13f Filing
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Most Owned Stocks
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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
SEC Reference
Holding
Activity
All
Buy
Sell
Stock
Activity
Share Change
% Change to protfolio
Q3 2023
AFRM - Affirm holdings inc
Reduced 93.29%
20000
93.291
ABNB - Airbnb inc
Buy
5000
0.216
CVNA - Carvana co
Reduced 98.78%
10000
98.775
COIN - Coinbase global, inc.
Reduced 95.75%
5000
95.752
DLR - Digital realty trust inc
Reduced 26.29%
1533700
26.289
DBRG - Digitalbridge group inc
Reduced 56.32%
326100
56.322
ENVX - Enovix corp
Reduced 55.33%
97700
55.327
EQIX - Equinix inc
Add 22.14%
126900
3.366
IPXX - Inflection point acquisition corp ii
Buy
15000
0.048
QQQ - Invesco qqq trust
Reduced 37.74%
7534
37.736
JOBY - Joby aviation inc
Add 87.21%
87800
0.027
LMND - Lemonade inc
Reduced 79.42%
94000
79.418
MSTR - Microstrategy inc
Reduced 89.07%
2000
89.071
MDB - Mongodb, inc.
Reduced 70.00%
1500
70.000
NVDA - Nvidia corp
Reduced 70.00%
1500
70.000
RCL - Royal caribbean cruises ltd
Reduced 79.80%
10000
79.798
SLG - Sl green realty corp
Reduced 94.56%
10000
94.562
KRE - Spdr s&p regional banking
Reduced 50.46%
49786
50.464
NOVA - Sunnova energy international inc
Reduced 22.48%
158600
22.483
RUN - Sunrun inc
Reduced 82.62%
107300
82.618
TSLA - Tesla inc
Reduced 88.51%
4000
88.506
VRT - Vertiv holdings co
Reduced 34.16%
392600
34.161
W - Wayfair inc.
Reduced 96.52%
5000
96.518
WING - Wingstop inc
Reduced 47.64%
10000
47.644
Allego n v
Sold 100%
20000
0.001
BYND - Beyond meat inc
Sold 100%
48400
0.120
SQ - Block, inc.
Sold 100%
35100
0.444
DASH - Doordash, inc.
Sold 100%
46700
0.679
EVA - Enviva inc
Sold 100%
123474
0.255
FRPT - Freshpet inc
Sold 100%
18600
0.233
FUTU - Futu holdings ltd
Sold 100%
46500
0.352
GDS - Gds holdings ltd
Sold 100%
130600
0.273
GE - General electric co
Sold 100%
138300
2.890
HAS - Hasbro inc
Sold 100%
19300
0.238
IPXXU - Inflection point acquisition corp ii
Sold 100%
15000
0.029
IBM - International business machines corp
Sold 100%
44000
1.120
LTH - Life time group holdings inc
Sold 100%
210100
0.786
LYV - Live nation entertainment, inc.
Sold 100%
18700
0.324
MARA - Marathon digital holdings inc
Sold 100%
162800
0.429
NKE - Nike inc
Sold 100%
15600
0.328
ORA - Ormat technologies inc
Sold 100%
7000
0.107
PLL - Piedmont lithium inc
Sold 100%
61400
0.674
POOL - Pool corp
Sold 100%
3600
0.257
CRM - Salesforce inc
Sold 100%
33800
1.358
SNOW - Snowflake inc.
Sold 100%
5000
0.167
UPST - Upstart holdings inc
Sold 100%
37500
0.255
Uta acquisition corporation
Sold 100%
15000
0.030
WDFC - Wd-40 co
Sold 100%
17200
0.617
WYNN - Wynn resorts ltd
Sold 100%
22500
0.452
XPOF - Xponential fitness inc
Sold 100%
125200
0.411
Q2 2023
AFRM - Affirm holdings inc
Add 248.25%
298100
0.686
BYND - Beyond meat inc
Reduced 60.52%
48400
60.522
SQ - Block, inc.
Reduced 43.48%
35100
43.478
CVNA - Carvana co
Add 1245.30%
816600
3.913
COIN - Coinbase global, inc.
Reduced 30.56%
117700
30.560
DLR - Digital realty trust inc
Add 36.61%
2080700
16.586
DBRG - Digitalbridge group inc
Reduced 37.79%
746600
37.789
DASH - Doordash, inc.
