Senator Investment Group LP: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, Senator Investment Group LP reported 610,000 shares of AMAZON.COM (AMZN), worth $127.1M and representing 5.8% of its 13F equity book. Quarter-over-quarter share count change: + 180,000 (+41.9%) . The position first appeared in Q1 2016 and has been disclosed across 41 13F-HR filings in Pactolio's tracked window.
- 610,000Shares Held (Latest Filing)
- $127.1MReported Market Value (Latest Filing)
- 5.8%Portfolio Weight (% of 13F Equity Book)
- +180,000Quarter-over-Quarter Share Change
- +$27.8MQuarter-over-Quarter Value Change
- 775,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 610,000 | +180,000 | +41.9% | $127.1M | 5.8% | $208.3 |
| Q4 2025 | 430,000 | 45,161 | -9.5% | $99.3M | 4.0% | $230.8 |
| Q3 2025 | 475,161 | +120,161 | +33.8% | $104.3M | 3.9% | $219.6 |
| Q2 2025 | 355,000 | +72,500 | +25.7% | $77.9M | 3.0% | $219.4 |
| Q1 2025 | 282,500 | 237,500 | -45.7% | $53.7M | 2.9% | $190.3 |
| Q4 2024 | 520,000 | 25,000 | -4.6% | $114.1M | 3.3% | $219.4 |
| Q3 2024 | 545,000 | 105,000 | -16.2% | $101.5M | 4.8% | $186.3 |
| Q2 2024 | 650,000 | 125,000 | -16.1% | $125.6M | 6.1% | $193.3 |
| Q1 2024 | 775,000 | 0 | — | $139.8M | 6.4% | $180.4 |
| Q4 2023 | 775,000 | +140,000 | +22.0% | $117.8M | 5.0% | $151.9 |
| Q3 2023 | 635,000 | +195,000 | +44.3% | $80.7M | 4.5% | $127.1 |
| Q2 2023 | 440,000 | +115,000 | +35.4% | $57.4M | 2.6% | $130.4 |
| Q1 2023 | 325,000 | +325,000 | — | $33.6M | 1.8% | $103.3 |
| Q4 2022 | 0 | 450,000 | -100.0% | $0 | 0.0% | — |
| Q3 2022 | 450,000 | +450,000 | — | $50.9M | 4.6% | $113.0 |
| Q2 2022 | 0 | 69,000 | -100.0% | $0 | 0.0% | — |
| Q1 2022 | 69,000 | 6,000 | -8.0% | $224.9M | 7.0% | $3260.0 |
| Q4 2021 | 75,000 | 5,000 | -6.3% | $250.1M | 4.8% | $3334.3 |
| Q3 2021 | 80,000 | 5,000 | -5.9% | $262.8M | 4.5% | $3285.0 |
| Q2 2021 | 85,000 | +39,000 | +84.8% | $292.4M | 5.6% | $3440.2 |
| Q1 2021 | 46,000 | 0 | — | $142.3M | 2.9% | $3094.1 |
| Q4 2020 | 46,000 | 0 | — | $149.8M | 2.8% | $3256.9 |
| Q3 2020 | 46,000 | 4,000 | -8.0% | $144.8M | 4.2% | $3148.7 |
| Q2 2020 | 50,000 | 70,000 | -58.3% | $137.9M | 4.8% | $2758.8 |
| Q1 2020 | 120,000 | +70,000 | +140.0% | $234.0M | 8.5% | $1949.7 |
| Q4 2019 | 50,000 | +50,000 | — | $92.4M | 2.5% | $1847.8 |
| 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 | 170,000 | -100.0% | $0 | 0.0% | — |
| Q4 2016 | 170,000 | 0 | — | $127.5M | 1.9% | $749.9 |
| Q3 2016 | 170,000 | 0 | — | $142.3M | 1.9% | $837.3 |
| Q2 2016 | 170,000 | 85,000 | -33.3% | $121.7M | 1.9% | $715.6 |
| Q1 2016 | 255,000 | — | — | $151.4M | 2.0% | $593.6 |
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 Senator Investment Group LP first disclose a AMZN position in 13F-HR filings?
Senator Investment Group LP first reported AMAZON.COM (AMZN) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was Senator Investment Group LP's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, Senator Investment Group LP added 180,000 shares of AMZN (+41.9%), bringing the total reported position to 610,000 shares at a market value of $127.1M.
Does the implied price-per-share represent Senator Investment Group LP'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.