★ Baupost Group

Seth Klarman · Preseason

Portfolio from the 13F for the quarter 2026-06, filed on 2026-08-13. Only long S&P 500 and Nasdaq-100 positions we have prices for; coverage shows what share of its declared portfolio they represent. The 13F is published up to 45 days after the quarter. If the fund files a new one during the season, its portfolio changes at the next close, like an order.

AMZNAmazon24.5 %
ELVElevance Health13.6 %
GOOGAlphabet Inc. (Class C)13.3 %
FERGFerguson Enterprises9.5 %
GPCGenuine Parts Company9.1 %

+ 5 more positions with Pro.

See its full portfolio in Big funds →