Lee Ainslie's AMZN Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 2.24 M shares of Amazon.com, Inc. (AMZN) worth $491.09 M, representing 6.56% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 34 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2017 | +83,000 | New Buy | 83,000 | $48.40 |
| Q3 2017 | -83,000 | Sold Out | 83,000 | $0.00 |
| Q1 2019 | +190,200 | New Buy | 190,200 | $89.04 |
| Q2 2019 | +77,680 | Add 40.84% | 267,880 | $94.68 |
| Q3 2019 | -90,680 | Reduce 33.85% | 177,200 | $86.79 |
| Q4 2019 | -177,200 | Sold Out | 177,200 | $0.00 |
| Q1 2020 | +726,140 | New Buy | 726,140 | $97.49 |
| Q2 2020 | +1.13 M | Add 155.87% | 1.86 M | $137.94 |
| Q3 2020 | -415,920 | Reduce 22.39% | 1.44 M | $157.44 |
| Q4 2020 | -404,780 | Reduce 28.07% | 1.04 M | $162.85 |
| Q1 2021 | +731,020 | Add 70.48% | 1.77 M | $154.70 |
| Q2 2021 | -430,640 | Reduce 24.35% | 1.34 M | $172.01 |
| Q3 2021 | +195,320 | Add 14.60% | 1.53 M | $164.25 |
| Q4 2021 | +326,300 | Add 21.29% | 1.86 M | $166.72 |
| Q1 2022 | -118,260 | Reduce 6.36% | 1.74 M | $163.00 |
| Q2 2022 | +223,069 | Add 12.81% | 1.96 M | $106.21 |
| Q3 2022 | -272,033 | Reduce 13.85% | 1.69 M | $113.00 |
| Q4 2022 | +51,026 | Add 3.02% | 1.74 M | $84.00 |
| Q1 2023 | -268,878 | Reduce 15.43% | 1.47 M | $103.29 |
| Q2 2023 | -39,990 | Reduce 2.71% | 1.43 M | $130.36 |
| Q3 2023 | -48,807 | Reduce 3.40% | 1.39 M | $127.12 |
| Q4 2023 | +50,515 | Add 3.65% | 1.44 M | $151.94 |
| Q1 2024 | -188,564 | Reduce 13.13% | 1.25 M | $180.38 |
| Q2 2024 | +189,613 | Add 15.20% | 1.44 M | $193.25 |
| Q3 2024 | +89,888 | Add 6.26% | 1.53 M | $186.33 |
| Q4 2024 | +233,427 | Add 15.29% | 1.76 M | $219.39 |
| Q1 2025 | +192,318 | Add 10.93% | 1.95 M | $190.26 |
| Q2 2025 | +107,879 | Add 5.52% | 2.06 M | $219.39 |
| Q3 2025 | +176,155 | Add 8.55% | 2.24 M | $219.57 |
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 34 quarters since Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Amazon.com, Inc. (AMZN) was in Q2 2020, adding 1,857,940 shares worth $256.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 2,236,598 shares of Amazon.com, Inc. (AMZN), valued at approximately $491.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Amazon.com, Inc. (AMZN) represents approximately 6.56% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in Amazon.com, Inc. (AMZN) was 2,236,598 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.