SEC 13F Intelligence

Meritage Group LP / AMZN

Meritage Group LP’s Amazon Com Inc Position

Does Meritage Group LP own Amazon Com Inc (AMZN)? Yes1.86M shares worth $386M (+14.58% of its 13F portfolio) as of Q1 2026, up from 1.84M shares the prior filed quarter.

Position Value
$386M
Q1 2026
Shares
1.86M
% of Portfolio
+14.58%
Quarters Held
26
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $228MQ4 ’18Q1 ’19: $271MQ2 ’19: $289MQ3 ’19: $267MQ4 ’19: $311MQ4 ’19Q1 ’20: $273MQ2 ’21: $306MQ3 ’21: $288MQ4 ’21: $401MQ4 ’21Q1 ’22: $428MQ2 ’22: $318MQ3 ’22: $344MQ4 ’22: $261,387Q4 ’22Q1 ’23: $323,212Q2 ’23: $293,098Q3 ’23: $249,919Q4 ’23: $243,066Q4 ’23Q1 ’24: $295,279Q2 ’24: $319MQ3 ’24: $277MQ4 ’24: $326MQ4 ’24Q1 ’25: $324MQ2 ’25: $495MQ3 ’25: $496MQ4 ’25: $425MQ4 ’25Q1 ’26: $386Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.86M$386M+14.58%
Q4 20251.84M$425M+13.23%
Q3 20252.26M$496M+14.16%
Q2 20252.26M$495M+13.57%
Q1 20251.71M$324M+8.92%
Q4 20241.49M$326M+7.77%
Q3 20241.49M$277M+6.47%
Q2 20241.65M$319M+8.11%
Q1 20241.64M$295,279+6.95%
Q4 20231.60M$243,066+5.60%
Q3 20231.97M$249,919+5.93%
Q2 20232.25M$293,098+8.17%
Q1 20233.13M$323,212+9.78%
Q4 20223.11M$261,387+9.01%
Q3 20223.04M$344M+10.30%
Q2 20222.99M$318M+9.18%
Q1 2022131.4K$428M+6.67%
Q4 2021120.2K$401M+6.80%
Q3 202187.7K$288M+5.68%
Q2 202189.0K$306M+5.74%
Q1 2020140.1K$273M+7.43%
Q4 2019168.5K$311M+5.47%
Q3 2019153.8K$267M+5.00%
Q2 2019152.4K$289M+5.05%
Q1 2019152.4K$271M+5.76%
Q4 2018151.9K$228M+5.40%

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