LIGHT STREET CAPITAL MANAGEMENT, LLC: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reported 124,800 shares of AMAZON.COM (AMZN), worth $26.0M and representing 5.2% of its 13F equity book. Quarter-over-quarter share count change: + 55,300 (+79.6%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 124,800Shares Held (Latest Filing)
- $26.0MReported Market Value (Latest Filing)
- 5.2%Portfolio Weight (% of 13F Equity Book)
- +55,300Quarter-over-Quarter Share Change
- +$10.0MQuarter-over-Quarter Value Change
- 160,000Peak 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 | 124,800 | +55,300 | +79.6% | $26.0M | 5.2% | $208.3 |
| Q4 2025 | 69,500 | +19,467 | +38.9% | $16.0M | 2.5% | $230.8 |
| Q3 2025 | 50,033 | 34,751 | -41.0% | $11.0M | 1.8% | $219.6 |
| Q2 2025 | 84,784 | 1,067 | -1.2% | $18.6M | 3.8% | $219.4 |
| Q1 2025 | 85,851 | 26,149 | -23.3% | $16.3M | 5.3% | $190.3 |
| Q4 2024 | 112,000 | 6,107 | -5.2% | $24.6M | 5.1% | $219.4 |
| Q3 2024 | 118,107 | +107 | +0.1% | $22.0M | 5.4% | $186.3 |
| Q2 2024 | 118,000 | 42,000 | -26.3% | $22.8M | 5.5% | $193.3 |
| Q1 2024 | 160,000 | +33,500 | +26.5% | $28.9M | 7.2% | $180.4 |
| Q4 2023 | 126,500 | +7,145 | +6.0% | $19.2M | 5.8% | $151.9 |
| Q3 2023 | 119,355 | +5,985 | +5.3% | $15.2M | 4.5% | $127.1 |
| Q2 2023 | 113,370 | +113,370 | — | $14.8M | 3.9% | $130.4 |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 10,455 | -100.0% | $0 | 0.0% | — |
| Q1 2022 | 10,455 | 992 | -8.7% | $34.1M | 2.7% | $3260.0 |
| Q4 2021 | 11,447 | +290 | +2.6% | $38.2M | 2.3% | $3334.3 |
| Q3 2021 | 11,157 | 1,748 | -13.5% | $36.7M | 1.8% | $3285.0 |
| Q2 2021 | 12,905 | 3,605 | -21.8% | $44.4M | 1.9% | $3440.1 |
| Q1 2021 | 16,510 | 7,170 | -30.3% | $51.1M | 2.7% | $3094.1 |
| Q4 2020 | 23,680 | +5,180 | +28.0% | $77.1M | 2.3% | $3256.9 |
| Q3 2020 | 18,500 | 5,428 | -22.7% | $58.3M | 2.1% | $3148.8 |
| Q2 2020 | 23,928 | 33,140 | -58.1% | $66.0M | 3.2% | $2758.8 |
| Q1 2020 | 57,068 | +4,520 | +8.6% | $111.3M | 5.9% | $1949.7 |
| Q4 2019 | 52,548 | 215 | -0.4% | $97.1M | 5.8% | $1847.8 |
| Q3 2019 | 52,763 | +1,706 | +3.3% | $91.6M | 6.6% | $1735.9 |
| Q2 2019 | 51,057 | 1,293 | -2.5% | $96.7M | 5.2% | $1893.6 |
| Q1 2019 | 52,350 | 4,393 | -7.7% | $93.2M | 7.5% | $1780.7 |
| Q4 2018 | 56,743 | +5,135 | +10.0% | $85.2M | 7.8% | $1502.0 |
| Q3 2018 | 51,608 | +431 | +0.8% | $103.4M | 8.8% | $2003.0 |
| Q2 2018 | 51,177 | 1,167 | -2.2% | $87.0M | 7.4% | $1699.8 |
| Q1 2018 | 52,344 | 6,656 | -11.3% | $75.8M | 6.9% | $1447.3 |
| Q4 2017 | 59,000 | +4,000 | +7.3% | $69.0M | 9.5% | $1169.5 |
| Q3 2017 | 55,000 | 2,500 | -4.3% | $52.9M | 5.3% | $961.3 |
| Q2 2017 | 57,500 | 5,000 | -8.0% | $55.7M | 6.1% | $968.0 |
| Q1 2017 | 62,500 | 12,500 | -16.7% | $55.4M | 4.4% | $886.5 |
| Q4 2016 | 75,000 | 5,000 | -6.3% | $56.2M | 7.7% | $749.9 |
| Q3 2016 | 80,000 | +5,000 | +6.7% | $67.0M | 9.8% | $837.3 |
| Q2 2016 | 75,000 | — | — | $53.7M | 10.0% | $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 LIGHT STREET CAPITAL MANAGEMENT, LLC first disclose a AMZN position in 13F-HR filings?
LIGHT STREET CAPITAL MANAGEMENT, 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 LIGHT STREET CAPITAL MANAGEMENT, LLC's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC added 55,300 shares of AMZN (+79.6%), bringing the total reported position to 124,800 shares at a market value of $26.0M.
Does the implied price-per-share represent LIGHT STREET CAPITAL MANAGEMENT, 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.