Larry Robbins's AMZN Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 909,270 shares of Amazon.com, Inc. (AMZN) worth $209.88 M, representing 4.27% of the portfolio. First purchased in 2020-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Larry Robbins has maintained a strategic position in AMZN, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 854,032 shares. Largest reduction occurred in Q4 2022, reducing 1.15 M shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins's Amazoncom (AMZN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amazoncom (AMZN) Trades by Larry Robbins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +257,132 | Add 39.43% | 909,270 | $230.82 |
| Q3 2025 | +89,264 | Add 15.86% | 652,138 | $219.57 |
| Q2 2025 | -180,088 | Reduce 24.24% | 562,874 | $219.39 |
| Q1 2025 | +409,637 | Add 122.89% | 742,962 | $190.26 |
| Q4 2024 | -142,104 | Reduce 29.89% | 333,325 | $219.39 |
| Q3 2024 | +125,000 | Add 35.67% | 475,429 | $186.33 |
| Q2 2024 | -52,513 | Reduce 13.03% | 350,429 | $193.25 |
| Q1 2024 | -291,135 | Reduce 41.95% | 402,942 | $180.38 |
| Q4 2023 | -259,972 | Reduce 27.25% | 694,077 | $151.94 |
| Q3 2023 | +854,032 | Add 853.89% | 954,049 | $127.12 |
| Q2 2023 | -354,701 | Reduce 78.00% | 100,017 | $130.36 |
| Q1 2023 | +454,718 | New Buy | 454,718 | $103.29 |
| Q4 2022 | -1.15 M | Sold Out | 0 | $0.00 |
| Q3 2022 | +437,347 | Add 61.15% | 1.15 M | $113.00 |
| Q2 2022 | -104,076 | Reduce 12.70% | 715,164 | $106.21 |
| Q1 2022 | +431,740 | Add 111.42% | 819,240 | $163.00 |
| Q4 2021 | +387,500 | New Buy | 387,500 | $166.72 |
| Q3 2021 | -413,040 | Sold Out | 0 | $0.00 |
| Q2 2021 | +413,040 | New Buy | 413,040 | $172.01 |
| Q1 2021 | -15,560 | Sold Out | 0 | $0.00 |
| Q4 2020 | +15,560 | New Buy | 15,560 | $162.85 |
Larry Robbins's Amazoncom Investment FAQs
Larry Robbins first purchased Amazon.com, Inc. (AMZN) in Q4 2020, acquiring 15,560 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins has held Amazon.com, Inc. (AMZN) for 21 quarters since Q4 2020.
Larry Robbins's largest addition to Amazon.com, Inc. (AMZN) was in Q3 2023, adding 954,049 shares worth $121.28 M.
According to the latest 13F filing for Q4 2025, Larry Robbins's firm, Glenview Capital Management, LLC, owns 909,270 shares of Amazon.com, Inc. (AMZN), valued at approximately $209.88 M.
As of the Q4 2025 filing, Amazon.com, Inc. (AMZN) represents approximately 4.27% of Larry Robbins's publicly disclosed stock portfolio, making it one of their key holdings.
Larry Robbins's peak holding in Amazon.com, Inc. (AMZN) was 1,152,511 shares, as reported at the end of Q3 2022.