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Baupost Group

Сет Кларман

13F AUM 5.42 B $
positions 23
filed August 13, 2026
AMZN · 16.5% AMZN 16.5% ELV · 9.1% ELV 9.1% QSR · 9.0% QSR 9.0% GOOG · 9.0% GOOG 9.0% FERG · 6.4% FERG 6.4% GPC · 6.1% GPC 6.1% UNP · 6.0% UNP 6.0% V · 4.4% V WCC · 4.2% WCC AON · 4.2% AON 4.2% TFX · 3.3% TFX 3.3% NCLH · 3.0% NCLH 3.0% MOH · 2.7% MOH CME · 2.5% CME HLF · 2.2% HLF EXP · 2.2% EXP GDS · 2.1% GDS COLD · 2.0% COLD 2.0% LBTYK · 1.7% LBTYK AERO · 1.6% AERO AXTA · 0.81% AXTA DNOW · 0.67% DNOW PS · 0.24%

Small cells: PS 0.24%.

added new trimmed unchanged