Appaloosa LP — AMAZON COM INC AMZN: Quarterly 13F Position History
Appaloosa LP has reported AMAZON COM INC (AMZN) on 29 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2019. As of Q1 2026, the position is sized at 4,320,000 shares ($899.7M market value, 15.16% of the equity book). Quarter-over-quarter share count change: + 2,140,609 (+98.2%) .
- 4,320,000Shares Held (Latest Filing)
- $899.7MReported Market Value (Latest Filing)
- 15.16%Portfolio Weight (% of 13F Equity Book)
- +2,140,609Quarter-over-Quarter Share Change
- +$396.7MQuarter-over-Quarter Value Change
- 4,320,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 29 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,320,000 | +2,140,609 | +98.2% | $899.7M | 15.16% | $208.27 |
| Q4 2025 | 2,179,391 | 320,609 | -12.8% | $503.0M | 7.34% | $230.82 |
| Q3 2025 | 2,500,000 | 200,000 | -7.4% | $548.9M | 7.43% | $219.57 |
| Q2 2025 | 2,700,000 | +190,000 | +7.6% | $592.4M | 9.19% | $219.39 |
| Q1 2025 | 2,510,000 | 90,000 | -3.5% | $477.6M | 8.58% | $190.26 |
| Q4 2024 | 2,600,000 | 600,000 | -18.8% | $570.4M | 8.82% | $219.39 |
| Q3 2024 | 3,200,000 | 275,000 | -7.9% | $596.3M | 8.86% | $186.33 |
| Q2 2024 | 3,475,000 | 353,000 | -9.2% | $671.5M | 10.87% | $193.25 |
| Q1 2024 | 3,828,000 | 122,000 | -3.1% | $690.5M | 10.32% | $180.38 |
| Q4 2023 | 3,950,000 | +200,000 | +5.3% | $600.2M | 10.61% | $151.94 |
| Q3 2023 | 3,750,000 | +587,500 | +18.6% | $476.7M | 9.41% | $127.12 |
| Q2 2023 | 3,162,500 | +1,162,500 | +58.1% | $412.3M | 7.65% | $130.36 |
| Q1 2023 | 2,000,000 | +500,000 | +33.3% | $206.6M | 11.16% | $103.29 |
| Q4 2022 | 1,500,000 | +50,000 | +3.4% | $126.0M | 9.35% | $84.00 |
| Q3 2022 | 1,450,000 | 50,000 | -3.3% | $163.8M | 12.04% | $113.00 |
| Q2 2022 | 1,500,000 | +1,415,000 | +1664.7% | $159.3M | 10.00% | $106.21 |
| Q1 2022 | 85,000 | +15,000 | +21.4% | $277.1M | 11.09% | $3259.95 |
| Q4 2021 | 70,000 | 0 | — | $233.4M | 6.00% | $3334.34 |
| Q3 2021 | 70,000 | 55,000 | -44.0% | $230.0M | 5.48% | $3285.04 |
| Q2 2021 | 125,000 | 61,000 | -32.8% | $430.0M | 8.90% | $3440.16 |
| Q1 2021 | 186,000 | 11,700 | -5.9% | $575.5M | 8.26% | $3094.08 |
| Q4 2020 | 197,700 | +56,200 | +39.7% | $643.9M | 9.63% | $3256.93 |
| Q3 2020 | 141,500 | 83,500 | -37.1% | $445.5M | 7.88% | $3148.73 |
| Q2 2020 | 225,000 | 25,000 | -10.0% | $620.7M | 10.78% | $2758.82 |
| Q1 2020 | 250,000 | 41,500 | -14.2% | $487.4M | 14.90% | $1949.72 |
| Q4 2019 | 291,500 | +26,500 | +10.0% | $538.6M | 13.53% | $1847.84 |
| Q3 2019 | 265,000 | +80,000 | +43.2% | $460.0M | 13.47% | $1735.91 |
| Q2 2019 | 185,000 | +20,000 | +12.1% | $350.3M | 14.73% | $1893.63 |
| Q1 2019 | 165,000 | — | — | $293.8M | 8.56% | $1780.75 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Appaloosa LP first disclose a AMZN position in 13F-HR filings?
Appaloosa LP first reported AMAZON COM INC (AMZN) on its 13F-HR filing for the period ending 2019-03-31 (Q1 2019). The position has appeared on 29 reported quarters within Pactolio's tracked window.
What was Appaloosa LP's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, Appaloosa LP added 2,140,609 shares of AMZN (+98.2%), bringing the total reported position to 4,320,000 shares at a market value of $899.7M.
Does the implied price-per-share represent Appaloosa LP's cost basis in AMZN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.