Palestra Capital Management LLC: AMAZON.COM INC (AMZN): Quarterly 13F Position History
As of Q2 2026, Palestra Capital Management LLC reported 942,732 shares of AMAZON.COM INC (AMZN), worth $224.7M and representing 7.6% of its 13F equity book. Quarter-over-quarter share count change: + 775,993 (+465.4%) . The position first appeared in Q1 2020 and has been disclosed across 26 13F-HR filings in Pactolio's tracked window.
- 942,732Shares Held (Latest Filing)
- $224.7MReported Market Value (Latest Filing)
- 7.6%Portfolio Weight (% of 13F Equity Book)
- +775,993Quarter-over-Quarter Share Change
- +$190.0MQuarter-over-Quarter Value Change
- 1,051,489Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 942,732 | +775,993 | +465.4% | $224.7M | 7.6% | $238.3 |
| Q1 2026 | 166,739 | 585,803 | -77.8% | $34.7M | 1.4% | $208.3 |
| Q4 2025 | 752,542 | +23,743 | +3.3% | $173.7M | 6.2% | $230.8 |
| Q3 2025 | 728,799 | +64,480 | +9.7% | $160.0M | 5.3% | $219.6 |
| Q2 2025 | 664,319 | +664,319 | – | $145.7M | 4.3% | $219.4 |
| Q1 2025 | 0 | 408,896 | -100.0% | $0 | 0.0% | – |
| Q4 2024 | 408,896 | 166,419 | -28.9% | $89.7M | 2.5% | $219.4 |
| Q3 2024 | 575,315 | +40,910 | +7.7% | $107.2M | 3.5% | $186.3 |
| Q2 2024 | 534,405 | 58,332 | -9.8% | $103.3M | 4.1% | $193.3 |
| Q1 2024 | 592,737 | 90,410 | -13.2% | $106.9M | 4.1% | $180.4 |
| Q4 2023 | 683,147 | +56,781 | +9.1% | $103.8M | 5.2% | $151.9 |
| Q3 2023 | 626,366 | +626,366 | – | $79.6M | 4.2% | $127.1 |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 1,051,489 | -100.0% | $0 | 0.0% | – |
| Q3 2022 | 1,051,489 | +1,019,933 | +3232.1% | $118.8M | 5.6% | $113.0 |
| Q2 2022 | 31,556 | 26,173 | -45.3% | $3.4M | 0.2% | $106.2 |
| Q1 2022 | 57,729 | +17,051 | +41.9% | $188.2M | 5.9% | $3260.0 |
| Q4 2021 | 40,678 | +40,678 | – | $135.6M | 4.0% | $3334.3 |
| Q3 2021 | 0 | 42,265 | -100.0% | $0 | 0.0% | – |
| Q2 2021 | 42,265 | +42,265 | – | $145.4M | 3.2% | $3440.2 |
| Q1 2021 | 0 | 32,955 | -100.0% | $0 | 0.0% | – |
| Q4 2020 | 32,955 | 3,920 | -10.6% | $107.3M | 2.1% | $3256.9 |
| Q3 2020 | 36,875 | 15,300 | -29.3% | $116.1M | 2.7% | $3148.7 |
| Q2 2020 | 52,175 | 57,289 | -52.3% | $143.9M | 3.7% | $2758.8 |
| Q1 2020 | 109,464 | – | – | $213.4M | 6.9% | $1949.7 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Palestra Capital Management LLC first disclose a AMZN position in 13F-HR filings?
Palestra Capital Management LLC 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 26 reported quarters within Pactolio's tracked window.
What was Palestra Capital Management LLC's most recent quarter-over-quarter share-count change in AMZN?
Between Q1 2026 and Q2 2026, Palestra Capital Management LLC added 775,993 shares of AMZN (+465.4%), bringing the total reported position to 942,732 shares at a market value of $224.7M.
Does the implied price-per-share represent Palestra 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.