Newlands Management Operations LLC: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, Newlands Management Operations LLC reported 6,589,070 shares of AMAZON.COM (AMZN), worth $1.4B and representing 8.9% of its 13F equity book. The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 6,589,070Shares Held (Latest Filing)
- $1.4BReported Market Value (Latest Filing)
- 8.9%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$148.6MQuarter-over-Quarter Value Change
- 6,589,070Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 6,589,070 | 0 | — | $1.4B | 8.9% | $208.3 |
| Q4 2025 | 6,589,070 | 0 | — | $1.5B | 7.8% | $230.8 |
| Q3 2025 | 6,589,070 | 0 | — | $1.4B | 6.9% | $219.6 |
| Q2 2025 | 6,589,070 | 0 | — | $1.4B | 7.6% | $219.4 |
| Q1 2025 | 6,589,070 | 0 | — | $1.3B | 8.5% | $190.3 |
| Q4 2024 | 6,589,070 | 0 | — | $1.4B | 9.1% | $219.4 |
| Q3 2024 | 6,589,070 | 0 | — | $1.2B | 8.9% | $186.3 |
| Q2 2024 | 6,589,070 | 0 | — | $1.3B | 10.5% | $193.3 |
| Q1 2024 | 6,589,070 | 0 | — | $1.2B | 9.6% | $180.4 |
| Q4 2023 | 6,589,070 | 0 | — | $1.0B | 9.2% | $151.9 |
| Q3 2023 | 6,589,070 | 0 | — | $837.6M | 8.9% | $127.1 |
| Q2 2023 | 6,589,070 | +2,131,430 | +47.8% | $859.0M | 9.1% | $130.4 |
| Q1 2023 | 4,457,640 | +834,400 | +23.0% | $460.4M | 8.2% | $103.3 |
| Q4 2022 | 3,623,240 | — | — | $304.4M | 8.0% | $84.0 |
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 Newlands Management Operations LLC first disclose a AMZN position in 13F-HR filings?
Newlands Management Operations LLC first reported AMAZON.COM (AMZN) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was Newlands Management Operations LLC's most recent quarter-over-quarter share-count change in AMZN?
Newlands Management Operations LLC held the same 6,589,070 shares of AMZN between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Newlands Management Operations 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.