Seth Klarman - Baupost Group
As of Q1 2026, this manager reported 22 long-equity positions worth $5.12B in aggregate.
As of Q1 2026, Seth Klarman's Baupost Group held 22 long-equity positions with a reported value of $5.12B.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 18 of 50 rows. Rows without a quote are marked unavailable.
| 1 | LBTYK | LIBERTY GLOBAL PLC | 15.10% | Reduce -0.7% | 47,504,310 | $923.01M | $19.43 | |
| 2 | LSXMK | LIBERTY MEDIA CORP DEL | 8.74% | Reduce -0.9% | 13,651,048 | $534.17M | No quote | No quote |
| 3 | QRVO | QORVO INC | 8.50% | Reduce -15.4% | 5,731,657 | $519.52M | $90.64 | |
| 4 | VSAT | VIASAT INC | 8.43% | - | 16,288,959 | $515.55M | $31.65 | |
| 5 | VRTV | VERITIV CORP | 6.62% | Reduce -3.3% | 3,324,324 | $404.6M | No quote | No quote |
| 6 | GOOG | ALPHABET INC | 5.80% | Add +190.2% | 3,994,280 | $354.41M | $88.73 | |
| 7 | WTW | WILLIS TOWERS WATSON PLC LTD | 5.13% | Reduce -0.3% | 1,280,908 | $313.28M | $244.58 | |
| 8 | LSXMA | LIBERTY MEDIA CORP DEL | 4.94% | - | 7,677,656 | $301.81M | No quote | No quote |
| 9 | WBD | WARNER BROS DISCOVERY INC | 4.81% | Add +6.9% | 31,000,000 | $293.88M | $9.48 | |
| 10 | GTX 11 PERP A | GARRETT MOTION INCCUSIP 366505204 | 3.63% | - | 25,480,292 | $221.68M | No quote | No quote |
| 11 | META | META PLATFORMS INC | 3.40% | Add +150.8% | 1,727,851 | $207.93M | $120.34 | |
| 12 | FI | FISERV INC | 3.31% | Reduce -43.3% | 2,002,391 | $202.38M | No quote | No quote |
| 13 | EDU | NEW ORIENTAL ED & TECHNOLOGY | 3.30% | Reduce -24.6% | 5,793,928 | $201.75M | $34.82 | |
| 14 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 3.21% | - | 3,772,749 | $196.41M | $52.06 | |
| 15 | MU | MICRON TECHNOLOGY INC | 2.69% | - | 3,285,974 | $164.23M | $49.98 | |
| 16 | FIS | FIDELITY NATL INFORMATION SV | 2.39% | Add +250.4% | 2,155,000 | $146.22M | $67.85 | |
| 17 | LBTYA | LIBERTY GLOBAL PLC | 2.23% | - | 7,194,276 | $136.19M | $18.93 | |
| 18 | TBPH | THERAVANCE BIOPHARMA INC | 2.10% | Reduce -14.9% | 11,419,226 | $128.12M | No quote | No quote |
| 19 | AMZN | AMAZON COM INC | 1.36% | Add +299.2% | 990,000 | $83.16M | $84.00 | |
| 20 | LAD | LITHIA MTRS INC | 0.84% | - | 250,000 | $51.19M | $204.74 | |
| 21 | GTN | GRAY TELEVISION INC | 0.64% | Add +7.7% | 3,510,000 | $39.28M | $11.19 | |
| 22 | DBRG | DIGITALBRIDGE GROUP INC | 0.57% | Reduce -2.7% | 3,201,713 | $35.03M | No quote | No quote |
| 23 | HLF | HERBALIFE NUTRITION LTD | 0.49% | New | 2,000,000 | $29.76M | $14.88 | |
| 24 | GTX | GARRETT MOTION INC | 0.45% | - | 3,575,000 | $27.24M | $7.62 | |
| 25 | ATRA | ATARA BIOTHERAPEUTICS INC | 0.44% | - | 8,123,616 | $26.65M | No quote | No quote |
| 26 | ADV | ADVANTAGE SOLUTIONS INC | 0.37% | Reduce -7.1% | 11,001,624 | $22.48M | No quote | No quote |
| 27 | ATUS | ALTICE USA INC | 0.29% | New | 3,880,200 | $17.85M | No quote | No quote |
| 28 | NUVB | NUVATION BIO INC | 0.15% | Reduce -53.9% | 4,808,194 | $9.23M | $1.92 | |
| 29 | TMQ | TRILOGY METALS INC NEW | 0.07% | Reduce -19.2% | 7,990,481 | $4.4M | No quote | No quote |
| 30 | OB | OUTBRAIN INC | 0.01% | Reduce -80.7% | 153,231 | $555K | No quote | No quote |
| 31 | FNCH | FINCH THERAPEUTICS GROUP INC | 0.01% | Reduce -9.3% | 1,019,008 | $489K | No quote | No quote |
| 48 | EVTLWS | VERTICAL AEROSPACE LTD | - | Sold | 0 | $0 | No quote | No quote |
| 47 | SVFAW | SVF INVESTMENT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 46 | LMACW | LIBERTY MEDIA ACQUISITION CO | - | Sold | 0 | $0 | No quote | No quote |
| 45 | LMACA | LIBERTY MEDIA ACQUISITION CO | - | Sold | 0 | $0 | No quote | No quote |
| 44 | JOBYWS | JOBY AVIATION INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | HZONWS | HORIZON ACQUISITION CORPORAT | - | Sold | 0 | $0 | No quote | No quote |
| 42 | HZONU | HORIZON ACQUISITION CORPORAT | 0.00% | New | 2 | $0 | No quote | No quote |
| 41 | HIPOWS | HIPPO HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | ZGNWS | ERMENEGILDO ZEGNA N V | - | Sold | 0 | $0 | No quote | No quote |
| 39 | EHAB | ENHABIT INC | - | Sold | 0 | $0 | No quote | No quote |
| 38 | EHC | ENCOMPASS HEALTH CORP | - | Sold | 0 | $0 | No quote | No quote |
| 37 | DBX | DROPBOX INC | - | Sold | 0 | $0 | No quote | No quote |
| 36 | CGEM | CULLINAN ONCOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 35 | CZOWF | CAZOO GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |
| 34 | AVANWS | AVANTI ACQUISITION CORP | - | Sold | 0 | $0 | No quote | No quote |
| 33 | AUROW | AURORA INNOVATION INC | - | Sold | 0 | $0 | No quote | No quote |
| 32 | LFG | ARCHAEA ENERGY INC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | COIN 0.5 06/01/26 | COINBASE GLOBAL INCNOTE 0.500% 6/0 | OTHER | 25,250,000 | $14.01M |
| 2 | RDFN 0 10/15/25 | REDFIN CORPNOTE 10/1 | OTHER | 8,480,000 | $4.97M |