Jim Chanos

Kynikos Associates LP

Period:  Q3, 2023
Filed Date:  Nov 14, 2023
Reported Date:  Sep 30, 2023
No. of Stocks:  29
Portfolio Value:  318.17M
StockActivityShare Change% Change to protfolio
Q3 2023

AFRM - Affirm holdings inc

Reduced 93.29%2000093.291

CVNA - Carvana co

Reduced 98.78%1000098.775

COIN - Coinbase global, inc.

Reduced 95.75%500095.752

DLR - Digital realty trust inc

Reduced 26.29%153370026.289

DBRG - Digitalbridge group inc

Reduced 56.32%32610056.322

ENVX - Enovix corp

Reduced 55.33%9770055.327

QQQ - Invesco qqq trust

Reduced 37.74%753437.736

LMND - Lemonade inc

Reduced 79.42%9400079.418

MSTR - Microstrategy inc

Reduced 89.07%200089.071

MDB - Mongodb, inc.

Reduced 70.00%150070.000

NVDA - Nvidia corp

Reduced 70.00%150070.000

RCL - Royal caribbean cruises ltd

Reduced 79.80%1000079.798

SLG - Sl green realty corp

Reduced 94.56%1000094.562

KRE - Spdr s&p regional banking

Reduced 50.46%4978650.464

NOVA - Sunnova energy international inc

Reduced 22.48%15860022.483

RUN - Sunrun inc

Reduced 82.62%10730082.618

TSLA - Tesla inc

Reduced 88.51%400088.506

VRT - Vertiv holdings co

Reduced 34.16%39260034.161

W - Wayfair inc.

Reduced 96.52%500096.518

WING - Wingstop inc

Reduced 47.64%1000047.644
Allego n v
Sold 100%200000.001

BYND - Beyond meat inc

Sold 100%484000.120

SQ - Block, inc.

Sold 100%351000.444

DASH - Doordash, inc.

Sold 100%467000.679

EVA - Enviva inc

Sold 100%1234740.255

FRPT - Freshpet inc

Sold 100%186000.233

FUTU - Futu holdings ltd

Sold 100%465000.352

GDS - Gds holdings ltd

Sold 100%1306000.273

GE - General electric co

Sold 100%1383002.890

HAS - Hasbro inc

Sold 100%193000.238

NKE - Nike inc

Sold 100%156000.328

PLL - Piedmont lithium inc

Sold 100%614000.674

POOL - Pool corp

Sold 100%36000.257

CRM - Salesforce inc

Sold 100%338001.358

SNOW - Snowflake inc.

Sold 100%50000.167

UPST - Upstart holdings inc

Sold 100%375000.255
Uta acquisition corporation
Sold 100%150000.030

WDFC - Wd-40 co

Sold 100%172000.617

WYNN - Wynn resorts ltd

Sold 100%225000.452

XPOF - Xponential fitness inc

Sold 100%1252000.411
Q2 2023

BYND - Beyond meat inc

Reduced 60.52%4840060.522

SQ - Block, inc.

Reduced 43.48%3510043.478

COIN - Coinbase global, inc.

Reduced 30.56%11770030.560

DBRG - Digitalbridge group inc

Reduced 37.79%74660037.789

DASH - Doordash, inc.

Reduced 45.70%4670045.698

BROS - Dutch bros inc

Reduced 93.46%1000093.460

ENVX - Enovix corp

Reduced 58.21%21870058.208

EVA - Enviva inc

Reduced 9.48%1234749.477

EQIX - Equinix inc

Reduced 25.14%10390025.144

FRPT - Freshpet inc

Reduced 18.42%1860018.421

FUTU - Futu holdings ltd

Reduced 75.84%4650075.844

GDS - Gds holdings ltd

Reduced 48.44%13060048.441

GE - General electric co

Reduced 55.70%13830055.701

HAS - Hasbro inc

Reduced 33.90%1930033.904

QQQ - Invesco qqq trust

Reduced 85.78%1210085.781

SHV - Ishares short treasury bond

Reduced 39.91%272539.912

LTH - Life time group holdings inc

Reduced 25.89%21010025.891

LYV - Live nation entertainment, inc.

Reduced 69.98%1870069.984

MSTR - Microstrategy inc

Reduced 32.47%1830032.472

NKE - Nike inc

Reduced 76.72%1560076.716

NVDA - Nvidia corp

Reduced 1.96%50001.961

ORA - Ormat technologies inc

Reduced 89.05%700089.045

POOL - Pool corp

Reduced 56.10%360056.098

CRM - Salesforce inc

Reduced 38.77%3380038.768

SLG - Sl green realty corp

Reduced 24.88%18390024.877

BIL - Spdr bloomberg 1-3 month t-b

Reduced 39.91%327539.908

TSLA - Tesla inc

Reduced 46.79%3480046.789

VRT - Vertiv holdings co

Reduced 3.25%5963003.245

WDFC - Wd-40 co

Reduced 40.28%1720040.278

WING - Wingstop inc

Reduced 50.52%1910050.518

WYNN - Wynn resorts ltd

Reduced 8.16%225008.163

ABNB - Airbnb inc

Sold 100%38000.090

CAT - Caterpillar inc

Sold 100%36000.156

FRCB - First republic bank

Sold 100%8670002.299

HOG - Harley-davidson inc

Sold 100%162000.117
Oak str health inc
Sold 100%568000.416

PLNT - Planet fitness inc

Sold 100%709001.044

UBER - Uber technologies inc

Sold 100%111000.067

VRE - Veris residential inc

Sold 100%906000.251
Q1 2023

AFRM - Affirm holdings inc

Reduced 67.13%8560067.127

BYND - Beyond meat inc

Reduced 64.56%12260064.556

SQ - Block, inc.

Reduced 47.59%6210047.595

COIN - Coinbase global, inc.

Reduced 4.72%1695004.722

DASH - Doordash, inc.

Reduced 51.66%8600051.658

BROS - Dutch bros inc

Reduced 15.90%15290015.897

FRPT - Freshpet inc

Reduced 77.80%2280077.799

HAS - Hasbro inc

Reduced 68.94%2920068.936

QQQ - Invesco qqq trust

Reduced 57.91%8510057.913

LMND - Lemonade inc

Reduced 18.67%18290018.675

LYV - Live nation entertainment, inc.

Reduced 41.39%6230041.392

MSTR - Microstrategy inc

Reduced 42.95%2710042.947
Oak str health inc
Reduced 80.79%5680080.791

ORA - Ormat technologies inc

Reduced 31.51%6390031.511

PLNT - Planet fitness inc

Reduced 48.55%7090048.549

POOL - Pool corp

Reduced 62.73%820062.727

SLG - Sl green realty corp

Reduced 15.99%24480015.992

SNOW - Snowflake inc.

Reduced 25.00%300025.000

TSLA - Tesla inc

Reduced 50.15%6540050.152

W - Wayfair inc.

Reduced 51.24%12000051.239

WING - Wingstop inc

Reduced 49.87%3860049.870
Amc entmt hldgs inc
Sold 100%3195000.206
Colonnade acquisition corp i
Sold 100%100100.016

FDX - Fedex corp

Sold 100%40000.110

GTLB - Gitlab inc

Sold 100%111000.080

LI - Li auto inc

Sold 100%100000.032

LVWR - Livewire group inc

Sold 100%100000.008

NTRA - Natera inc

Sold 100%478000.304
Silver spike acquisitn corp
Sold 100%100000.016

SG - Sweetgreen inc

Sold 100%227000.031

TDG - Transdigm group inc

Sold 100%38000.378

VNQ - Vanguard real estate etf

Sold 100%1179621.539