Corvex Management LP: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, Corvex Management LP reported 882,732 shares of AMAZON.COM (AMZN), worth $183.8M and representing 7.3% of its 13F equity book. Quarter-over-quarter share count change: 100,000 (-10.2%) . The position first appeared in Q1 2019 and has been disclosed across 29 13F-HR filings in Pactolio's tracked window.
- 882,732Shares Held (Latest Filing)
- $183.8MReported Market Value (Latest Filing)
- 7.3%Portfolio Weight (% of 13F Equity Book)
- 100,000Quarter-over-Quarter Share Change
- -$43.0MQuarter-over-Quarter Value Change
- 982,732Peak 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 | 882,732 | 100,000 | -10.2% | $183.8M | 7.3% | $208.3 |
| Q4 2025 | 982,732 | +5,203 | +0.5% | $226.8M | 7.5% | $230.8 |
| Q3 2025 | 977,529 | +302,500 | +44.8% | $214.6M | 7.7% | $219.6 |
| Q2 2025 | 675,029 | +110,000 | +19.5% | $148.1M | 6.3% | $219.4 |
| Q1 2025 | 565,029 | 0 | — | $107.5M | 4.2% | $190.3 |
| Q4 2024 | 565,029 | +47,400 | +9.2% | $124.0M | 4.6% | $219.4 |
| Q3 2024 | 517,629 | 0 | — | $96.4M | 4.0% | $186.3 |
| Q2 2024 | 517,629 | 0 | — | $100.0M | 4.7% | $193.3 |
| Q1 2024 | 517,629 | 0 | — | $93.4M | 4.7% | $180.4 |
| Q4 2023 | 517,629 | +5,000 | +1.0% | $78.6M | 4.2% | $151.9 |
| Q3 2023 | 512,629 | +385,700 | +303.9% | $65.2M | 3.7% | $127.1 |
| Q2 2023 | 126,929 | 0 | — | $16.5M | 0.9% | $130.4 |
| Q1 2023 | 126,929 | +126,929 | — | $13.1M | 0.8% | $103.3 |
| Q4 2022 | 0 | 643,100 | -100.0% | $0 | 0.0% | — |
| Q3 2022 | 643,100 | +72,600 | +12.7% | $72.7M | 4.5% | $113.0 |
| Q2 2022 | 570,500 | +530,575 | +1328.9% | $60.6M | 4.0% | $106.2 |
| Q1 2022 | 39,925 | +4,150 | +11.6% | $130.2M | 9.4% | $3260.0 |
| Q4 2021 | 35,775 | 15,171 | -29.8% | $119.3M | 6.1% | $3334.3 |
| Q3 2021 | 50,946 | 3,022 | -5.6% | $167.4M | 7.3% | $3285.0 |
| Q2 2021 | 53,968 | +9,510 | +21.4% | $185.7M | 8.3% | $3440.2 |
| Q1 2021 | 44,458 | +17,078 | +62.4% | $137.6M | 6.8% | $3094.1 |
| Q4 2020 | 27,380 | +11,150 | +68.7% | $89.2M | 4.2% | $3256.9 |
| Q3 2020 | 16,230 | 9,805 | -37.7% | $51.1M | 3.1% | $3148.7 |
| Q2 2020 | 26,035 | 1,265 | -4.6% | $71.8M | 5.2% | $2758.8 |
| Q1 2020 | 27,300 | +7,600 | +38.6% | $53.2M | 5.6% | $1949.7 |
| Q4 2019 | 19,700 | 15,500 | -44.0% | $36.4M | 2.6% | $1847.8 |
| Q3 2019 | 35,200 | +9,500 | +37.0% | $61.1M | 4.0% | $1735.9 |
| Q2 2019 | 25,700 | 800 | -3.0% | $48.7M | 3.2% | $1893.6 |
| Q1 2019 | 26,500 | — | — | $47.2M | 3.9% | $1780.8 |
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 Corvex Management LP first disclose a AMZN position in 13F-HR filings?
Corvex Management LP first reported AMAZON.COM (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 Corvex Management LP's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, Corvex Management LP reduced its AMZN position by 100,000 shares (-10.2%), leaving 882,732 shares at a market value of $183.8M.
Does the implied price-per-share represent Corvex Management 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.