AMZN
Amazon.com Inc
Amazon.com Inc historical holders
total: 53
Baupost Group Amazon.com Inc transactions over time
- Total transactions:
- 9
- New positions:
- 3
- Sold out:
- 2
- Added:
- 3
- Reduced:
- 1
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
Seth Klarman has been an institutional investor in Amazon.com Inc (AMZN) since 2022 Q2. According to 2026 Q2 report, Seth Klarman holds 3,743,854 shares with a market value of roughly $892.31M representing 16.48% of their equity portfolio. The fund/company first acquired AMZN in 2022 Q2, initially purchasing 598,000 shares. Seth Klarman later completely sold out the position and reinvested in AMZN again in 2025 Q4. Since the initial investment, Baupost Group has made 8 more transactions in this position.
Does Seth Klarman still hold AMZN?
Yes, Seth Klarman continues to hold Amazon.com Inc (AMZN). According to their 2026 Q2 report, they maintain a position of 3,743,854 shares valued at approximately $892.31M, representing 16.48% of their equity portfolio.
When did Seth Klarman first invest in AMZN?
Seth Klarman first invested in Amazon.com Inc (AMZN) in 2022 Q2 at the reported quarter-end price of $106.21 per share, acquiring 598,000 shares in their initial purchase.
What is Seth Klarman's average cost basis for AMZN?
Based on historical transaction data, Seth Klarman's estimated cost basis for Amazon.com Inc (AMZN) is approximately $226.07 per share. This represents their average reported price* across all buy transactions.
Has Seth Klarman reinvested in AMZN after selling?
Yes, Seth Klarman has shown renewed interest in Amazon.com Inc (AMZN). After completely selling their position, they reinitiated an investment in 2025 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $226.07
AMZN transactions history by Baupost Group
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
16.48%
|
3,743,854
|
$238.34
|
$892,310,000
|
+20.04% (+625,100)
|
+2.75%
|
|
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.