Reduced 45.70%
46700
45.698
BROS - Dutch bros inc
Reduced 93.46%
10000
93.460
ENVX - Enovix corp
Reduced 58.21%
218700
58.208
EVA - Enviva inc
Reduced 9.48%
123474
9.477
EQIX - Equinix inc
Reduced 25.14%
103900
25.144
FRPT - Freshpet inc
Reduced 18.42%
18600
18.421
FUTU - Futu holdings ltd
Reduced 75.84%
46500
75.844
GDS - Gds holdings ltd
Reduced 48.44%
130600
48.441
GE - General electric co
Reduced 55.70%
138300
55.701
HAS - Hasbro inc
Reduced 33.90%
19300
33.904
IPXXU - Inflection point acquisition corp ii
Buy
15000
0.029
IBM - International business machines corp
Reduced 62.77%
44000
62.775
QQQ - Invesco qqq trust
Reduced 85.78%
12100
85.781
SHV - Ishares short treasury bond
Reduced 39.91%
2725
39.912
JOBY - Joby aviation inc
Buy
46900
0.092
LMND - Lemonade inc
Add 149.70%
456700
0.968
LTH - Life time group holdings inc
Reduced 25.89%
210100
25.891
LYV - Live nation entertainment, inc.
Reduced 69.98%
18700
69.984
MARA - Marathon digital holdings inc
Buy
162800
0.429
MSTR - Microstrategy inc
Reduced 32.47%
18300
32.472
MDB - Mongodb, inc.
Add 100.00%
5000
0.280
NKE - Nike inc
Reduced 76.72%
15600
76.716
NVDA - Nvidia corp
Reduced 1.96%
5000
1.961
ORA - Ormat technologies inc
Reduced 89.05%
7000
89.045
PLL - Piedmont lithium inc
Add 109.56%
61400
0.339
POOL - Pool corp
Reduced 56.10%
3600
56.098
RCL - Royal caribbean cruises ltd
Buy
49500
0.977
CRM - Salesforce inc
Reduced 38.77%
33800
38.768
SLG - Sl green realty corp
Reduced 24.88%
183900
24.877
SNOW - Snowflake inc.
Add 66.67%
5000
0.079
KRE - Spdr s&p regional banking
Buy
100505
0.781
BIL - Spdr bloomberg 1-3 month t-b
Reduced 39.91%
3275
39.908
NOVA - Sunnova energy international inc
Buy
204600
0.713
RUN - Sunrun inc
Add 68.85%
617308
0.696
TSLA - Tesla inc
Reduced 46.79%
34800
46.789
TBMC - Trailblazer merger corporation i
Buy
12549
0.024
UPST - Upstart holdings inc
Buy
37500
0.255
VRT - Vertiv holdings co
Reduced 3.25%
596300
3.245
W - Wayfair inc.
Add 19.67%
143600
0.992
WDFC - Wd-40 co
Reduced 40.28%
17200
40.278
WING - Wingstop inc
Reduced 50.52%
19100
50.518
WYNN - Wynn resorts ltd
Reduced 8.16%
22500
8.163
XPOF - Xponential fitness inc
Buy
125200
0.411
ABNB - Airbnb inc
Sold 100%
3800
0.090
CAT - Caterpillar inc
Sold 100%
3600
0.156
FRCB - First republic bank
Sold 100%
867000
2.299
HOG - Harley-davidson inc
Sold 100%
16200
0.117
Oak str health inc
Sold 100%
56800
0.416
PLNT - Planet fitness inc
Sold 100%
70900
1.044
HOOD - Robinhood markets, inc.
Sold 100%
30300
0.056
TSM - Taiwan semiconductor manufacturing co ltd
Sold 100%
10600
0.187
UBER - Uber technologies inc
Sold 100%
11100
0.067
VRE - Veris residential inc
Sold 100%
90600
0.251
Q1 2023
AFRM - Affirm holdings inc
Reduced 67.13%
85600
67.127
ABNB - Airbnb inc
Buy
3800
0.090
BYND - Beyond meat inc
Reduced 64.56%
122600
64.556
SQ - Block, inc.
Reduced 47.59%
62100
47.595
CVNA - Carvana co
Buy
60700
0.113
CAT - Caterpillar inc
Buy
3600
0.156
COIN - Coinbase global, inc.
