Baupost Group (Seth Klarman)
Baupost Group (Seth Klarman) (BAUPOST GROUP LLC/MA) reported 23 positions worth $5.4M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AMZN (16.5%). Biggest move: reduce WCC ($267.4K).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMZN | SH | $892.3K | 16.48% | 3 Q | 3,743,854 | — | — | |
| ▸ 2 | ELV | SH | $493.1K | 9.11% | 1.5 Years | 1,275,154 | — | — | |
| ▸ 3 | QSR | SH | $489.6K | 9.04% | 2 Years | 6,753,112 | — | — | |
| ▸ 4 | GOOG | SH | $484.7K | 8.95% | 6.5 Years | 1,371,931 | — | — | |
| ▸ 5 | FERG | SH | $344.3K | 6.36% | 1.8 Years | 1,450,594 | — | — | |
| ▸ 6 | GPC | SH | $332.3K | 6.13% | 1 Year | 2,816,178 | — | — | |
| ▸ 7 | UNP | SH | $322.4K | 5.95% | 1 Year | 1,185,395 | — | — | |
| ▸ 8 | V | SH | $240.6K | 4.44% | 2 Q | 701,355 | — | — | |
| ▸ 9 | WCC | SH | $229.0K | 4.23% | 2.5 Years | 662,881 | — | — | |
| ▸ 10 | AON | SH | $227.9K | 4.21% | 2 Q | 687,000 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Pershing Square (Bill Ackman) | 9.7% | GOOG, AMZN, QSR |
| Egerton Capital (UK) | 9.5% | GOOG, AMZN, FERG, V |
| Hound Partners | 7.8% | AMZN, ELV, AERO, G66721104 |
| Weitz Investment Management | 7.3% | GOOG, AMZN, FERG, G0403H108, V |
| Corvex Management | 6.8% | UNP, AMZN, QSR |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Baupost Group (Seth Klarman) hold as of Q2 2026?
Baupost Group (Seth Klarman) reported 23 positions worth $5.4M in its Q2 2026 13F filing. Largest positions: AMZN (16.5%), ELV (9.1%), QSR (9.0%), GOOG (9.0%) and FERG (6.4%).
What did Baupost Group (Seth Klarman) buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Baupost Group (Seth Klarman) sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.