SEC 13F Intelligence

Vulcan Value Partners, LLC / AMZN

Vulcan Value Partners, LLC’s Amazon Com Inc Position

Does Vulcan Value Partners, LLC own Amazon Com Inc (AMZN)? Yes — 1.60M shares worth $332M (+8.81% of its 13F portfolio) as of Q1 2026, down from 1.76M shares the prior filed quarter.

Position Value
$332M
Q1 2026
Shares
1.60M
% of Portfolio
+8.81%
Quarters Held
30
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $382MQ4 ’18Q1 ’19: $553MQ2 ’19: $518MQ3 ’19: $532MQ4 ’19: $608MQ4 ’19Q1 ’20: $562MQ2 ’20: $903MQ3 ’20: $882MQ4 ’20: $962MQ4 ’20Q1 ’21: $1.1BQ2 ’21: $1.3BQ3 ’21: $1.3BQ4 ’21: $1.3BQ4 ’21Q1 ’22: $1.2BQ2 ’22: $693MQ3 ’22: $599MQ4 ’22: $426,038Q4 ’22Q1 ’23: $536,805Q2 ’23: $570,779Q3 ’23: $452,431Q4 ’23: $476,473Q4 ’23Q1 ’24: $524,825Q2 ’24: $481,612Q3 ’24: $425MQ4 ’24: $425MQ4 ’24Q1 ’25: $334MQ2 ’25: $439MQ3 ’25: $413MQ4 ’25: $406,173Q4 ’25Q1 ’26: $332Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.60M$332M+8.81%
Q4 20251.76M$406,173+7.46%
Q3 20251.88M$413M+7.49%
Q2 20251.94M$439M+7.74%
Q1 20251.76M$334M+6.27%
Q4 20241.94M$425M+7.11%
Q3 20242.28M$425M+7.12%
Q2 20242.49M$481,612+6.83%
Q1 20242.91M$524,825+7.62%
Q4 20233.14M$476,473+6.99%
Q3 20233.56M$452,431+6.89%
Q2 20234.38M$570,779+7.17%
Q1 20235.20M$536,805+6.79%
Q4 20225.07M$426,038+5.72%
Q3 20225.30M$599M+7.01%
Q2 20226.52M$693M+6.78%
Q1 2022361.2K$1.2B+7.23%
Q4 2021390.5K$1.3B+6.66%
Q3 2021381.7K$1.3B+6.74%
Q2 2021365.8K$1.3B+6.82%
Q1 2021366.3K$1.1B+6.69%
Q4 2020295.4K$962M+6.22%
Q3 2020280.0K$882M+6.86%
Q2 2020327.3K$903M+7.10%
Q1 2020288.0K$562M+5.82%
Q4 2019328.9K$608M+4.66%
Q3 2019306.2K$532M+4.50%
Q2 2019273.8K$518M+4.61%
Q1 2019310.6K$553M+4.77%
Q4 2018254.0K$382M+3.52%

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