Voyager Global Management LP: AMAZON.COM (AMZN): Quarterly 13F Position History
As of Q1 2026, Voyager Global Management LP reported 2,175,000 shares of AMAZON.COM (AMZN), worth $453.0M and representing 15.4% of its 13F equity book. Quarter-over-quarter share count change: + 375,000 (+20.8%) . The position first appeared in Q4 2021 and has been disclosed across 18 13F-HR filings in Pactolio's tracked window.
- 2,175,000Shares Held (Latest Filing)
- $453.0MReported Market Value (Latest Filing)
- 15.4%Portfolio Weight (% of 13F Equity Book)
- +375,000Quarter-over-Quarter Share Change
- +$37.5MQuarter-over-Quarter Value Change
- 3,400,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 18 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,175,000 | +375,000 | +20.8% | $453.0M | 15.4% | $208.3 |
| Q4 2025 | 1,800,000 | 75,000 | -4.0% | $415.5M | 12.2% | $230.8 |
| Q3 2025 | 1,875,000 | +350,000 | +23.0% | $411.7M | 12.1% | $219.6 |
| Q2 2025 | 1,525,000 | 135,000 | -8.1% | $334.6M | 12.0% | $219.4 |
| Q1 2025 | 1,660,000 | +460,000 | +38.3% | $315.8M | 14.1% | $190.3 |
| Q4 2024 | 1,200,000 | 175,000 | -12.7% | $263.3M | 10.5% | $219.4 |
| Q3 2024 | 1,375,000 | +225,000 | +19.6% | $256.2M | 11.1% | $186.3 |
| Q2 2024 | 1,150,000 | 200,000 | -14.8% | $222.2M | 9.9% | $193.3 |
| Q1 2024 | 1,350,000 | 280,000 | -17.2% | $243.5M | 11.8% | $180.4 |
| Q4 2023 | 1,630,000 | 570,000 | -25.9% | $247.7M | 11.8% | $151.9 |
| Q3 2023 | 2,200,000 | +400,000 | +22.2% | $279.7M | 13.1% | $127.1 |
| Q2 2023 | 1,800,000 | 1,000,000 | -35.7% | $234.6M | 11.4% | $130.4 |
| Q1 2023 | 2,800,000 | 600,000 | -17.6% | $289.2M | 15.9% | $103.3 |
| Q4 2022 | 3,400,000 | +1,150,000 | +51.1% | $285.6M | 17.7% | $84.0 |
| Q3 2022 | 2,250,000 | +250,000 | +12.5% | $254.3M | 14.7% | $113.0 |
| Q2 2022 | 2,000,000 | +1,927,000 | +2639.7% | $212.4M | 13.6% | $106.2 |
| Q1 2022 | 73,000 | +25,000 | +52.1% | $238.0M | 13.6% | $3259.9 |
| Q4 2021 | 48,000 | — | — | $160.0M | 11.6% | $3334.3 |
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 Voyager Global Management LP first disclose a AMZN position in 13F-HR filings?
Voyager Global Management LP first reported AMAZON.COM (AMZN) on its 13F-HR filing for the period ending 2021-12-31 (Q4 2021). The position has appeared on 18 reported quarters within Pactolio's tracked window.
What was Voyager Global Management LP's most recent quarter-over-quarter share-count change in AMZN?
Between Q4 2025 and Q1 2026, Voyager Global Management LP added 375,000 shares of AMZN (+20.8%), bringing the total reported position to 2,175,000 shares at a market value of $453.0M.
Does the implied price-per-share represent Voyager Global Management 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.