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Seth Klarman Portfolio: Baupost Group 13F Holdings

Review Baupost Group's latest 13F holdings, top disclosed positions, portfolio value, and recent changes associated with Seth Klarman.

Seth Klarman portfolio Top Holdings

Seth Klarman portfolio and Baupost Group 13F holdings indexed by Finoriq. Latest filing 2026-08-13.

RankHoldingValueLatest Filing
1AMZNAMAZON COM INC$892.3M2026-08-13
2ELVElevance Health, Inc.$493.1M2026-08-13
3QSRRestaurant Brands International Inc.$489.6M2026-08-13
4GOOGAlphabet Inc.$484.7M2026-08-13
5FERGFerguson Enterprises Inc. /DE/$344.3M2026-08-13
6GPCGENUINE PARTS CO$332.3M2026-08-13
7UNPUNION PACIFIC CORP$322.4M2026-08-13
8VVISA INC.$240.6M2026-08-13
9WCCWESCO INTERNATIONAL INC$229M2026-08-13
10TFXTELEFLEX INC$178.6M2026-08-13
11MOHMOLINA HEALTHCARE, INC.$144.9M2026-08-13
12CMECME GROUP INC.$136.7M2026-08-13
13EXPEAGLE MATERIALS INC$119.4M2026-08-13
14GDSGDS Holdings Ltd$113.2M2026-08-13
15AEROGrupo Aeromexico, S.A.B. de C.V.$87.8M2026-08-13
16DNOWDNOW Inc.$36.2M2026-08-13
17PSPERSHING SQUARE INC.$12.9M2026-08-13

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