SK
Seth Klarman (Baupost Group) disclosed increased in AMAZON COM INC
Seth Klarman (Baupost Group) filed a 13F change in AMAZON COM INC (23135106) on 2026-05-14, covering period end 2026-03-31.
Action
Increased
Capital
$649,543 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
28 changes from Seth Klarman (Baupost Group), filed 2026-05-14 for period end 2026-03-31.
$5.1M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
31620M106 FIDELITY NATL INFORMATION SV | Sold out | -$299,323 | $0 | 5.85% |
256677105 DOLLAR GEN CORP NEW | Sold out | -$273,881 | $0 | 5.35% |
G0403H108 AON PLC | New | $248,218 | $248,218 | 4.85% |
92826C839 VISA INC | New | $211,978 | $211,978 | 4.14% |
879369106 TELEFLEX INCORPORATED | New | $190,778 | $190,778 | 3.73% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Reduced | -$186,476 | $259,632 | 3.65% |
23135106 AMAZON COM INC | Increased | $159,884 | $649,543 | 3.13% |
337738108 FISERV INC | Sold out | -$147,774 | $0 | 2.89% |
G25508105 CRH PLC | Sold out | -$133,905 | $0 | 2.62% |
31488V107 FERGUSON ENTERPRISES INC | Increased | $83,319 | $336,457 | 1.63% |
26969P108 EAGLE MATLS INC | Reduced | -$75,833 | $169,134 | 1.48% |
G61188127 LIBERTY GLOBAL LTD | Reduced | -$73,418 | $157,150 | 1.44% |
36752103 ELEVANCE HEALTH INC FORMERLY | Reduced | -$71,653 | $373,301 | 1.40% |
G66721104 NORWEGIAN CRUISE LINE HLDGS | New | $67,881 | $67,881 | 1.33% |
92243G108 VAXCYTE INC | New | $46,488 | $46,488 | 0.91% |
95082P105 WESCO INTL INC | Increased | $46,056 | $393,159 | 0.90% |
76131D103 RESTAURANT BRANDS INTL INC | Increased | $45,883 | $597,208 | 0.90% |
03064D108 AMERICOLD REALTY TRUST INC | Increased | $44,471 | $89,168 | 0.87% |
67011P100 DNOW INC | New | $43,174 | $43,174 | 0.84% |
40054J109 GRUPO AEROMEXICO SAB DE CV | Reduced | -$38,249 | $68,371 | 0.75% |
372460105 GENUINE PARTS CO | Reduced | -$25,125 | $157,604 | 0.49% |
60855R100 MOLINA HEALTHCARE INC | Reduced | -$24,003 | $84,460 | 0.47% |
G61188101 LIBERTY GLOBAL LTD | Sold out | -$23,176 | $0 | 0.45% |
G4412G101 HERBALIFE LTD | Increased | $16,946 | $136,305 | 0.33% |
36165L108 GDS HLDGS LTD | Increased | $16,412 | $122,676 | 0.32% |
87507T101 TAMBORAN RES CORP | Sold out | -$7,004 | $0 | 0.14% |
907818108 UNION PAC CORP | Reduced | -$2,540 | $373,876 | 0.05% |
02079K107 ALPHABET INC | Reduced | -$2,338 | $338,819 | 0.05% |