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Seth Klarman

CEO & Portfolio Manager
Baupost Group

Positions

23

Disclosed value

$5.4B

New last quarter

3

Exits last quarter

2

From Baupost Group's latest 13F filing (Jun 2026 quarter). 13F filings disclose long US-listed positions only — not cash, shorts, or private assets. TickerTalksAI is not affiliated with Seth Klarman or Baupost Group.

Top holdings

AMZN

AMZN

16.7% of portfolio

Added

$892.3M

ELV

ELV

9.1% of portfolio

Held

$493.1M

QSR

QSR

9.0% of portfolio

Trimmed

$489.6M

GOOG

GOOG

9.1% of portfolio

Added

$484.7M

FERG

FERG

6.4% of portfolio

Added

$344.3M

Full Baupost Group analysis