Position
Third Point in Amazon Com Inc
Back to the book · All holders of AMZN
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $52.6M$208.27 → $238.34
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 2.17M | $499.7M | — | — | — | 6.9% |
| Q1 2026 | 1.94M | $404M | $208.27 | −$43.7M | −$51.9M | 19.4% |
| Q2 2026 | 1.75M | $417.1M | $238.34 | $52.6M | −$39.6M | 8.9% |