Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionD1 Capital Partners L.P.
ManagerDaniel Sundheim
Latest Disclosed Ownership1,807,523 shares
Latest Disclosed Value $ 376,452,815
D1 Capital Partners L.P. reports 34.84% increase in ownership of AMZ / Amazon.com, Inc.

On May 15, 2026 - D1 Capital Partners L.P. filed a 13F-HR form disclosing ownership of 1,807,523 shares of Amazon.com, Inc. (BG:AMZ) valued at $376,452,815 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,340,523 shares of Amazon.com, Inc.. This represents a change in shares of 34.84% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AMAZON COM COM 023135106 1,807,523 467,000 34.84 376,453 21.66 3.3514
2026-02-17 2025-12-31 13F AMAZON COM COM 023135106 1,340,523 1,340,523 309,420 2.8912
2025-11-14 2025-09-30 13F AMAZON COM COM 023135106 0 -700,887 -100.00 0 -100.00
2025-08-14 2025-06-30 13F AMAZON COM COM 023135106 700,887 -250,347 -26.32 153,768 -15.04 2.1345
2025-05-15 2025-03-31 13F AMAZON COM COM 023135106 951,234 542,000 132.44 180,982 101.58 2.7727
2025-02-14 2024-12-31 13F AMAZON COM COM 023135106 409,234 -802,000 -66.21 89,782 -60.22 1.4922
2024-11-14 2024-09-30 13F AMAZON COM COM 023135106 1,211,234 -80,092 -6.20 225,689 -9.56 4.3595
2024-08-14 2024-06-30 13F AMAZON COM COM 023135106 1,291,326 515,924 66.54 249,549 78.42 4.2092
2024-05-15 2024-03-31 13F AMAZON COM COM 023135106 775,402 -453,000 -36.88 139,867 -25.06 2.1270
2024-02-14 2023-12-31 13F AMAZON COM COM 023135106 1,228,402 324,000 35.82 186,643 62.34 3.2798
2023-11-14 2023-09-30 13F AMAZON COM COM 023135106 904,402 904,402 114,968 1.6559
2023-08-14 2023-06-30 13F AMAZON COM COM 023135106 0 -2,752,422 -100.00 0 -100.00
2023-05-15 2023-03-31 13F AMAZON COM COM 023135106 2,752,422 -4,588,491 -62.51 284,298 -53.90 5.3497
2023-02-14 2022-12-31 13F AMAZON COM COM 023135106 7,340,913 2,333,293 46.59 616,637 8.97 12.6433
2022-11-14 2022-09-30 13F AMAZON COM COM 023135106 5,007,620 831,000 19.90 565,861 27.56 10.3262
2022-08-15 2022-06-30 13F AMAZON COM COM 023135106 4,176,620 3,978,187 2,004.80 443,599 -31.43 10.5103
2022-05-16 2022-03-31 13F AMAZON COM COM 023135106 198,433 -56,221 -22.08 646,882 -23.82 7.6174
2022-02-14 2021-12-31 13F AMAZON COM COM 023135106 254,654 35,200 16.04 849,103 17.78 5.1292
2021-11-15 2021-09-30 13F AMAZON COM COM 023135106 219,454 -91,900 -29.52 720,915 -32.69 4.0309
2021-08-16 2021-06-30 13F AMAZON COM COM 023135106 311,354 146,754 89.16 1,071,108 110.32 7.0025
2021-05-17 2021-03-31 13F AMAZON COM COM 023135106 164,600 52,400 46.70 509,286 39.37 3.7693
2021-02-16 2020-12-31 13F AMAZON COM COM 023135106 112,200 112,200 365,428 1.7249
2020-11-16 2020-09-30 13F AMAZON COM COM 023135106 0 -149,400 -100.00 0 -100.00
2020-08-14 2020-06-30 13F AMAZON COM COM 023135106 149,400 -215,600 -59.07 412,168 -42.08 3.0740
2020-05-15 2020-03-31 13F AMAZON COM COM 023135106 365,000 -125,000 -25.51 711,648 -21.40 7.3592
2020-02-14 2019-12-31 13F AMAZON COM COM 023135106 490,000 78,500 19.08 905,442 26.75 13.2927
2019-11-14 2019-09-30 13F AMAZON COM COM 023135106 411,500 345,000 518.80 714,327 467.26 9.8671
2019-08-14 2019-06-30 13F AMAZON COM COM 023135106 66,500 66,500 125,926 1.7948
2019-05-15 2019-03-31 13F AMAZON COM COM 023135106 0 -283,800 -100.00 0 -100.00
2019-02-14 2018-12-31 13F AMAZON COM COM 023135106 283,800 283,800 426,259 8.1834
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.