Dorsal Capital Management, LP: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, Dorsal Capital Management, LP reported 950,001 shares of AMAZON.COM (AMZN), worth $197.9M and representing 7.9% of its 13F equity book. Quarter-over-quarter share count change: + 950,001 (re-initiated) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 950,001Shares Held (Latest Filing)
- $197.9MReported Market Value (Latest Filing)
- 7.9%Portfolio Weight (% of 13F Equity Book)
- +950,001Quarter-over-Quarter Share Change
- +$197.9MQuarter-over-Quarter Value Change
- 2,276,512Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 950,001 | +950,001 | — | $197.9M | 7.9% | $208.3 |
| Q4 2025 | 0 | 850,000 | -100.0% | $0 | 0.0% | — |
| Q3 2025 | 850,000 | 325,000 | -27.7% | $186.6M | 5.0% | $219.6 |
| Q2 2025 | 1,175,000 | 425,000 | -26.6% | $257.8M | 7.3% | $219.4 |
| Q1 2025 | 1,600,000 | 175,000 | -9.9% | $304.4M | 9.8% | $190.3 |
| Q4 2024 | 1,775,000 | 200,000 | -10.1% | $389.4M | 11.7% | $219.4 |
| Q3 2024 | 1,975,000 | +175,000 | +9.7% | $368.0M | 11.9% | $186.3 |
| Q2 2024 | 1,800,000 | 476,512 | -20.9% | $347.9M | 12.0% | $193.3 |
| Q1 2024 | 2,276,512 | +51,512 | +2.3% | $410.6M | 13.7% | $180.4 |
| Q4 2023 | 2,225,000 | 50,000 | -2.2% | $338.1M | 10.9% | $151.9 |
| Q3 2023 | 2,275,000 | +150,000 | +7.1% | $289.2M | 10.3% | $127.1 |
| Q2 2023 | 2,125,000 | +925,000 | +77.1% | $277.0M | 11.1% | $130.4 |
| Q1 2023 | 1,200,000 | +975,000 | +433.3% | $123.9M | 4.8% | $103.3 |
| Q4 2022 | 225,000 | 1,575,000 | -87.5% | $18.9M | 1.2% | $84.0 |
| Q3 2022 | 1,800,000 | 140,000 | -7.2% | $203.4M | 13.3% | $113.0 |
| Q2 2022 | 1,940,000 | +1,837,000 | +1783.5% | $206.0M | 13.7% | $106.2 |
| Q1 2022 | 103,000 | +48,000 | +87.3% | $335.8M | 17.1% | $3260.0 |
| Q4 2021 | 55,000 | +27,500 | +100.0% | $183.4M | 10.8% | $3334.3 |
| Q3 2021 | 27,500 | +27,500 | — | $90.3M | 4.7% | $3285.1 |
| Q2 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2020 | 0 | 25,500 | -100.0% | $0 | 0.0% | — |
| Q3 2020 | 25,500 | 11,300 | -30.7% | $80.3M | 6.2% | $3148.7 |
| Q2 2020 | 36,800 | 25,900 | -41.3% | $101.5M | 6.6% | $2758.8 |
| Q1 2020 | 62,700 | +62,700 | — | $122.2M | 9.9% | $1949.7 |
| Q4 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2018 | 0 | 45,000 | -100.0% | $0 | 0.0% | — |
| Q1 2018 | 45,000 | 45,000 | -50.0% | $65.1M | 3.2% | $1447.3 |
| Q4 2017 | 90,000 | +5,000 | +5.9% | $105.3M | 5.3% | $1169.5 |
| Q3 2017 | 85,000 | 10,000 | -10.5% | $81.7M | 4.2% | $961.4 |
| Q2 2017 | 95,000 | 15,000 | -13.6% | $92.0M | 4.7% | $968.0 |
| Q1 2017 | 110,000 | +10,000 | +10.0% | $97.5M | 5.6% | $886.5 |
| Q4 2016 | 100,000 | 60,000 | -37.5% | $75.0M | 4.7% | $749.9 |
| Q3 2016 | 160,000 | +10,000 | +6.7% | $134.0M | 8.4% | $837.3 |
| Q2 2016 | 150,000 | — | — | $107.3M | 7.9% | $715.6 |
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 Dorsal Capital Management, LP first disclose a AMZN position in 13F-HR filings?
Dorsal Capital Management, LP first reported AMAZON.COM (AMZN) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Dorsal Capital Management, LP's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, Dorsal Capital Management, LP added 950,001 shares of AMZN (re-initiated), bringing the total reported position to 950,001 shares at a market value of $197.9M.
Does the implied price-per-share represent Dorsal Capital 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.