SEC 13F Intelligence

Shellback Capital, LP / AMZN

Shellback Capital, LP’s Amazon Com Inc Position

Does Shellback Capital, LP own Amazon Com Inc (AMZN)? Not currently — the last reported position was 125.0K shares worth $29M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$29M
Q4 2025
Shares
125.0K
% of Portfolio
+2.75%
Quarters Held
28
position exited

Position History AMZN

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $11MQ2 ’19: $13MQ3 ’19: $5MQ4 ’19: $13MQ4 ’19Q1 ’20: $29MQ2 ’20: $12MQ3 ’20: $38MQ4 ’20: $24MQ4 ’20Q1 ’21: $34MQ2 ’21: $21MQ3 ’21: $16MQ4 ’21: $17MQ4 ’21Q1 ’22: $10MQ2 ’22: $3MQ3 ’22: $23MQ4 ’22: $4MQ4 ’22Q1 ’23: $9MQ2 ’23: $4MQ3 ’23: $19MQ4 ’23: $14MQ4 ’23Q1 ’24: $14MQ2 ’24: $12MQ4 ’24: $38MQ1 ’25: $13MQ1 ’25Q2 ’25: $35MQ3 ’25: $4MQ4 ’25: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025125.0K$29M+2.75%
Q3 202520.0K$4M+0.28%
Q2 2025160.0K$35M+2.34%
Q1 202570.0K$13M+1.29%
Q4 2024175.0K$38M+2.64%
Q2 202460.0K$12M+0.85%
Q1 202475.0K$14M+0.91%
Q4 202390.0K$14M+1.20%
Q3 2023150.0K$19M+1.84%
Q2 202330.0K$4M+0.35%
Q1 202385.0K$9M+0.99%
Q4 202250.0K$4M+0.75%
Q3 2022205.0K$23M+3.35%
Q2 202230.0K$3M+0.55%
Q1 20223.0K$10M+1.30%
Q4 20215.0K$17M+0.97%
Q3 20215.0K$16M+0.96%
Q2 20216.0K$21M+1.12%
Q1 202111.0K$34M+2.02%
Q4 20207.5K$24M+1.95%
Q3 202012.0K$38M+2.93%
Q2 20204.5K$12M+1.29%
Q1 202015.0K$29M+6.48%
Q4 20197.0K$13M+1.45%
Q3 20193.0K$5M+0.54%
Q2 20197.0K$13M+1.65%
Q1 20196.0K$11M+1.27%
Q4 201811.0K$17M+2.99%

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