Lee Ainslie's AMZN Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 2.38 M shares of Amazon.com, Inc. (AMZN) worth $549.96 M, representing 5.90% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in AMZN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 1.13 M shares. Largest reduction occurred in Q2 2021, reducing 430,640 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Amazoncom (AMZN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amazoncom (AMZN) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +146,052 | Add 6.53% | 2.38 M | $230.82 |
| Q3 2025 | +176,155 | Add 8.55% | 2.24 M | $219.57 |
| Q2 2025 | +107,879 | Add 5.52% | 2.06 M | $219.39 |
| Q1 2025 | +192,318 | Add 10.93% | 1.95 M | $190.26 |
| Q4 2024 | +233,427 | Add 15.29% | 1.76 M | $219.39 |
| Q3 2024 | +89,888 | Add 6.26% | 1.53 M | $186.33 |
| Q2 2024 | +189,613 | Add 15.20% | 1.44 M | $193.25 |
| Q1 2024 | -188,564 | Reduce 13.13% | 1.25 M | $180.38 |
| Q4 2023 | +50,515 | Add 3.65% | 1.44 M | $151.94 |
| Q3 2023 | -48,807 | Reduce 3.40% | 1.39 M | $127.12 |
| Q2 2023 | -39,990 | Reduce 2.71% | 1.43 M | $130.36 |
| Q1 2023 | -268,878 | Reduce 15.43% | 1.47 M | $103.29 |
| Q4 2022 | +51,026 | Add 3.02% | 1.74 M | $84.00 |
| Q3 2022 | -272,033 | Reduce 13.85% | 1.69 M | $113.00 |
| Q2 2022 | +223,069 | Add 12.81% | 1.96 M | $106.21 |
| Q1 2022 | -118,260 | Reduce 6.36% | 1.74 M | $163.00 |
| Q4 2021 | +326,300 | Add 21.29% | 1.86 M | $166.72 |
| Q3 2021 | +195,320 | Add 14.60% | 1.53 M | $164.25 |
| Q2 2021 | -430,640 | Reduce 24.35% | 1.34 M | $172.01 |
| Q1 2021 | +731,020 | Add 70.48% | 1.77 M | $154.70 |
| Q4 2020 | -404,780 | Reduce 28.07% | 1.04 M | $162.85 |
| Q3 2020 | -415,920 | Reduce 22.39% | 1.44 M | $157.44 |
| Q2 2020 | +1.13 M | Add 155.87% | 1.86 M | $137.94 |
| Q1 2020 | +726,140 | New Buy | 726,140 | $97.49 |
| Q4 2019 | -177,200 | Sold Out | 0 | $0.00 |
| Q3 2019 | -90,680 | Reduce 33.85% | 177,200 | $86.79 |
| Q2 2019 | +77,680 | Add 40.84% | 267,880 | $94.68 |
| Q1 2019 | +190,200 | New Buy | 190,200 | $89.04 |
| Q3 2017 | -83,000 | Sold Out | 0 | $0.00 |
| Q2 2017 | +83,000 | New Buy | 83,000 | $48.40 |
Lee Ainslie's Amazoncom Investment FAQs
Lee Ainslie first purchased Amazon.com, Inc. (AMZN) in Q2 2017, acquiring 83,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Amazon.com, Inc. (AMZN) for 30 quarters since Q2 2017.
Lee Ainslie's largest addition to Amazon.com, Inc. (AMZN) was in Q2 2020, adding 1,857,940 shares worth $256.29 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 2,382,650 shares of Amazon.com, Inc. (AMZN), valued at approximately $549.96 M.
As of the Q4 2025 filing, Amazon.com, Inc. (AMZN) represents approximately 5.90% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Amazon.com, Inc. (AMZN) was 2,382,650 shares, as reported at the end of Q4 2025.