JOHO CAPITAL LLC: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, JOHO CAPITAL LLC reported 266,800 shares of AMAZON.COM (AMZN), worth $55.6M and representing 14.9% of its 13F equity book. Quarter-over-quarter share count change: + 2,300 (+0.9%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 266,800Shares Held (Latest Filing)
- $55.6MReported Market Value (Latest Filing)
- 14.9%Portfolio Weight (% of 13F Equity Book)
- +2,300Quarter-over-Quarter Share Change
- -$5.5MQuarter-over-Quarter Value Change
- 266,800Peak 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 | 266,800 | +2,300 | +0.9% | $55.6M | 14.9% | $208.3 |
| Q4 2025 | 264,500 | 0 | — | $61.1M | 13.0% | $230.8 |
| Q3 2025 | 264,500 | +264,500 | — | $58.1M | 10.3% | $219.6 |
| 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 | 1,607 | -100.0% | $0 | 0.0% | — |
| Q1 2022 | 1,607 | 0 | — | $5.2M | 0.7% | $3260.1 |
| Q4 2021 | 1,607 | +55 | +3.5% | $5.4M | 0.7% | $3334.2 |
| Q3 2021 | 1,552 | 188 | -10.8% | $5.1M | 0.7% | $3284.8 |
| Q2 2021 | 1,740 | 0 | — | $6.0M | 0.9% | $3440.2 |
| Q1 2021 | 1,740 | 0 | — | $5.4M | 0.8% | $3094.3 |
| Q4 2020 | 1,740 | +1,740 | — | $5.7M | 1.0% | $3256.9 |
| Q3 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2020 | 0 | 0 | — | $0 | 0.0% | — |
| 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 | 0 | — | $0 | 0.0% | — |
| Q1 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2017 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2017 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2017 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2017 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2016 | 0 | 3,988 | -100.0% | $0 | 0.0% | — |
| Q3 2016 | 3,988 | 2 | -0.1% | $3.3M | 0.7% | $837.3 |
| Q2 2016 | 3,990 | — | — | $2.9M | 0.8% | $715.5 |
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 JOHO CAPITAL LLC first disclose a AMZN position in 13F-HR filings?
JOHO CAPITAL LLC 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 JOHO CAPITAL LLC's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, JOHO CAPITAL LLC added 2,300 shares of AMZN (+0.9%), bringing the total reported position to 266,800 shares at a market value of $55.6M.
Does the implied price-per-share represent JOHO CAPITAL LLC'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.