Stephen Mandel - Lone Pine Capital
Holding/activity history for Amazon.com, Inc. (AMZN)
← All AMZN superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 4.09 | $196.00–248.94 · VW $220.27i | SEC | |
| 2025 Q4 | 2,414,520 | 4.09 | Reduce 14.13% | 0.63 | $211.03–258.60 · VW $234.02i | $557,319,506 | SEC |
| 2025 Q3 | 2,811,928 | 4.49 | Reduce 44.14% | 3.53 | $211.42–238.85 · VW $226.37i | $617,415,031 | SEC |
| 2025 Q2 | 5,033,556 | 8.00 | Add 15.64% | 1.08 | $161.38–223.82 · VW $196.80i | $1,104,311,851 | SEC |
| 2025 Q1 | 4,352,740 | 7.26 | Add 14.88% | 0.94 | $184.40–242.52 · VW $213.55i | $828,152,312 | SEC |
| 2024 Q4 | 3,789,034 | 6.17 | Reduce 30.89% | 2.35 | $180.25–233.00 · VW $204.97i | $831,276,169 | SEC |
| 2024 Q3 | 5,482,267 | 7.62 | Add 23.24% | 1.44 | $151.61–201.20 · VW $181.64i | $1,021,510,810 | SEC |
| 2024 Q2 | 4,448,280 | 6.97 | Reduce 1.01% | 0.06 | $166.32–199.84 · VW $182.18i | $859,630,110 | SEC |
| 2024 Q1 | 4,493,481 | 6.40 | Reduce 17.77% | 1.28 | $144.05–181.70 · VW $166.22i | $810,534,103 | SEC |
| 2023 Q4 | 5,464,789 | 7.18 | $151.94 | $830,320,041 | SEC | ||
| 2023 Q3 | 5,464,789 | 6.70 | Add 11.63% | 0.70 | $123.04–145.86 · VW $133.46i | $694,683,978 | SEC |
| 2023 Q2 | 4,895,544 | 5.85 | Reduce 25.88% | 1.64 | $97.71–131.49 · VW $115.62i | $638,183,116 | SEC |
| 2023 Q1 | 6,605,311 | 6.32 | Reduce 31.50% | 2.43 | $81.43–114.00 · VW $98.09i | $682,262,573 | SEC |
| 2022 Q4 | 9,642,597 | 7.73 | Add 44.20% | 2.37 | $81.69–123.00 · VW $96.68i | $809,978,148 | SEC |
| 2022 Q3 | 6,686,898 | 7.12 | Reduce 25.52% | 2.29 | $105.85–146.57 · VW $126.59i | $755,619,000 | SEC |
| 2022 Q2 | 8,977,525 | 8.99 | Add 0.69% | 0.06 | $101.26–168.39 · VW $120.63i | $953,503,000 | SEC |
| 2022 Q1 | 8,915,960 | 8.65 | Reduce 27.79% | 2.34 | $133.57–171.40 · VW $153.28i | $1,453,279,000 | SEC |
| 2021 Q4 | 12,346,420 | 8.43 | Add 70.95% | 3.50 | $158.81–188.11 · VW $171.28i | $2,058,358,000 | SEC |
| 2021 Q3 | 7,222,240 | 4.00 | Reduce 25.50% | 1.37 | $158.79–188.65 · VW $170.53i | $1,186,267,000 | SEC |
| 2021 Q2 | 9,694,820 | 5.37 | Add 0.62% | 0.03 | $155.78–177.70 · VW $167.24i | $1,667,587,000 | SEC |
| 2021 Q1 | 9,634,880 | 5.41 | Add 87.36% | 2.52 | $144.05–171.70 · VW $157.50i | $1,490,554,000 | SEC |
| 2020 Q4 | 5,142,520 | 3.04 | Reduce 23.77% | 1.08 | $147.51–174.81 · VW $159.42i | $837,441,000 | SEC |
| 2020 Q3 | 6,746,160 | 4.56 | Reduce 26.28% | 1.70 | $137.70–177.61 · VW $159.43i | $1,062,092,000 | SEC |
| 2020 Q2 | 9,150,820 | 6.48 | Reduce 21.52% | 1.53 | $94.46–139.80 · VW $121.49i | $1,262,273,000 | SEC |
