D1 Capital Partners L.P.: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, D1 Capital Partners L.P. reported 1,807,523 shares of AMAZON.COM (AMZN), worth $376.5M and representing 3.4% of its 13F equity book. Quarter-over-quarter share count change: + 467,000 (+34.8%) . The position first appeared in Q4 2018 and has been disclosed across 30 13F-HR filings in Pactolio's tracked window.
- 1,807,523Shares Held (Latest Filing)
- $376.5MReported Market Value (Latest Filing)
- 3.4%Portfolio Weight (% of 13F Equity Book)
- +467,000Quarter-over-Quarter Share Change
- +$67.0MQuarter-over-Quarter Value Change
- 7,340,913Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 30 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,807,523 | +467,000 | +34.8% | $376.5M | 3.4% | $208.3 |
| Q4 2025 | 1,340,523 | +1,340,523 | — | $309.4M | 2.9% | $230.8 |
| Q3 2025 | 0 | 700,887 | -100.0% | $0 | 0.0% | — |
| Q2 2025 | 700,887 | 250,347 | -26.3% | $153.8M | 2.1% | $219.4 |
| Q1 2025 | 951,234 | +542,000 | +132.4% | $181.0M | 2.8% | $190.3 |
| Q4 2024 | 409,234 | 802,000 | -66.2% | $89.8M | 1.5% | $219.4 |
| Q3 2024 | 1,211,234 | 80,092 | -6.2% | $225.7M | 4.4% | $186.3 |
| Q2 2024 | 1,291,326 | +515,924 | +66.5% | $249.5M | 4.2% | $193.3 |
| Q1 2024 | 775,402 | 453,000 | -36.9% | $139.9M | 2.1% | $180.4 |
| Q4 2023 | 1,228,402 | +324,000 | +35.8% | $186.6M | 3.3% | $151.9 |
| Q3 2023 | 904,402 | +904,402 | — | $115.0M | 1.7% | $127.1 |
| Q2 2023 | 0 | 2,752,422 | -100.0% | $0 | 0.0% | — |
| Q1 2023 | 2,752,422 | 4,588,491 | -62.5% | $284.3M | 5.3% | $103.3 |
| Q4 2022 | 7,340,913 | +2,333,293 | +46.6% | $616.6M | 12.6% | $84.0 |
| Q3 2022 | 5,007,620 | +831,000 | +19.9% | $565.9M | 10.3% | $113.0 |
| Q2 2022 | 4,176,620 | +3,978,187 | +2004.8% | $443.6M | 10.5% | $106.2 |
| Q1 2022 | 198,433 | 56,221 | -22.1% | $646.9M | 7.6% | $3260.0 |
| Q4 2021 | 254,654 | +35,200 | +16.0% | $849.1M | 5.1% | $3334.3 |
| Q3 2021 | 219,454 | 91,900 | -29.5% | $720.9M | 4.0% | $3285.0 |
| Q2 2021 | 311,354 | +146,754 | +89.2% | $1.1B | 7.0% | $3440.2 |
| Q1 2021 | 164,600 | +52,400 | +46.7% | $509.3M | 3.8% | $3094.1 |
| Q4 2020 | 112,200 | +112,200 | — | $365.4M | 1.7% | $3256.9 |
| Q3 2020 | 0 | 149,400 | -100.0% | $0 | 0.0% | — |
| Q2 2020 | 149,400 | 215,600 | -59.1% | $412.2M | 3.1% | $2758.8 |
| Q1 2020 | 365,000 | 125,000 | -25.5% | $711.6M | 7.4% | $1949.7 |
| Q4 2019 | 490,000 | +78,500 | +19.1% | $905.4M | 13.3% | $1847.8 |
| Q3 2019 | 411,500 | +345,000 | +518.8% | $714.3M | 9.9% | $1735.9 |
| Q2 2019 | 66,500 | +66,500 | — | $125.9M | 1.8% | $1893.6 |
| Q1 2019 | 0 | 283,800 | -100.0% | $0 | 0.0% | — |
| Q4 2018 | 283,800 | — | — | $426.3M | 8.5% | $1502.0 |
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 D1 Capital Partners L.P. first disclose a AMZN position in 13F-HR filings?
D1 Capital Partners L.P. first reported AMAZON.COM (AMZN) on its 13F-HR filing for the period ending 2018-12-31 (Q4 2018). The position has appeared on 30 reported quarters within Pactolio's tracked window.
What was D1 Capital Partners L.P.'s most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, D1 Capital Partners L.P. added 467,000 shares of AMZN (+34.8%), bringing the total reported position to 1,807,523 shares at a market value of $376.5M.
Does the implied price-per-share represent D1 Capital Partners L.P.'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.