Position
ValueAct 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 $54.7M$208.27 → $238.34
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.86M | $428.8M | — | — | — | 5.5% |
| Q1 2026 | 1.82M | $378.9M | $208.27 | −$41M | −$8.87M | 4.9% |
| Q2 2026 | 2.45M | $583.4M | $238.34 | $54.7M | $149.7M | 4.7% |