Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Chanos & Co LP (CIK 1446440) reported $318.2M across 6 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: DLR ($185.6M, 58.34%), EQIX ($92.2M, 28.97%), VRT ($14.6M, 4.59%), DBRG ($5.7M, 1.80%), QQQ ($2.7M, 0.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DLR | DIGITAL RLTY TR INC | $185.6M | 58.34% | 1.5M | Trimmed |
| 2 | EQIX | EQUINIX INC | $92.2M | 28.97% | 126,900 | Added |
| 3 | VRT | VERTIV HOLDINGS CO | $14.6M | 4.59% | 392,600 | Trimmed |
| 4 | DBRG | DIGITALBRIDGE GROUP INC | $5.7M | 1.80% | 326,100 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $2.7M | 0.85% | 7,534 | Trimmed |
| 6 | KRE | SPDR SER TR | $2.1M | 0.65% | 49,786 | Trimmed |
| 7 | WING | WINGSTOP INC | $1.8M | 0.57% | 10,000 | Trimmed |
| 8 | NOVA | SUNNOVA ENERGY INTL INC. | $1.7M | 0.52% | 158,600 | Trimmed |
| 9 | RUN | SUNRUN INC | $1.3M | 0.42% | 107,300 | Trimmed |
| 10 | ENVX | ENOVIX CORPORATION | $1.2M | 0.39% | 97,700 | Trimmed |
| 11 | LMND | LEMONADE INC | $1.1M | 0.34% | 94,000 | Trimmed |
| 12 | TSLA | TESLA INC | $1.0M | 0.31% | 4,000 | Trimmed |
| 13 | RCL | ROYAL CARIBBEAN GROUP | $921,400 | 0.29% | 10,000 | Trimmed |
| 14 | ABNB | AIRBNB INC | $686,050 | 0.22% | 5,000 | New |
| 15 | NVDA | NVIDIA CORPORATION | $652,485 | 0.21% | 1,500 | Trimmed |
| 16 | MSTR | MICROSTRATEGY INC | $656,560 | 0.21% | 2,000 | Trimmed |
| 17 | JOBY | JOBY AVIATION INC | $566,310 | 0.18% | 87,800 | Added |
| 18 | MDB | MONGODB INC | $518,790 | 0.16% | 1,500 | Trimmed |
| 19 | AFRM | AFFIRM HLDGS INC | $425,400 | 0.13% | 20,000 | Trimmed |
| 20 | CVNA | CARVANA CO | $419,800 | 0.13% | 10,000 | Trimmed |
| 21 | SLG | SL GREEN RLTY CORP | $373,000 | 0.12% | 10,000 | Trimmed |
| 22 | COIN | COINBASE GLOBAL INC | $375,400 | 0.12% | 5,000 | Trimmed |
| 23 | W | WAYFAIR INC | $302,850 | 0.10% | 5,000 | Trimmed |
| 24 | SHV | ISHARES TR | $301,031 | 0.09% | 2,725 | Hold |
| 25 | BIL | SPDR SER TR | $300,711 | 0.09% | 3,275 | Hold |
Source: SEC Form 13F filings · as of 2023-09-30