Triple Frond Partners LLC: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, Triple Frond Partners LLC reported 478,534 shares of AMAZON.COM (AMZN), worth $99.7M and representing 10.4% of its 13F equity book. The position first appeared in Q3 2021 and has been disclosed across 19 13F-HR filings in Pactolio's tracked window.
- 478,534Shares Held (Latest Filing)
- $99.7MReported Market Value (Latest Filing)
- 10.4%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$10.8MQuarter-over-Quarter Value Change
- 719,936Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 19 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 478,534 | 0 | — | $99.7M | 10.4% | $208.3 |
| Q4 2025 | 478,534 | 61,917 | -11.5% | $110.5M | 11.5% | $230.8 |
| Q3 2025 | 540,451 | +53,260 | +10.9% | $118.7M | 12.9% | $219.6 |
| Q2 2025 | 487,191 | 0 | — | $61.7M | 10.8% | $126.7 |
| Q1 2025 | 487,191 | 42,800 | -8.1% | $92.7M | 12.5% | $190.3 |
| Q4 2024 | 529,991 | 66,780 | -11.2% | $116.3M | 15.1% | $219.4 |
| Q3 2024 | 596,771 | +54,870 | +10.1% | $111.2M | 14.4% | $186.3 |
| Q2 2024 | 541,901 | 0 | — | $104.7M | 12.3% | $193.2 |
| Q1 2024 | 541,901 | 0 | — | $97.7M | 11.1% | $180.4 |
| Q4 2023 | 541,901 | 178,035 | -24.7% | $82.3M | 9.8% | $151.9 |
| Q3 2023 | 719,936 | 0 | — | $91.5M | 11.6% | $127.1 |
| Q2 2023 | 719,936 | 0 | — | $93.9M | 12.1% | $130.4 |
| Q1 2023 | 719,936 | +140,800 | +24.3% | $74.4M | 10.8% | $103.3 |
| Q4 2022 | 579,136 | +110,360 | +23.5% | $48.6M | 8.0% | $84.0 |
| Q3 2022 | 468,776 | 59,184 | -11.2% | $53.0M | 9.3% | $113.0 |
| Q2 2022 | 527,960 | +507,193 | +2442.3% | $56.1M | 8.6% | $106.2 |
| Q1 2022 | 20,767 | 0 | — | $67.7M | 8.4% | $3259.9 |
| Q4 2021 | 20,767 | 1,090 | -5.0% | $69.2M | 7.8% | $3334.3 |
| Q3 2021 | 21,857 | — | — | $71.8M | 7.8% | $3285.0 |
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 Triple Frond Partners LLC first disclose a AMZN position in 13F-HR filings?
Triple Frond Partners LLC first reported AMAZON.COM (AMZN) on its 13F-HR filing for the period ending 2021-09-30 (Q3 2021). The position has appeared on 19 reported quarters within Pactolio's tracked window.
What was Triple Frond Partners LLC's most recent quarter-over-quarter share-count change in AMZN?
Triple Frond Partners LLC held the same 478,534 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 Triple Frond Partners 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.