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Disclosery

Theleme Partners LLP: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Theleme Partners LLP on AMZN, newest first. How the timeline and the estimate are built.

Theleme Partners LLP held 822,979 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 822,979 shares
    Change vs previous 13F +87,000 shares

    11.65% of the 13F portfolio, value $196,148,815.

    13F-HR 0000919574-26-005121 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 735,979 shares
    Change vs previous 13F +52,000 shares

    10.21% of the 13F portfolio, value $153,282,346.

    13F-HR 0000919574-26-003141 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 683,979 shares
    Change vs previous 13F +120,000 shares

    10.28% of the 13F portfolio, value $157,876,033.

    13F-HR 0000919574-26-001165 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 563,979 shares
    Change vs previous 13F -124,021 shares

    7.92% of the 13F portfolio, value $123,832,869.

    13F-HR 0000919574-25-006668 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 688,000 shares
    Change vs previous 13F -162,000 shares

    9.17% of the 13F portfolio, value $150,940,320.

    13F-HR 0000919574-25-004639 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 850,000 shares
    Change vs previous 13F 0 shares

    12.71% of the 13F portfolio, value $161,721,000.

    13F-HR 0000919574-25-003069 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 850,000 shares
    Change vs previous 13F +190,000 shares

    12.5% of the 13F portfolio, value $186,481,500.

    13F-HR 0000919574-25-001195 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 660,000 shares
    Change vs previous 13F not available

    7.25% of the 13F portfolio, value $122,977,800.

    13F-HR 0000919574-24-006657 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).