SK
Seth Klarman (Baupost Group) disclosed new in AMAZON COM INC
Seth Klarman (Baupost Group) filed a 13F change in AMAZON COM INC (23135106) on 2026-02-13, covering period end 2025-12-31.
Action
New
Capital
$489,659 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
25 changes from Seth Klarman (Baupost Group), filed 2026-02-13 for period end 2025-12-31.
$5.3M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
23135106 AMAZON COM INC | New | $489,659 | $489,659 | 9.28% |
G25508105 CRH PLC | Reduced | -$271,764 | $133,905 | 5.15% |
02079K107 ALPHABET INC | Reduced | -$111,393 | $341,157 | 2.11% |
60855R100 MOLINA HEALTHCARE INC | New | $108,463 | $108,463 | 2.05% |
40054J109 GRUPO AEROMEXICO SAB DE CV | New | $106,620 | $106,620 | 2.02% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $69,890 | $446,108 | 1.32% |
G4412G101 HERBALIFE LTD | Increased | $53,866 | $119,359 | 1.02% |
31620M106 FIDELITY NATL INFORMATION SV | Increased | $49,429 | $299,323 | 0.94% |
G61188101 LIBERTY GLOBAL LTD | Reduced | -$35,004 | $23,176 | 0.66% |
337738108 FISERV INC | Increased | $32,382 | $147,774 | 0.61% |
95082P105 WESCO INTL INC | Increased | $29,180 | $347,103 | 0.55% |
26969P108 EAGLE MATLS INC | Increased | $25,989 | $244,967 | 0.49% |
G68707101 PAGSEGURO DIGITAL LTD | Sold out | -$25,000 | $0 | 0.47% |
G61188127 LIBERTY GLOBAL LTD | Reduced | -$23,911 | $230,568 | 0.45% |
907818108 UNION PAC CORP | Increased | $22,758 | $376,416 | 0.43% |
76131D103 RESTAURANT BRANDS INTL INC | Increased | $21,988 | $551,325 | 0.42% |
36165L108 GDS HLDGS LTD | Reduced | -$19,509 | $106,264 | 0.37% |
36752103 ELEVANCE HEALTH INC FORMERLY | Increased | $18,759 | $444,954 | 0.36% |
42703MAF0 HERBALIFE LTD | Sold out | -$15,833 | $0 | 0.30% |
12685JAG0 CABLE ONE INC | Sold out | -$12,068 | $0 | 0.23% |
372460105 GENUINE PARTS CO | Reduced | -$10,618 | $182,729 | 0.20% |
87507T101 TAMBORAN RES CORP | Reduced | -$8,625 | $7,004 | 0.16% |
31488V107 FERGUSON ENTERPRISES INC | Reduced | -$6,364 | $253,138 | 0.12% |
256677105 DOLLAR GEN CORP NEW | Reduced | -$1,741 | $273,881 | 0.03% |
03064D108 AMERICOLD REALTY TRUST INC | Increased | $633 | $44,697 | 0.01% |