Reduced 4.72%
169500
4.722
DLR - Digital realty trust inc
Add 12.23%
1523100
2.589
DBRG - Digitalbridge group inc
Add 2.08%
1200100
0.290
DASH - Doordash, inc.
Reduced 51.66%
86000
51.658
BROS - Dutch bros inc
Reduced 15.90%
152900
15.897
ENVX - Enovix corp
Add 53.10%
523300
0.673
EVA - Enviva inc
Add 241.00%
136400
0.345
EQIX - Equinix inc
Add 6.28%
138800
2.754
FRCB - First republic bank
Buy
867000
2.299
FRPT - Freshpet inc
Reduced 77.80%
22800
77.799
FUTU - Futu holdings ltd
Add 28.33%
192500
0.736
GDS - Gds holdings ltd
Buy
253300
0.896
GE - General electric co
Add 270.34%
312200
4.612
HOG - Harley-davidson inc
Buy
16200
0.117
HAS - Hasbro inc
Reduced 68.94%
29200
68.936
IBM - International business machines corp
Reduced 82.68%
118200
82.681
QQQ - Invesco qqq trust
Reduced 57.91%
85100
57.913
SHV - Ishares short treasury bond
Buy
4535
0.095
LMND - Lemonade inc
Reduced 18.67%
182900
18.675
LTH - Life time group holdings inc
Add 31.01%
283500
0.367
LYV - Live nation entertainment, inc.
Reduced 41.39%
62300
41.392
MSTR - Microstrategy inc
Reduced 42.95%
27100
42.947
MDB - Mongodb, inc.
Buy
2500
0.110
NKE - Nike inc
Add 16.52%
67000
0.282
NVDA - Nvidia corp
Buy
5100
0.268
Oak str health inc
Reduced 80.79%
56800
80.791
ORA - Ormat technologies inc
Reduced 31.51%
63900
31.511
PLL - Piedmont lithium inc
Buy
29300
0.333
PLNT - Planet fitness inc
Reduced 48.55%
70900
48.549
POOL - Pool corp
Reduced 62.73%
8200
62.727
HOOD - Robinhood markets, inc.
Buy
30300
0.056
CRM - Salesforce inc
Buy
55200
2.090
SLG - Sl green realty corp
Reduced 15.99%
244800
15.992
SNOW - Snowflake inc.
Reduced 25.00%
3000
25.000
BIL - Spdr bloomberg 1-3 month t-b
Buy
5450
0.095
RUN - Sunrun inc
Add 1.05%
365600
-0.251
TSM - Taiwan semiconductor manufacturing co ltd
Buy
10600
0.187
TSLA - Tesla inc
Reduced 50.15%
65400
50.152
UBER - Uber technologies inc
Buy
11100
0.067
VRE - Veris residential inc
Buy
90600
0.251
VRT - Vertiv holdings co
Add 6.08%
616300
0.167
W - Wayfair inc.
Reduced 51.24%
120000
51.239
WDFC - Wd-40 co
Add 190.91%
28800
0.669
WING - Wingstop inc
Reduced 49.87%
38600
49.870
WYNN - Wynn resorts ltd
Buy
24500
0.520
Amc entmt hldgs inc
Sold 100%
319500
0.206
Colonnade acquisition corp i
Sold 100%
10010
0.016
DWAC - Digital world acquisition corp
Sold 100%
353400
0.838
FDX - Fedex corp
Sold 100%
4000
0.110
GTLB - Gitlab inc
Sold 100%
11100
0.080
IYR - Ishares us real estate etf
Sold 100%
120800
1.608
LI - Li auto inc
Sold 100%
10000
0.032
LVWR - Livewire group inc
Sold 100%
10000
0.008
NTRA - Natera inc
Sold 100%
47800
0.304
NSTB - Northern star investment corp ii
Sold 100%
10132
0.016
Silver spike acquisitn corp
Sold 100%
10000
0.016
SICP - Silvergate capital corp
Sold 100%
17500
0.048
SPY - Spdr® s&p 500 etf trust
Sold 100%
71363
4.316
SG - Sweetgreen inc
Sold 100%
22700
0.031
TDG - Transdigm group inc
Sold 100%
3800
0.378
VNQ - Vanguard real estate etf
Sold 100%
117962
1.539
ZM - Zoom video communications inc
Sold 100%
26400
0.283