Palestra Capital Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146M Buy
+664,319
New +$146M 4.24% 9
2025
Q1
Sell
-408,896
Closed -$89.7M 26
2024
Q4
$89.7M Sell
408,896
-166,419
-29% -$36.5M 2.46% 21
2024
Q3
$107M Buy
575,315
+40,910
+8% +$7.62M 3.54% 12
2024
Q2
$103M Sell
534,405
-58,332
-10% -$11.3M 4.08% 12
2024
Q1
$107M Sell
592,737
-90,410
-13% -$16.3M 3.98% 11
2023
Q4
$104M Buy
683,147
+56,781
+9% +$8.63M 5.15% 8
2023
Q3
$79.6M Buy
+626,366
New +$79.6M 4.2% 14
2022
Q4
Sell
-1,051,489
Closed -$119M 18
2022
Q3
$119M Buy
1,051,489
+1,019,933
+3,232% +$115M 5.59% 9
2022
Q2
$3.35M Sell
31,556
-1,123,024
-97% -$119M 0.16% 15
2022
Q1
$188M Buy
1,154,580
+341,020
+42% +$55.6M 5.86% 7
2021
Q4
$136M Buy
+813,560
New +$136M 3.93% 14
2021
Q3
Sell
-845,300
Closed -$145M 32
2021
Q2
$145M Buy
+845,300
New +$145M 3.13% 16
2021
Q1
Sell
-659,100
Closed -$107M 33
2020
Q4
$107M Sell
659,100
-78,400
-11% -$12.8M 2.11% 24
2020
Q3
$116M Sell
737,500
-306,000
-29% -$48.2M 2.7% 19
2020
Q2
$144M Sell
1,043,500
-1,145,780
-52% -$158M 3.61% 15
2020
Q1
$213M Buy
+2,189,280
New +$213M 6.92% 4
2016
Q1
Sell
-1,049,000
Closed -$35.5M 25
2015
Q4
$35.5M Sell
1,049,000
-245,000
-19% -$8.28M 4.1% 11
2015
Q3
$33.1M Buy
+1,294,000
New +$33.1M 3.19% 19