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BIG MONEY · 13F AS OF 2026-06-30
Baupost Group (Seth Klarman)
$5.4B disclosed · 23 positions shown · vs 2026-03-31
Top holdings · 2026-06-30
| # | Ticker | Issuer | Value | Shares |
|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $892M | 3,743,854 |
| 2 | — | ELEVANCE HEALTH INC FORMERLY | $493M | 1,275,154 |
| 3 | — | RESTAURANT BRANDS INTL INC | $490M | 6,753,112 |
| 4 | GOOGL | ALPHABET INC | $485M | 1,371,931 |
| 5 | — | FERGUSON ENTERPRISES INC | $344M | 1,450,594 |
| 6 | GPC | GENUINE PARTS CO | $332M | 2,816,178 |
| 7 | — | UNION PAC CORP | $322M | 1,185,395 |
| 8 | V | VISA INC | $241M | 701,355 |
| 9 | — | WESCO INTL INC | $229M | 662,881 |
| 10 | AON | AON PLC | $228M | 687,000 |
| 11 | — | TELEFLEX INCORPORATED | $179M | 1,409,000 |
| 12 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $163M | 7,730,000 |
| 13 | MOH | MOLINA HEALTHCARE INC | $145M | 633,609 |
| 14 | CME | CME GROUP INC | $137M | 619,000 |
| 15 | HLF | HERBALIFE LTD | $122M | 9,259,844 |
| 16 | — | EAGLE MATLS INC | $119M | 530,763 |
| 17 | GDS | GDS HLDGS LTD | $113M | 3,769,818 |
| 18 | COLD | AMERICOLD REALTY TRUST INC | $107M | 6,830,230 |
| 19 | LBTYA | LIBERTY GLOBAL LTD | $94M | 8,543,161 |
| 20 | — | GRUPO AEROMEXICO SAB DE CV | $88M | 4,880,188 |
| 21 | — | AXALTA COATING SYS LTD | $44M | 1,274,356 |
| 22 | DNOW | DNOW INC | $36M | 2,788,000 |
| 23 | PS | PERSHING SQUARE INC | $13M | 392,000 |
Republished from SEC EDGAR 13F-HR filings (US-listed holdings only, filed within 45 days of quarter end). Top 23 positions by value shown.