EMINENCE CAPITAL, LP — AMAZON COM INC AMZN: Quarterly 13F Position History
EMINENCE CAPITAL, LP has reported AMAZON COM INC (AMZN) on 25 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2020. As of Q1 2026, the position is sized at 1,543,759 shares ($321.5M market value, 7.37% of the equity book). Quarter-over-quarter share count change: + 68,144 (+4.6%) .
- 1,543,759Shares Held (Latest Filing)
- $321.5MReported Market Value (Latest Filing)
- 7.37%Portfolio Weight (% of 13F Equity Book)
- +68,144Quarter-over-Quarter Share Change
- -$19.1MQuarter-over-Quarter Value Change
- 1,628,382Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,543,759 | +68,144 | +4.6% | $321.5M | 7.37% | $208.27 |
| Q4 2025 | 1,475,615 | 73,281 | -4.7% | $340.6M | 5.39% | $230.82 |
| Q3 2025 | 1,548,896 | +37,350 | +2.5% | $340.1M | 5.00% | $219.57 |
| Q2 2025 | 1,511,546 | +417,661 | +38.2% | $331.6M | 4.88% | $219.39 |
| Q1 2025 | 1,093,885 | +163,061 | +17.5% | $208.1M | 3.48% | $190.26 |
| Q4 2024 | 930,824 | 136,251 | -12.8% | $204.2M | 3.12% | $219.39 |
| Q3 2024 | 1,067,075 | +7,739 | +0.7% | $198.8M | 3.02% | $186.33 |
| Q2 2024 | 1,059,336 | +160,857 | +17.9% | $204.7M | 3.30% | $193.25 |
| Q1 2024 | 898,479 | +115,538 | +14.8% | $162.1M | 2.97% | $180.38 |
| Q4 2023 | 782,941 | 420,947 | -35.0% | $119.0M | 2.32% | $151.94 |
| Q3 2023 | 1,203,888 | 171,642 | -12.5% | $153.0M | 3.03% | $127.12 |
| Q2 2023 | 1,375,530 | 252,852 | -15.5% | $179.3M | 3.22% | $130.36 |
| Q1 2023 | 1,628,382 | +312,614 | +23.8% | $168.2M | 2.84% | $103.29 |
| Q4 2022 | 1,315,768 | +305,670 | +30.3% | $110.5M | 2.05% | $84.00 |
| Q3 2022 | 1,010,098 | +46,597 | +4.8% | $114.1M | 2.44% | $113.00 |
| Q2 2022 | 963,501 | +925,191 | +2415.0% | $102.3M | 2.03% | $106.21 |
| Q1 2022 | 38,310 | +880 | +2.4% | $124.9M | 2.00% | $3259.96 |
| Q4 2021 | 37,430 | 5,697 | -13.2% | $124.8M | 1.63% | $3334.33 |
| Q3 2021 | 43,127 | 20,731 | -32.5% | $141.7M | 1.94% | $3285.04 |
| Q2 2021 | 63,858 | +21,659 | +51.3% | $219.7M | 2.72% | $3440.16 |
| Q1 2021 | 42,199 | +33,935 | +410.6% | $130.6M | 1.62% | $3094.08 |
| Q4 2020 | 8,264 | +253 | +3.2% | $26.9M | 0.31% | $3256.90 |
| Q3 2020 | 8,011 | 266 | -3.2% | $25.2M | 0.33% | $3148.67 |
| Q2 2020 | 8,277 | +806 | +10.8% | $22.8M | 0.30% | $2758.85 |
| Q1 2020 | 7,471 | — | — | $14.6M | 0.18% | $1949.67 |
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 EMINENCE CAPITAL, LP first disclose a AMZN position in 13F-HR filings?
EMINENCE CAPITAL, LP first reported AMAZON COM INC (AMZN) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.
What was EMINENCE CAPITAL, LP's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, EMINENCE CAPITAL, LP added 68,144 shares of AMZN (+4.6%), bringing the total reported position to 1,543,759 shares at a market value of $321.5M.
Does the implied price-per-share represent EMINENCE CAPITAL, 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.