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EMINENCE CAPITAL, LP

Position in AMZN — Amazon Com Inc

CIK 1107310 NEW YORK, NY

Position in AMZN

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$321,518,686
-$19,082,768 QoQ
Shares Held
1,543,759
+4.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
7.94%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMZN Over Time

Shares Held

Position Value (USD)

Derivatives in AMZN

reported options exposure · as of Mar 31, 2024
CallValue
$229,623,740
CallShares
1,273,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Internet Retail

Consumer Cyclical · as of Mar 31, 2026

EMINENCE CAPITAL, LP holds $1,059,101,964 across 4 Internet Retail names. AMZN ranks #2 (30.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMZN
Amazon Com Inc
This page
1,543,759 $321,518,686

All Filings in AMZN

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $321,518,686 1,543,759
2025-12-31 $340,601,454 1,475,615
2025-09-30 $340,091,094 1,548,896
2025-06-30 $331,618,076 1,511,546
2025-03-31 $208,122,560 1,093,885
2024-12-31 $204,213,477 930,824
2024-09-30 $198,828,084 1,067,075
2024-06-30 $204,716,682 1,059,336
2024-03-31 $229,623,740 1,273,000
2024-03-31 $162,067,642 898,479
2023-12-31 $9,617,802 63,300
2023-12-31 $118,960,055 782,941
2023-09-30 $153,038,242 1,203,888
2023-06-30 $179,314,090 1,375,530
2023-03-31 $168,195,576 1,628,382
2022-12-31 $110,524,512 1,315,768
2022-09-30 $114,141,074 1,010,098
2022-06-30 $102,333,441 963,501
2022-03-31 $6,244,434 38,310
2021-12-31 $6,240,217 37,430
2021-09-30 $7,083,696 43,127
2021-06-30 $10,984,086 63,858
2021-03-31 $6,528,354 42,199
2020-12-31 $1,345,763 8,264
2020-09-30 $1,261,223 8,011
2020-06-30 $1,141,737 8,277
2020-03-31 $728,317 7,471