Historical position

Jim Chanos’s Amazon (AMZN) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Kynikos Associates LPVerified through Q3 2023
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2011Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares49.40KHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Kynikos Associates LP first reported Amazon in Q4 2011. The reported position was increased and reduced across later filings. Verified positive position history runs through Q1 2013. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2013
Sold the entire position−33.10K shares · No shares reported at quarter-end
Q1 2013
Sold 16.8% of the position−6.70K shares · 33.10K shares remained
Filing context

Quarter-end price $266.50 · Estimated holding basis $188.86

Q4 2012
Sold 19.4% of the position−9.60K shares · 39.80K shares remained
Filing context

Quarter-end price $250.88 · Estimated holding basis $188.86

Q2 2012
Bought 39.9% more+14.10K shares · 49.40K shares reported after the change
Filing context

Quarter-end price $228.34 · Estimated holding basis $188.86

Q1 2012
Sold 5.9% of the position−2.20K shares · 35.30K shares remained
Filing context

Quarter-end price $202.52 · Estimated holding basis $173.09

Q4 2011
New position+37.50K shares · 37.50K shares reported
Filing context

Quarter-end price $173.09 · Estimated holding basis $173.09

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Amazon in Kynikos Associates LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight3.4%Q1 2013
Last reported rank#20of 20 reported positions
Peak portfolio weight6.2%Q1 2012
Best historical rank#3Q4 2011
At peak importanceQ1 2012
AMZN
6.2%
Largest holding
6.7%
Cross-investor discovery

Who else owns Amazon?

Also reported by 11 other tracked investors in their latest verified filings.

Seth KlarmanBaupost Group
AMZN16.5% of reported portfolio
David TepperAppaloosa LP
AMZN16.0% of reported portfolio
Bill AckmanPershing Square Capital Management
AMZN10.5% of reported portfolio
Explore Amazon across all tracked investors →
MarketInsiderLab research

Connected research on Amazon

Only published MIL research mapped to the exact stock identity is shown here.

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SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$253.712026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ3 2023 · filed 2023-11-14
Open SEC filing ↗

View Amazon stock page →

Kynikos Associates LP is the filer’s former SEC name; the current SEC identity is Chanos & Co LP (CIK 0001446440). Its last located Form 13F covers Sep 30, 2023. No later 13F appears in the verified five-year SEC window through Jun 30, 2026, so this is a historical disclosure snapshot—not a claim about current positions. Options are shown separately.