What stocks does Baupost Group hold?

Baupost Group (Seth Klarman) discloses 18 positions as of 2026-06-30. Top by weight: AMZN (16.48%), ELV (9.11%), QSR (9.04%), GOOGL (8.95%), FERG (6.36%).

What is Baupost Group's largest position?

AMZN (Amazon.com, Inc.) is Baupost Group's largest disclosed position at 16.48% of the portfolio - $892,310.

When did Baupost Group last file?

Baupost Group's most recent disclosed filing is 13F-HR for period 2026-06-30 (23 positions total).

Hedge Fund

Baupost Group

Seth Klarman

Seth Klarman's value-oriented firm, founded in 1982 in Boston. Klarman is the author of Margin of Safety; the book favours out-of-favour names and holds a lot of cash when bargains are scarce.

CIK 0001061768www.baupost.com ↗

Filing13F-HR

Period2026-06-30

Disclosed$5M

Positions23

Shown18 (88.0%)

SourceEDGAR

Top holdings

ranked by weight

#1
AMZNAmazon.com, Inc.
16.48%
weight
$892,310value
$249.67last
#2
ELVELEVANCE HEALTH INC FORMERLY
9.11%
weight
$493,140value
- last
#3
QSRRestaurant Brands International Inc.
9.04%
weight
$489,612value
$71.64last
#4
GOOGLAlphabet Inc. Class A
8.95%
weight
$484,744value
$343.92last
#5
FERGFERGUSON ENTERPRISES INC
6.36%
weight
$344,269value
- last
#6
GPCGENUINE PARTS CO
6.13%
weight
$332,253value
- last
#7
UNPUNION PAC CORP
5.95%
weight
$322,427value
- last
#8
VVisa Inc. (Class A)
4.44%
weight
$240,628value
$367.38last
#9
WCCWESCO INTL INC
4.23%
weight
$228,979value
- last
#10
TFXTELEFLEX INCORPORATED
3.30%
weight
$178,605value
- last
#11
MOHMolina Healthcare, Inc.
2.68%
weight
$144,906value
$190.86last
#12
CMECME GROUP INC
2.52%
weight
$136,694value
- last
#13
EXPEAGLE MATLS INC
2.21%
weight
$119,422value
- last
#14
GDSGDS HLDGS LTD
2.09%
weight
$113,208value
- last
#15
COLDAMERICOLD REALTY TRUST INC
1.98%
weight
$107,371value
- last
#16
AEROGRUPO AEROMEXICO SAB DE CV
1.62%
weight
$87,843value
- last
#17
DNOWDNOW INC
0.67%
weight
$36,160value
- last
#18
PSPERSHING SQUARE INC
0.24%
weight
$12,881value
- last

Frequently asked questions

What stocks does Baupost Group hold?: Baupost Group (Seth Klarman) discloses 18 positions as of 2026-06-30. Top by weight: AMZN (16.48%), ELV (9.11%), QSR (9.04%), GOOGL (8.95%), FERG (6.36%).
What is Baupost Group's largest position?: AMZN (Amazon.com, Inc.) is Baupost Group's largest disclosed position at 16.48% of the portfolio - $892,310.
When did Baupost Group last file?: Baupost Group's most recent disclosed filing is 13F-HR for period 2026-06-30 (23 positions total).
Who is Baupost Group?: Seth Klarman's value-oriented firm, founded in 1982 in Boston. Klarman is the author of Margin of Safety; the book favours out-of-favour names and holds a lot of cash when bargains are scarce.

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