BAUPOST GROUP LLC/MA — 13F holdings

BAUPOST GROUP LLC/MA reported 23 holdings worth $5.42B in its 13F filing for Q2 2026, filed August 13, 2026.

Seth Klarman's portfolio: holdings, buys and sells

Largest positions

1. AMZN AMAZON COM INC — $892M (16.5%)
2. ELV ELEVANCE HEALTH INC — $493M (9.1%)
3. QSR RESTAURANT BRANDS INTL INC — $490M (9.0%)
4. GOOG ALPHABET INC — $485M (9.0%)
5. FERG FERGUSON ENTERPRISES INC — $344M (6.4%)
6. GPC GENUINE PARTS CO — $332M (6.1%)
7. UNP UNION PAC CORP — $322M (6.0%)
8. V VISA INC — $241M (4.4%)
9. WCC WESCO INTL INC — $229M (4.2%)
10. AON AON PLC — $228M (4.2%)