Seth Klarman
Baupost Group
Seth Klarman Amazon.com Inc stake
total: 269
Baupost Group AMZN trades
- Total transactions:
- 8
- New positions:
- 3
- Sold out:
- 2
- Added:
- 2
- Reduced:
- 1
- Held since:
- 2025 Q4
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Seth Klarman holds 3,118,754 Amazon.com Inc (AMZN) shares with a market value of roughly $649.54M accounting for 12.70% of the overall portfolio. To date, the estimated cost basis is nearly $223.61 for "buy" trades. Baupost Group first purchased AMZN in 2022 Q2, initially acquiring 598,000 shares. Seth Klarman later completely sold out the position and invested in Amazon.com Inc again in 2025 Q4. Since the initial investment in Amazon.com Inc (AMZN), Baupost Group has made 7 more transactions.
When did Seth Klarman buy Amazon.com Inc (AMZN)?
Seth Klarman first invested in Amazon.com Inc (AMZN) in 2022 Q2 at the reported quarter-end price of $106.21 per share.
What's the cost basis of Baupost Group's AMZN stake?
The estimated cost basis for Amazon.com Inc (AMZN) stake is around $223.61 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $223.61
Seth Klarman's historical trades in Amazon.com Inc
8 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
12.70%
|
3,118,754
|
$208.27
|
$649,543,000
|
+47.01% (+997,363)
|
+4.06%
|
|
2025 Q4
|
9.28%
|
2,121,391
|
$230.82
|
$489,659,000
|
new
|
+9.28%
|
|
2023 Q3
|
0.00%
|
0
|
$130.36
|
|
-100% (-963,946)
|
-2.24%
|
|
2023 Q2
|
2.24%
|
963,946
|
$130.36
|
$125,660,000
|
new
|
+2.24%
|
|
2023 Q1
|
0.00%
|
0
|
$84.00
|
|
-100% (-990,000)
|
-1.36%
|
|
2022 Q4
|
1.36%
|
990,000
|
$84.00
|
$83,160,000
|
+299.19% (+742,000)
|
+1.02%
|
|
2022 Q3
|
0.48%
|
248,000
|
$113.00
|
$28,024,000
|
-58.53% (-350,000)
|
-0.58%
|
|
2022 Q2
|
0.94%
|
598,000
|
$106.21
|
$63,514,000
|
new
|
+0.94%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.