I was just browsing the portfolios on Blossom and noticed Jeff Bezos is still incredibly heavy on Rivian. I know that obviously he has billions in AMZN and Blue Origin, but it's still weird that his public equity portfolio is so skewed towards one speculative EV stock.
His reported holdings are basically:
$RIVN: 90%
$BETA: 7.2%
$ALAB: 1.5%
$MRVL: 1.1%
$NAUT: 0.2%
Does he actually believe Rivian is the long-term winner in the EV space, or is he just refusing to take a loss on this? It’s wild to see one of the richest guys in the world so concentrated in one ticker that’s been struggling. Is he actually waiting for a massive buyout, or does he know something about their next-gen tech that we don't?
Curious if anyone else is following his moves.