Seth Klarman's AMZN Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 3.12 M shares of Amazon.com, Inc. (AMZN) worth $649.54 M, representing 12.70% of the portfolio. First purchased in 2022-Q2, this short-term holding has been held for 8 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 |
|---|---|---|---|---|
| Q1 2026 | +997,363 | Add 47.01% | 3.12 M | $208.27 |
| Q4 2025 | +2.12 M | New Buy | 2.12 M | $230.82 |
| Q3 2023 | -963,946 | Sold Out | 0 | $0.00 |
| Q2 2023 | +963,946 | New Buy | 963,946 | $130.36 |
| Q1 2023 | -990,000 | Sold Out | 0 | $0.00 |
| Q4 2022 | +742,000 | Add 299.19% | 990,000 | $0.08 |
| Q3 2022 | -350,000 | Reduce 58.53% | 248,000 | $113.00 |
| Q2 2022 | +598,000 | New Buy | 598,000 | $106.21 |
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 8 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 Q1 2026, Seth Klarman's firm, Baupost Group Llc/Ma, owns 3,118,754 shares of Amazon.com, Inc. (AMZN), valued at approximately $649.54 M.
As of the Q1 2026 filing, Amazon.com, Inc. (AMZN) represents approximately 12.70% 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 3,118,754 shares, as reported at the end of Q1 2026.