — CEO Andy Jassy, AWS CEO Matt Garman, Worldwide Stores CEO Doug Herrington, CFO Brian Olsavsky, and two more finance and legal officers — filed about $16.8M in standing-plan sales this week, all pre-arranged and none reflecting a change in view of the company.
2026-W32 — Amazon dominated dollar volume across the entire watchlist, but only because of a single $346.5M scheduled Bezos disposal, plus a smaller $278K plan sale from the CEO of Worldwide Stores. Both are pre-arranged and say nothing new about either executive's view of the company.
Stocks
- AMZN — Amazon (score 65)
- AAPL — Apple Inc. (score 45)
- SPOT — Spotify Technology S.A. (score 45)
- UBER — Uber Technologies, Inc (score 45)
- NFLX — NETFLIX INC (score 45)
- KO — COCA COLA CO (score 40)
- KR — KROGER CO (score 40)
- LLYVA — Liberty Live Holdings, Inc. (score 40)
- CUSIP-55616P104 — MACYS INC (score 40)
- CVNA — CARVANA CO. (score 40)
- DASH — DoorDash, Inc. (score 40)
- NYT — NEW YORK TIMES CO (score 35)
- CUSIP-829933100 — SIRIUSXM HOLDINGS INC (score 35)
- TSLA — Tesla, Inc. (score 35)
- AAL — American Airlines Group Inc. (score 30)
- CUSIP-67103H107 — OREILLY AUTOMOTIVE INC (score 30)
- CUSIP-872540109 — TJX COS INC NEW (score 30)
- YUM — YUM BRANDS INC (score 30)
- PDD — PDD Holdings Inc. (score 15)
- CUSIP-G66721104 — NORWEGIAN CRUISE LINE HLDGS (score 15)
- CUSIP-G4124C117 — GRAB HOLDINGS LIMITED (score 10)
- GPC — GENUINE PARTS CO (score -4)
- STZ — CONSTELLATION BRANDS, INC. (score -10)
- CUSIP-G0370L116 — GRAB HOLDINGS LIMITED (score -10)
- JD — JD.com, Inc. (score -10)
- LYFT — Lyft, Inc. (score -10)
- CUSIP-01609W102 — ALIBABA GROUP HLDG LTD (score -10)
- WHR — WHIRLPOOL CORP /DE/ (score -10)
- CUSIP-76131D103 — RESTAURANT BRANDS INTL INC (score -10)
- LBTYA — Liberty Global Ltd. (score -10)
- HD — HOME DEPOT, INC. (score -10)
- CUSIP-718172109 — PHILIP MORRIS INTL INC (score -10)
- CUSIP-571903202 — MARRIOTT INTL INC NEW (score -10)
- SE — Sea Ltd (score -10)