SEC 13F Intelligence

Valueact Holdings, L.P. / AMZN

Valueact Holdings, L.P.’s Amazon Com Inc Position

Does Valueact Holdings, L.P. own Amazon Com Inc (AMZN)? Yes — 2.88M shares worth $601M (+10.52% of its 13F portfolio) as of Q1 2026, down from 3.39M shares the prior filed quarter.

Position Value
$601M
Q1 2026
Shares
2.88M
% of Portfolio
+10.52%
Quarters Held
6
currently held

Position History AMZN

Reported value by quarter
Q4 ’24: $118MQ4 ’24Q1 ’25: $107MQ1 ’25Q2 ’25: $850MQ2 ’25Q3 ’25: $769MQ3 ’25Q4 ’25: $783MQ4 ’25Q1 ’26: $601MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.88M$601M+10.52%
Q4 20253.39M$783M+11.15%
Q3 20253.50M$769M+12.96%
Q2 20253.87M$850M+15.17%
Q1 2025563.1K$107M+2.34%
Q4 2024536.9K$118M+2.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valueact Holdings, L.P.’s full portfolio or all institutional holders of AMZN.