BAUPOST GROUP LLC/MA — AMAZON COM INC AMZN: Quarterly 13F Position History
BAUPOST GROUP LLC/MA has reported AMAZON COM INC (AMZN) on 16 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2022. As of Q1 2026, the position is sized at 3,118,754 shares ($649.5M market value, 12.70% of the equity book). Quarter-over-quarter share count change: + 997,363 (+47.0%) .
- 3,118,754Shares Held (Latest Filing)
- $649.5MReported Market Value (Latest Filing)
- 12.70%Portfolio Weight (% of 13F Equity Book)
- +997,363Quarter-over-Quarter Share Change
- +$159.9MQuarter-over-Quarter Value Change
- 3,118,754Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 16 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,118,754 | +997,363 | +47.0% | $649.5M | 12.70% | $208.27 |
| Q4 2025 | 2,121,391 | +2,121,391 | — | $489.7M | 9.28% | $230.82 |
| Q3 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2023 | 0 | 963,946 | -100.0% | $0 | 0.00% | — |
| Q2 2023 | 963,946 | +963,946 | — | $125.7M | 2.24% | $130.36 |
| Q1 2023 | 0 | 990,000 | -100.0% | $0 | 0.00% | — |
| Q4 2022 | 990,000 | +742,000 | +299.2% | $83.2M | 1.36% | $84.00 |
| Q3 2022 | 248,000 | 350,000 | -58.5% | $28.0M | 0.48% | $113.00 |
| Q2 2022 | 598,000 | — | — | $63.5M | 0.94% | $106.21 |
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 BAUPOST GROUP LLC/MA first disclose a AMZN position in 13F-HR filings?
BAUPOST GROUP LLC/MA first reported AMAZON COM INC (AMZN) on its 13F-HR filing for the period ending 2022-06-30 (Q2 2022). The position has appeared on 16 reported quarters within Pactolio's tracked window.
What was BAUPOST GROUP LLC/MA's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, BAUPOST GROUP LLC/MA added 997,363 shares of AMZN (+47.0%), bringing the total reported position to 3,118,754 shares at a market value of $649.5M.
Does the implied price-per-share represent BAUPOST GROUP LLC/MA'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.