Seth Klarman's AMZN Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 2.12 M shares of Amazon.com, Inc. (AMZN) worth $489.66 M, representing 9.28% of the portfolio. First purchased in 2022-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Seth Klarman has maintained this position in AMZN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 2.12 M shares. Largest reduction occurred in Q1 2023, reducing 990,000 shares.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's Amazoncom (AMZN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amazoncom (AMZN) Trades by Seth Klarman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +598,000 | New Buy | 598,000 | $106.21 |
| Q3 2022 | -350,000 | Reduce 58.53% | 248,000 | $113.00 |
| Q4 2022 | +742,000 | Add 299.19% | 990,000 | $0.08 |
| Q1 2023 | -990,000 | Sold Out | 0 | $0.00 |
| Q2 2023 | +963,946 | New Buy | 963,946 | $130.36 |
| Q3 2023 | -963,946 | Sold Out | 0 | $0.00 |
| Q4 2025 | +2.12 M | New Buy | 2.12 M | $230.82 |
Seth Klarman's Amazoncom Investment FAQs
Seth Klarman first purchased Amazon.com, Inc. (AMZN) in Q2 2022, acquiring 598,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman has held Amazon.com, Inc. (AMZN) for 7 quarters since Q2 2022.
Seth Klarman's largest addition to Amazon.com, Inc. (AMZN) was in Q4 2025, adding 2,121,391 shares worth $489.66 M.
According to the latest 13F filing for Q4 2025, Seth Klarman's firm, Baupost Group Llc/Ma, owns 2,121,391 shares of Amazon.com, Inc. (AMZN), valued at approximately $489.66 M.
As of the Q4 2025 filing, Amazon.com, Inc. (AMZN) represents approximately 9.28% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings.
Seth Klarman's peak holding in Amazon.com, Inc. (AMZN) was 2,121,391 shares, as reported at the end of Q4 2025.