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Baupost Group

Seth Klarman

Publicly disclosed long equity holdings.

20 / 20 quarters verified
Disclosed long shares$4.6M
Positions23
Top 10 concentration83.6%
New2
Increased3
Valuation basis

Value covers disclosed long shares only; options and principal amounts are excluded. Values flagged by cross-filer unit reconciliation are estimates.

Portfolio holdings

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FiledInvestorStockChangeShares ΔWeightSource
2024-02-13Baupost GroupLIBERTY GLOBAL LTDLIBERTY GLOBAL LTDCOM CL CNew—17.20% +17.2 ppSEC filing
2024-02-13Baupost GroupVIASAT INCVIASAT INCCOMUnchanged0.0%9.86% +4.1 ppSEC filing
2024-02-13Baupost GroupLIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DELCOM LBTY SRM S CUnchanged0.0%9.32% +2.0 ppSEC filing
2024-02-13Baupost GroupGOOGALPHABET INCCAP STK CL CDecreased-23.0%9.07% -0.8 ppSEC filing
2024-02-13Baupost GroupFIDELITY NATL INFORMATION SVFIDELITY NATL INFORMATION SVCOMDecreased-8.6%8.33% +0.9 ppSEC filing
2024-02-13Baupost GroupWTWWILLIS TOWERS WATSON PLC LTDSHSUnchanged0.0%8.18% +1.9 ppSEC filing
2024-02-13Baupost GroupWARNER BROS DISCOVERY INCWARNER BROS DISCOVERY INCCOM SER AUnchanged0.0%6.26% +0.9 ppSEC filing
2024-02-13Baupost GroupCLARIVATE PLCCLARIVATE PLCORD SHSIncreased+13.3%5.15% +2.2 ppSEC filing
2024-02-13Baupost GroupLIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DELCOM LBTY SRM S AUnchanged0.0%5.13% +1.1 ppSEC filing
2024-02-13Baupost GroupCRHCrh PlcORDUnchanged0.0%5.05% +1.5 ppSEC filing
2024-02-13Baupost GroupLIBERTY GLOBAL LTDLIBERTY GLOBAL LTDCOM CL ANew—2.79% +2.8 ppSEC filing
2024-02-13Baupost GroupJAZZ PHARMACEUTICALS PLCJAZZ PHARMACEUTICALS PLCSHS USDIncreased+23.7%2.24% +0.5 ppSEC filing
2024-02-13Baupost GroupJACOBS SOLUTIONS INCJACOBS SOLUTIONS INCCOMIncreased+49.2%2.06% +0.8 ppSEC filing
2024-02-13Baupost GroupTHERAVANCE BIOPHARMA INCTHERAVANCE BIOPHARMA INCCOMUnchanged0.0%1.82% +0.6 ppSEC filing
2024-02-13Baupost GroupTower Semiconductor LtdTower Semiconductor LtdSHS NEWDecreased-4.9%1.80% +0.4 ppSEC filing
2024-02-13Baupost GroupLIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DELCOM LBTY LIV S ADecreased-4.0%1.51% +0.3 ppSEC filing
2024-02-13Baupost GroupSS&C TECHNOLOGIES HLDGS INCSS&C TECHNOLOGIES HLDGS INCCOMDecreased-55.3%1.37% -1.0 ppSEC filing
2024-02-13Baupost GroupGRAY TELEVISION INCGRAY TELEVISION INCCOMUnchanged0.0%0.73% +0.2 ppSEC filing
2024-02-13Baupost GroupGARRETT MOTION INCGARRETT MOTION INCCOMDecreased-50.0%0.63% -0.3 ppSEC filing
2024-02-13Baupost GroupLIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DELCOM LBTY LIV S CDecreased-62.2%0.59% -0.6 ppSEC filing
2024-02-13Baupost GroupHERBALIFE LTDHERBALIFE LTDCOM SHSDecreased-0.8%0.56% +0.1 ppSEC filing
2024-02-13Baupost GroupALTICE USA INCALTICE USA INCCL AUnchanged0.0%0.34% +0.0 ppSEC filing
2024-02-13Baupost GroupFINCH THERAPEUTICS GROUP INCFINCH THERAPEUTICS GROUP INCCOM NEWUnchanged0.0%0.01% -0.0 ppSEC filing

Latest changes

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Portfolio history

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QuarterPositionsDisclosed long share value
2026 Q223$5.4M
2026 Q122$5.1M
2025 Q422$5.3M
2025 Q320$4.8M
2025 Q222$4.1M
2025 Q122$3.5M
2024 Q421$3.4M
2024 Q320$3.5M
2024 Q223$3.5M
2024 Q121$3.5M
2023 Q423$4.6M
2023 Q331$5.1M
2023 Q228$5.5M
2023 Q130$5.8M
2022 Q432$6.1M
2022 Q345$5.79B
2022 Q251$6.74B
2022 Q154$9.27B
2021 Q453$10.10B
2021 Q356$10.86B

Sources & reporting managers

BAUPOST GROUP LLC/MA · SEC

Original filings & information tables

0001567619-24-000192

0001567619-24-000192

HOLDWISE LETTER · 2026 Q2

Quarterly holdings review

Shared holdings, position changes and the original filings.