Featured 13F manager
Baupost Group LLC Seth Klarman
Boston, MA 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $5.4B
- 23 Positions
- 2026 Q2
- +5.9% QoQ
- Top 5 50.0%
Portfolio
top 5 50.0% · top 10 74.9%
- AMZN - Amazon 16.5%
- ELV - Elevance 9.1%
- QSR - Restaurant Brands Intl 9.0%
- GOOG - Alphabet · CL C 9.0%
- FERG - Ferguson Enterprises 6.4%
- GPC - Genuine Parts 6.1%
- UNP - Union Pac 6.0%
- V - VISA · CL A 4.4%
- WCC - Wesco Intl 4.2%
- AON - AON PLC · CL A 4.2%
- TFX - Teleflex 3.3%
- NCLH - Norwegian Cruise Line 3.0%
- Other 18.8%
AUM over time
Book
| LBTYA - Liberty Global · CL C | 14.61% | Hold | 53,971,307 | $29.46 | $1.6B |
| INTC - Intel | 9.66% | Hold | 19,744,950 | $53.28 | $1.1B |
| VSAT - Viasat | 8.24% | Hold | 16,288,959 | $55.07 | $897M |
| QRVO - Qorvo | 7.81% | Hold | 5,084,466 | $167.19 | $850M |
| GOOG - Alphabet · CL C | 7.12% | Hold | 290,930 | $2,665 | $775M |
| META - Meta Platforms · CL A | 4.82% | Hold | 1,547,000 | $339.39 | $525M |
| MU - Micron Technology | 4.67% | Hold | 7,163,416 | $70.98 | $508M |
| Liberty Media Del | 3.96% | Hold | 9,084,867 | $47.47 | $431M |
| EBAY - EBAY Inc | 3.83% | Hold | 5,982,667 | $69.67 | $417M |
| Veritiv | 2.93% | Hold | 3,564,439 | $89.56 | $319M |
| Nexstar Media Group · CL A | 2.86% | Hold | 2,046,000 | $151.96 | $311M |
| DBX - Dropbox · CL A | 2.49% | Hold | 9,287,500 | $29.22 | $271M |
| SSNC - SS&C Technologies | 2.43% | Hold | 3,816,892 | $69.40 | $265M |
| WTW - Willis Towers Watson | 2.14% | Hold | 1,000,000 | $232.46 | $232M |
| LBTYA - Liberty Global · CL A | 2.10% | Hold | 7,657,205 | $29.80 | $228M |
| Shaw Communications · CL B | 2.01% | Hold | 7,530,807 | $29.04 | $219M |
| Liberty Media Del | 1.91% | Hold | 4,400,000 | $47.17 | $208M |
| Holding · CL A | 1.73% | Hold | 9,550,504 | $19.70 | $188M |
| IFF - International Flavors & Fragrances | 1.53% | Hold | 1,242,483 | $133.72 | $166M |
| Verint Sys | 1.45% | Hold | 3,528,484 | $44.79 | $158M |
| Atara Biotherapeutics | 1.39% | Hold | 8,477,488 | $17.90 | $152M |
| Digitalbridge Group · CL A | 1.27% | Hold | 22,877,059 | $6.03 | $138M |
| Advantage Solutions · CL A | 0.95% | Hold | 12,195,000 | $8.50 | $104M |
| Theravance Biopharma | 0.93% | Hold | 13,660,168 | $7.40 | $101M |
| JOBY - Joby Aviation | 0.88% | Hold | 10,000,000 | $9.61 | $96M |
| Ironsource · CL A | 0.80% | Hold | 8,000,000 | $10.87 | $87M |
| NUVB - Nuvation Bio · CL A | 0.78% | Hold | 8,623,021 | $9.90 | $85M |
| PCG - Pg And E | 0.64% | Hold | 7,216,458 | $9.60 | $69M |
| Archaea Energy · CL A | 0.54% | Hold | 3,500,000 | $16.85 | $59M |