| 2020 Q1 | 11,659,420 | 7.13 | Add 13.09% | 0.83 | $81.30–109.30 · VW $95.54i | $1,136,630,000 | SEC |
| 2019 Q4 | 10,310,080 | 5.24 | Reduce 17.12% | 1.11 | $84.25–95.07 · VW $89.41i | $952,569,000 | SEC |
| 2019 Q3 | 12,439,580 | 6.51 | Add 33.33% | 1.63 | $85.46–101.79 · VW $91.63i | $1,079,700,000 | SEC |
| 2019 Q2 | 9,330,220 | 5.72 | Reduce 28.41% | 2.01 | $83.60–98.22 · VW $92.72i | $883,399,000 | SEC |
| 2019 Q1 | 13,033,220 | 7.06 | Reduce 12.13% | 0.96 | $73.05–91.19 · VW $83.24i | $1,160,445,000 | SEC |
| 2018 Q4 | 14,833,220 | 7.87 | Add 112.62% | 4.17 | $65.35–101.66 · VW $81.28i | $1,113,953,000 | SEC |
| 2018 Q3 | 6,976,280 | 3.75 | Reduce 17.87% | 0.70 | $83.90–102.53 · VW $94.78i | $698,674,000 | SEC |
| 2018 Q2 | 8,494,080 | 3.93 | Reduce 26.50% | 1.12 | $67.64–88.15 · VW $79.70i | $721,912,000 | SEC |
| 2018 Q1 | 11,555,920 | 4.24 | Reduce 24.96% | 1.17 | $58.53–80.88 · VW $71.58i | $836,267,000 | SEC |
| 2017 Q4 | 15,399,920 | 4.70 | Buy | 4.70 | $47.52–60.67 · VW $56.10i | $900,487,000 | SEC |
| 2017 Q1 | 0 | 0.00 | Sell 100.00% | 5.07 | $37.38–44.52 · VW $41.78i | SEC | |
| 2016 Q4 | 25,854,560 | 5.07 | $37.49 | $969,378,000 | SEC | ||
| 2016 Q3 | 25,854,560 | 4.94 | Reduce 21.36% | 1.16 | $35.83–42.00 · VW $38.75i | $1,082,414,000 | SEC |
| 2016 Q2 | 32,877,360 | 5.44 | Reduce 17.24% | 1.05 | $29.26–36.58 · VW $34.17i | $1,176,385,000 | SEC |
| 2016 Q1 | 39,727,360 | 6.07 | Reduce 10.01% | 0.69 | $23.70–32.89 · VW $28.52i | $1,179,187,000 | SEC |
| 2015 Q4 | 44,145,040 | 6.94 | Add 13.95% | 0.85 | $25.30–34.82 · VW $31.81i | $1,491,860,000 | SEC |
| 2015 Q3 | 38,740,040 | 4.85 | Buy | 4.85 | $21.28–29.03 · VW $25.56i | $991,532,000 | SEC |
| 2013 Q4 | 0 | 0.00 | Sell 100.00% | 1.24 | $14.82–20.28 · VW $18.40i | SEC | |
| 2013 Q3 | 15,474,740 | 1.24 | Buy | 1.24 | $13.86–16.03 · VW $14.87i | $241,901,000 | SEC |
| 2010 Q4 | 0 | 0.00 | Sell 100.00% | 1.65 | $7.57–9.28 · VW $8.51i | SEC | |
| 2010 Q3 | 15,835,100 | 1.65 | Reduce 64.91% | 2.30 | $5.29–8.09 · VW $6.43i | $124,353,000 | SEC |
| 2010 Q2 | 45,121,840 | 3.54 | Add 100.38% | 1.77 | $5.30–7.55 · VW $6.42i | $246,501,000 | SEC |
| 2010 Q1 | 22,517,980 | 1.52 | Buy | 1.52 | $5.69–6.91 · VW $6.25i | $152,863,000 | SEC |
| 2008 Q3 | 0 | 0.00 | Sell 100.00% | 3.18 | $3.07–4.59 · VW $3.80i | SEC | |
| 2008 Q2 | 50,552,680 | 3.18 | Buy | 3.18 | $3.53–4.24 · VW $3.89i | $185,351,000 | SEC |
Price snapshot:
Current price$247.31
52-week low$196.00
52-week high$278.56