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ValueAct Holdings, L.P.: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ValueAct Holdings, L.P. on AMZN, newest first. How the timeline and the estimate are built.

ValueAct Holdings, L.P. held 2,941,700 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,941,700 shares
    Change vs previous 13F +57,100 shares

    12.44% of the 13F portfolio, value $701,124,778.

    13F-HR 0001418814-26-000003 filed by ValueAct Holdings, L.P.
    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 2,884,600 shares
    Change vs previous 13F -509,700 shares

    10.52% of the 13F portfolio, value $600,775,642.

    13F-HR 0001418814-26-000002 filed by ValueAct Holdings, L.P.
    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 3,394,300 shares
    Change vs previous 13F -106,200 shares

    11.15% of the 13F portfolio, value $783,472,326.

    13F-HR 0001418814-26-000001 filed by ValueAct Holdings, L.P.
    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 3,500,500 shares
    Change vs previous 13F -372,000 shares

    12.96% of the 13F portfolio, value $768,604,785.

    13F-HR 0001418814-25-000003 filed by ValueAct Holdings, L.P.
    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 3,872,500 shares
    Change vs previous 13F +3,309,400 shares

    15.17% of the 13F portfolio, value $849,587,775.

    13F-HR 0001418812-25-000025 filed by ValueAct Holdings, L.P.
    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 563,100 shares
    Change vs previous 13F +26,200 shares

    2.34% of the 13F portfolio, value $107,135,406.

    13F-HR 0001418812-25-000015 filed by ValueAct Holdings, L.P.
    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 536,900 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $117,790,491.

    13F-HR 0001418812-25-000004 filed by ValueAct Holdings, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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