Soroban Capital Partners LP: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, Soroban Capital Partners LP reported 8,367,474 shares of AMAZON.COM (AMZN), worth $1.7B and representing 12.5% of its 13F equity book. Quarter-over-quarter share count change: + 2,441,478 (+41.2%) . The position first appeared in Q1 2020 and has been disclosed across 25 13F-HR filings in Pactolio's tracked window.
- 8,367,474Shares Held (Latest Filing)
- $1.7BReported Market Value (Latest Filing)
- 12.5%Portfolio Weight (% of 13F Equity Book)
- +2,441,478Quarter-over-Quarter Share Change
- +$441.5MQuarter-over-Quarter Value Change
- 8,367,474Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 8,367,474 | +2,441,478 | +41.2% | $1.7B | 12.5% | $208.3 |
| Q4 2025 | 5,925,996 | 1,230,840 | -17.2% | $1.3B | 9.5% | $219.6 |
| Q3 2025 | 7,156,836 | +2,354,938 | +49.0% | $1.6B | 12.9% | $219.6 |
| Q2 2025 | 4,801,898 | +3,031,598 | +171.2% | $1.1B | 10.3% | $219.4 |
| Q1 2025 | 1,770,300 | +1,770,300 | — | $336.8M | 4.8% | $190.3 |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 3,948,200 | -100.0% | $0 | 0.0% | — |
| Q4 2022 | 3,948,200 | 0 | — | $331.6M | 4.0% | $84.0 |
| Q3 2022 | 3,948,200 | 0 | — | $446.1M | 4.8% | $113.0 |
| Q2 2022 | 3,948,200 | +3,678,005 | +1361.2% | $419.3M | 3.7% | $106.2 |
| Q1 2022 | 270,195 | +27,440 | +11.3% | $880.8M | 7.3% | $3259.9 |
| Q4 2021 | 242,755 | +2,362 | +1.0% | $809.4M | 6.3% | $3334.3 |
| Q3 2021 | 240,393 | 4,578 | -1.9% | $789.7M | 7.4% | $3285.0 |
| Q2 2021 | 244,971 | 17,560 | -6.7% | $842.7M | 7.9% | $3440.2 |
| Q1 2021 | 262,531 | +13,290 | +5.3% | $812.3M | 7.6% | $3094.1 |
| Q4 2020 | 249,241 | +51,831 | +26.3% | $811.8M | 8.0% | $3256.9 |
| Q3 2020 | 197,410 | 30,370 | -13.3% | $621.6M | 7.6% | $3148.7 |
| Q2 2020 | 227,780 | 77,220 | -25.3% | $628.4M | 9.8% | $2758.8 |
| Q1 2020 | 305,000 | — | — | $594.7M | 11.3% | $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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Soroban Capital Partners LP first disclose a AMZN position in 13F-HR filings?
Soroban Capital Partners LP first reported AMAZON.COM (AMZN) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.
What was Soroban Capital Partners LP's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, Soroban Capital Partners LP added 2,441,478 shares of AMZN (+41.2%), bringing the total reported position to 8,367,474 shares at a market value of $1.7B.
Does the implied price-per-share represent Soroban Capital Partners 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.