POLEN CAPITAL MANAGEMENT LLC: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, POLEN CAPITAL MANAGEMENT LLC reported 3,896,739 shares of AMAZON.COM (AMZN), worth $811.6M and representing 5.6% of its 13F equity book. Quarter-over-quarter share count change: 4,756,982 (-55.0%) . The position first appeared in Q1 2021 and has been disclosed across 21 13F-HR filings in Pactolio's tracked window.
- 3,896,739Shares Held (Latest Filing)
- $811.6MReported Market Value (Latest Filing)
- 5.6%Portfolio Weight (% of 13F Equity Book)
- 4,756,982Quarter-over-Quarter Share Change
- -$1.2BQuarter-over-Quarter Value Change
- 44,882,757Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 21 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,896,739 | 4,756,982 | -55.0% | $811.6M | 5.6% | $208.3 |
| Q4 2025 | 8,653,721 | 2,592,807 | -23.1% | $2.0B | 8.5% | $230.8 |
| Q3 2025 | 11,246,528 | 2,675,312 | -19.2% | $2.5B | 8.0% | $219.6 |
| Q2 2025 | 13,921,840 | 3,825,555 | -21.6% | $3.1B | 9.4% | $219.4 |
| Q1 2025 | 17,747,395 | 1,799,217 | -9.2% | $3.4B | 10.6% | $190.3 |
| Q4 2024 | 19,546,612 | 6,198,245 | -24.1% | $4.3B | 11.6% | $219.4 |
| Q3 2024 | 25,744,857 | 3,879,033 | -13.1% | $4.8B | 12.4% | $186.3 |
| Q2 2024 | 29,623,890 | 4,787,351 | -13.9% | $5.7B | 14.4% | $193.3 |
| Q1 2024 | 34,411,241 | 1,862,644 | -5.1% | $6.2B | 14.3% | $180.4 |
| Q4 2023 | 36,273,885 | 1,124,266 | -3.0% | $5.5B | 13.3% | $151.9 |
| Q3 2023 | 37,398,151 | 4,846,037 | -11.5% | $4.8B | 12.5% | $127.1 |
| Q2 2023 | 42,244,188 | 2,638,569 | -5.9% | $5.5B | 13.7% | $130.4 |
| Q1 2023 | 44,882,757 | +9,734,356 | +27.7% | $4.6B | 12.2% | $103.3 |
| Q4 2022 | 35,148,401 | 2,089,456 | -5.6% | $3.0B | 8.6% | $84.0 |
| Q3 2022 | 37,237,857 | 322,748 | -0.9% | $4.2B | 11.8% | $113.0 |
| Q2 2022 | 37,560,605 | +36,118,513 | +2504.6% | $4.0B | 10.5% | $106.2 |
| Q1 2022 | 1,442,092 | 31,255 | -2.1% | $4.7B | 9.2% | $3260.0 |
| Q4 2021 | 1,473,347 | +320,440 | +27.8% | $4.9B | 8.3% | $3334.3 |
| Q3 2021 | 1,152,907 | +456,024 | +65.4% | $3.8B | 7.0% | $3285.0 |
| Q2 2021 | 696,883 | +51,347 | +8.0% | $2.4B | 4.6% | $3440.2 |
| Q1 2021 | 645,536 | — | — | $2.0B | 4.5% | $3094.1 |
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 POLEN CAPITAL MANAGEMENT LLC first disclose a AMZN position in 13F-HR filings?
POLEN CAPITAL MANAGEMENT LLC first reported AMAZON.COM (AMZN) on its 13F-HR filing for the period ending 2021-03-31 (Q1 2021). The position has appeared on 21 reported quarters within Pactolio's tracked window.
What was POLEN CAPITAL MANAGEMENT LLC's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, POLEN CAPITAL MANAGEMENT LLC reduced its AMZN position by 4,756,982 shares (-55.0%), leaving 3,896,739 shares at a market value of $811.6M.
Does the implied price-per-share represent POLEN 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.