Seth Klarman - Baupost Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $5,115,380,000
Holdings Activity Buys Sells    History
Holding/activity history for  Amazon.com, Inc. (AMZN)
← All AMZN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,118,754 12.70 Add 47.01% 4.06 $196.00–248.94 · VW $220.27i $649,543,000 SEC
2025   Q4 2,121,391 9.28 Buy 9.28 $211.03–258.60 · VW $234.02i $489,659,000 SEC
2023   Q3 0 0.00 Sell 100.00% 2.28 $123.04–145.86 · VW $133.46i SEC
2023   Q2 963,946 2.28 Buy 2.28 $97.71–131.49 · VW $115.62i $125,660,000 SEC
2023   Q1 0 0.00 Sell 100.00% 1.42 $81.43–114.00 · VW $98.09i SEC
2022   Q4 990,000 1.42 Add 299.19% 1.06 $81.69–123.00 · VW $96.68i $83,160,000 SEC
2022   Q3 248,000 0.50 Reduce 58.53% 0.57 $105.85–146.57 · VW $126.59i $28,024,000 SEC
2022   Q2 598,000 0.98 Buy 0.98 $101.26–168.39 · VW $120.63i $63,514,000 SEC
Price snapshot:
Current price$247.31
Avg. buy price$223.61
+/- since buy10.60%
52-week low$196.00
52-week high$278.56