| CGEM - Cullinan Oncology | 0.37% | Hold | 1,835,560 | $21.92 | $40M |
| Avanti Acquisition · CL A | 0.36% | Hold | 4,000,000 | $9.79 | $39M |
| Holding · CL A | 0.32% | Hold | 3,499,998 | $9.80 | $34M |
| Liberty Media Acquisition | 0.30% | Hold | 3,200,000 | $10.08 | $32M |
| Broadstone Acquisition · CL A | 0.27% | Hold | 2,970,000 | $9.95 | $30M |
| GTX - Garrett Motion | 0.24% | Hold | 3,575,000 | $7.37 | $26M |
| Altimeter Growth 2 · CL A | 0.23% | Hold | 2,500,000 | $9.89 | $25M |
| Trilogy Metals | 0.21% | Hold | 12,182,568 | $1.85 | $23M |
| Holding · CL A | 0.19% | Hold | 2,100,000 | $9.93 | $21M |
| Holding · CL A | 0.18% | Hold | 2,000,000 | $9.80 | $20M |
| Finch Therapeutics Group | 0.14% | Hold | 1,208,159 | $13.00 | $16M |
| Outbrain | 0.11% | Hold | 792,000 | $14.80 | $12M |
| Dragoneer Growth Oppty · CL A | 0.09% | Hold | 1,000,000 | $9.95 | $10M |
| Svf Investment · CL A | 0.09% | Hold | 1,000,000 | $9.76 | $10M |
| NE - Noble | 0.02% | Hold | 104,928 | $25.82 | $3M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 23 | $5.4B | +5.9% | 13F-HR | 8/13/2026 | 000106176826000010 |
| 2026 Q1 | 22 | $5.1B | −3.1% | 13F-HR | 5/14/2026 | 000106176826000007 |
| 2025 Q4 | 22 | $5.3B | +10.2% | 13F-HR | 2/13/2026 | 000106176826000005 |
| 2025 Q3 | 22 | $4.8B | +16.0% | 13F-HR | 11/13/2025 | 000106176825000007 |
| 2025 Q2 | 23 | $4.1B | +18.1% | 13F-HR | 8/13/2025 | 000106176825000005 |
| 2025 Q1 | 23 | $3.5B | +1.8% | 13F-HR | 5/14/2025 | 000106176825000003 |
| 2024 Q4 | 22 | $3.4B | −2.3% | 13F-HR | 2/13/2025 | 000106176825000002 |
| 2024 Q3 | 21 | $3.5B | −3.2% | 13F-HR | 11/13/2024 | 000106176824000005 |
| 2024 Q2 | 24 | $3.6B | −0.5% | 13F-HR | 8/13/2024 | 000156761924000363 |
| 2024 Q1 | 22 | $3.7B | −20.4% | 13F-HR | 5/14/2024 | 000156761924000317 |
| 2023 Q4 | 23 | $4.6B | −12.1% | 13F-HR | 2/13/2024 | 000156761924000192 |
| 2023 Q3 | 32 | $5.2B | −7.1% | 13F-HR | 11/13/2023 | 000156761923007709 |
| 2023 Q2 | 29 | $5.6B | −4.0% | 13F-HR | 8/11/2023 | 000156761923006910 |
| 2023 Q1 | 31 | $5.8B | −4.6% | 13F-HR | 5/12/2023 | 000156761923006061 |
| 2022 Q4 | 34 | $6.1B | +5.8% | 13F-HR | 2/13/2023 | 000156761923002543 |
| 2022 Q3 | 45 | $5.8B | −14.4% | 13F-HR | 11/14/2022 | 000156761922020125 |
| 2022 Q2 | 52 | $6.8B | −27.2% | 13F-HR | 8/12/2022 | 000156761922015853 |
| 2022 Q1 | 55 | $9.3B | −8.2% | 13F-HR | 5/13/2022 | 000156761922010529 |
| 2021 Q4 | 54 | $10.1B | −7.0% | 13F-HR | 2/11/2022 | 000156761922003626 |
| 2021 Q3 | 57 | $10.9B | — | 13F-HR | 11/12/2021 | 000156761921020056 |
About
BAUPOST GROUP LLC
SEC: BAUPOST GROUP LLC/MA
20 processed 13Fs on this site · 2021 Q3–2026 Q2