SEC 13F Intelligence

Night Owl Capital Management, LLC / AMZN

Night Owl Capital Management, LLC’s Amazon Com Inc Position

Does Night Owl Capital Management, LLC own Amazon Com Inc (AMZN)? Yes — 264.6K shares worth $55M (+6.42% of its 13F portfolio) as of Q1 2026, up from 262.9K shares the prior filed quarter.

Position Value
$55M
Q1 2026
Shares
264.6K
% of Portfolio
+6.42%
Quarters Held
30
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $23MQ4 ’18Q1 ’19: $27MQ2 ’19: $28MQ3 ’19: $26MQ4 ’19: $28MQ4 ’19Q1 ’20: $28MQ2 ’20: $39MQ3 ’20: $46MQ4 ’20: $48MQ4 ’20Q1 ’21: $47MQ2 ’21: $52MQ3 ’21: $50MQ4 ’21: $53MQ4 ’21Q1 ’22: $52MQ2 ’22: $32MQ3 ’22: $35MQ4 ’22: $27MQ4 ’22Q1 ’23: $33MQ2 ’23: $41MQ3 ’23: $40MQ4 ’23: $48MQ4 ’23Q1 ’24: $56MQ2 ’24: $57MQ3 ’24: $56MQ4 ’24: $68MQ4 ’24Q1 ’25: $61MQ2 ’25: $74MQ3 ’25: $57MQ4 ’25: $61MQ4 ’25Q1 ’26: $55Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026264.6K$55M+6.42%
Q4 2025262.9K$61M+6.65%
Q3 2025258.5K$57M+6.19%
Q2 2025338.6K$74M+8.59%
Q1 2025318.3K$61M+7.57%
Q4 2024310.3K$68M+8.79%
Q3 2024302.7K$56M+7.71%
Q2 2024295.4K$57M+8.54%
Q1 2024310.7K$56M+8.51%
Q4 2023315.5K$48M+9.59%
Q3 2023315.7K$40M+9.96%
Q2 2023311.4K$41M+10.36%
Q1 2023321.8K$33M+11.75%
Q4 2022317.2K$27M+12.46%
Q3 2022312.7K$35M+14.71%
Q2 2022299.1K$32M+12.19%
Q1 202215.9K$52M+14.74%
Q4 202115.8K$53M+10.70%
Q3 202115.3K$50M+8.81%
Q2 202115.2K$52M+10.34%
Q1 202115.2K$47M+9.55%
Q4 202014.6K$48M+9.17%
Q3 202014.5K$46M+9.50%
Q2 202014.2K$39M+9.32%
Q1 202014.2K$28M+9.22%
Q4 201915.1K$28M+8.00%
Q3 201915.2K$26M+8.40%
Q2 201915.0K$28M+8.68%
Q1 201915.0K$27M+9.56%
Q4 201815.0K$23M+9.68%

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