13F HOLDINGS REPORT
Chanos & Co LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003940
Total Value
$318.2M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIGITAL RLTY TR INC | 253868103 | 1,493,700 | $180.8M | 56.82% |
| 2 | EQUINIX INC | EQIX | 124,900 | $90.7M | 28.51% |
| 3 | VERTIV HOLDINGS CO | VRT | 392,600 | $14.6M | 4.59% |
| 4 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 326,100 | $5.7M | 1.80% |
| 5 | DIGITAL RLTY TR INC | 253868103 | 40,000 | $4.8M | 1.52% |
| 6 | SPDR SER TR | 78464A698 | 49,786 | $2.1M | 0.65% |
| 7 | INVESCO QQQ TR | IVZ | 5,400 | $1.9M | 0.61% |
| 8 | WINGSTOP INC | WING | 10,000 | $1.8M | 0.57% |
| 9 | SUNNOVA ENERGY INTL INC. | 86745K104 | 158,600 | $1.7M | 0.52% |
| 10 | EQUINIX INC | EQIX | 2,000 | $1.5M | 0.46% |
| 11 | SUNRUN INC | RUN | 107,300 | $1.3M | 0.42% |
| 12 | ENOVIX CORPORATION | ENVX | 97,700 | $1.2M | 0.39% |
| 13 | LEMONADE INC | LMND | 94,000 | $1.1M | 0.34% |
| 14 | TESLA INC | TSLA | 4,000 | $1.0M | 0.31% |
| 15 | ROYAL CARIBBEAN GROUP | V7780T103 | 10,000 | $921,400 | 0.29% |
| 16 | INVESCO QQQ TR | IVZ | 2,134 | $764,548 | 0.24% |
| 17 | AIRBNB INC | ABNB | 5,000 | $686,050 | 0.22% |
| 18 | MICROSTRATEGY INC | STRK | 2,000 | $656,560 | 0.21% |
| 19 | NVIDIA CORPORATION | NVDA | 1,500 | $652,485 | 0.21% |
| 20 | JOBY AVIATION INC | JOBY-WT | 87,800 | $566,310 | 0.18% |
| 21 | MONGODB INC | MDB | 1,500 | $518,790 | 0.16% |
| 22 | AFFIRM HLDGS INC | AFRM | 20,000 | $425,400 | 0.13% |
| 23 | CARVANA CO | CVNA | 10,000 | $419,800 | 0.13% |
| 24 | COINBASE GLOBAL INC | COIN | 5,000 | $375,400 | 0.12% |
| 25 | SL GREEN RLTY CORP | 78440X887 | 10,000 | $373,000 | 0.12% |
| 26 | WAYFAIR INC | W | 5,000 | $302,850 | 0.10% |
| 27 | ISHARES TR | 464288679 | 2,725 | $301,031 | 0.09% |
| 28 | SPDR SER TR | 78468R663 | 3,275 | $300,711 | 0.09% |
| 29 | DUTCH BROS INC | BROS | 10,000 | $232,500 | 0.07% |
| 30 | INFLECTION PT ACQUISITN CRP | G4790U102 | 15,000 | $153,276 | 0.05% |
| 31 | ARES ACQUISITION CORPORATION | G33032106 | 12,742 | $137,104 | 0.04% |
| 32 | TRAILBLAZER MERGER CORP I | TBMC | 12,549 | $129,631 | 0.04% |