Darsana Capital Partners LP: AMAZON.COM INC (AMZN): Quarterly 13F Position History
As of Q2 2026, Darsana Capital Partners LP reported 2,500,000 shares of AMAZON.COM INC (AMZN), worth $595.9M and representing 2.7% of its 13F equity book. Quarter-over-quarter share count change: + 2,500,000 (re-initiated) . The position first appeared in Q2 2021 and has been disclosed across 21 13F-HR filings in Pactolio's tracked window.
- 2,500,000Shares Held (Latest Filing)
- $595.9MReported Market Value (Latest Filing)
- 2.7%Portfolio Weight (% of 13F Equity Book)
- +2,500,000Quarter-over-Quarter Share Change
- +$595.9MQuarter-over-Quarter Value Change
- 2,500,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 21 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,500,000 | +2,500,000 | – | $595.9M | 2.7% | $238.3 |
| Q1 2026 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 30,000 | -100.0% | $0 | 0.0% | – |
| Q3 2021 | 30,000 | 0 | – | $98.6M | 3.2% | $3285.0 |
| Q2 2021 | 30,000 | – | – | $103.2M | 3.1% | $3440.2 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Darsana Capital Partners LP first disclose a AMZN position in 13F-HR filings?
Darsana Capital Partners LP first reported AMAZON.COM INC (AMZN) on its 13F-HR filing for the period ending 2021-06-30 (Q2 2021). The position has appeared on 21 reported quarters within Pactolio's tracked window.
What was Darsana Capital Partners LP's most recent quarter-over-quarter share-count change in AMZN?
Between Q1 2026 and Q2 2026, Darsana Capital Partners LP added 2,500,000 shares of AMZN (re-initiated), bringing the total reported position to 2,500,000 shares at a market value of $595.9M.
Does the implied price-per-share represent Darsana Capital Partners 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.