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Seth Klarman · Baupost Group 13F holdings

Filed 2026-08-13 · BAUPOST GROUP LLC/MA · 23 positions · $5.4B

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TickerCompanySharesValue% of portfolio
AMZNAMAZON COM INC3.7M$892.3M16.5%
ELVELEVANCE HEALTH INC FORMERLY1.3M$493.1M9.1%
QSRRESTAURANT BRANDS INTL INC6.8M$489.6M9.0%
GOOGALPHABET INC1.4M$484.7M9.0%
FERGFERGUSON ENTERPRISES INC1.5M$344.3M6.4%
GPCGENUINE PARTS CO2.8M$332.3M6.1%
UNPUNION PAC CORP1.2M$322.4M6.0%
VVISA INC701.4K$240.6M4.4%
WCCWESCO INTL INC662.9K$229.0M4.2%
AONAON PLC687.0K$227.9M4.2%
TFXTELEFLEX INCORPORATED1.4M$178.6M3.3%
NCLHNORWEGIAN CRUISE LINE HLDGS7.7M$163.2M3.0%
MOHMOLINA HEALTHCARE INC633.6K$144.9M2.7%
CMECME GROUP INC619.0K$136.7M2.5%
HLFHERBALIFE LTD9.3M$121.8M2.2%
EXPEAGLE MATLS INC530.8K$119.4M2.2%
GDSGDS HLDGS LTD3.8M$113.2M2.1%
COLDAMERICOLD REALTY TRUST INC6.8M$107.4M2.0%
LBTYALIBERTY GLOBAL LTD8.5M$94.0M1.7%
AEROMEXGRUPO AEROMEXICO SAB DE CV4.9M$87.8M1.6%
AXTAAXALTA COATING SYS LTD1.3M$43.6M0.8%
DNOWDNOW INC2.8M$36.2M0.7%
PSPERSHING SQUARE INC392.0K$12.9M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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