SEC 13F Intelligence

Third Point LLC / AMZN

Third Point LLC’s Amazon Com Inc Position

Does Third Point LLC own Amazon Com Inc (AMZN)? Yes1.94M shares worth $404M (+19.40% of its 13F portfolio) as of Q1 2026, down from 2.17M shares the prior filed quarter.

Position Value
$404M
Q1 2026
Shares
1.94M
% of Portfolio
+19.40%
Quarters Held
22
currently held

Position History AMZN

Reported value by quarter
Q4 ’19: $129MQ4 ’19Q1 ’20: $419MQ2 ’20: $579MQ3 ’20: $645MQ3 ’20Q4 ’20: $472MQ1 ’21: $353MQ2 ’21: $499MQ2 ’21Q3 ’21: $608MQ4 ’21: $784MQ1 ’22: $57MQ1 ’22Q2 ’23: $534MQ3 ’23: $595MQ4 ’23: $638MQ4 ’23Q1 ’24: $920MQ2 ’24: $986MQ3 ’24: $689MQ3 ’24Q4 ’24: $757MQ1 ’25: $447MQ2 ’25: $595MQ2 ’25Q3 ’25: $617MQ4 ’25: $500MQ1 ’26: $404MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.94M$404M+19.40%
Q4 20252.17M$500M+6.87%
Q3 20252.81M$617M+6.86%
Q2 20252.71M$595M+7.80%
Q1 20252.35M$447M+6.82%
Q4 20243.45M$757M+10.17%
Q3 20243.70M$689M+9.28%
Q2 20245.10M$986M+11.28%
Q1 20245.10M$920M+11.72%
Q4 20234.20M$638M+9.61%
Q3 20234.68M$595M+9.02%
Q2 20234.10M$534M+7.83%
Q1 202217.5K$57M+0.74%
Q4 2021235.0K$784M+5.47%
Q3 2021185.0K$608M+3.32%
Q2 2021145.0K$499M+2.92%
Q1 2021114.0K$353M+2.38%
Q4 2020145.0K$472M+3.64%
Q3 2020205.0K$645M+6.46%
Q2 2020210.0K$579M+7.93%
Q1 2020215.0K$419M+6.69%
Q4 201970.0K$129M+1.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Third Point LLC’s full portfolio or all institutional holders of AMZN.