Funds
Baupost Group
Сет Кларман
13F AUM
5.42 B $
positions
23
filed
August 13, 2026
the filing reported thousands — values were multiplied by 1000
| Ticker | Name | Weight | Δ since |
|---|---|---|---|
| AMZN | AMAZON COM INC | 16.48% | — |
| ELV | ELEVANCE HEALTH INC FORMERLY | 9.11% | — |
| QSR | RESTAURANT BRANDS INTL INC | 9.04% | — |
| GOOG | ALPHABET INC | 8.95% | — |
| FERG | FERGUSON ENTERPRISES INC | 6.36% | — |
| GPC | GENUINE PARTS CO | 6.13% | — |
| UNP | UNION PAC CORP | 5.95% | — |
| V | VISA INC | 4.44% | — |
| WCC | WESCO INTL INC | 4.23% | — |
| AON | AON PLC | 4.21% | — |
| TFX | TELEFLEX INCORPORATED | 3.3% | — |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | 3.01% | — |
| MOH | MOLINA HEALTHCARE INC | 2.68% | — |
| CME | CME GROUP INC | 2.52% | — |
| HLF | HERBALIFE LTD | 2.25% | — |
| EXP | EAGLE MATLS INC | 2.21% | — |
| GDS | GDS HLDGS LTD | 2.09% | — |
| COLD | AMERICOLD REALTY TRUST INC | 1.98% | — |
| LBTYK | LIBERTY GLOBAL LTD | 1.74% | — |
| AERO | GRUPO AEROMEXICO SAB DE CV | 1.62% | — |
| AXTA | AXALTA COATING SYS LTD | 0.81% | — |
| DNOW | DNOW INC | 0.67% | — |
| PS | PERSHING SQUARE INC | 0.24% | — |