account_balance
Investment manager · 13F filer · SEC CIK 1061768
Baupost Group LLC
Reported value$5.42Mas of Jun 30, 2026
Positions23 3 new, 2 sold out
Top 10 weight74.9%AMZN alone is 16%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon Com Inc
16.5%Added +20%
ELVElevance Health Inc Formerly
9.1%
QSRRestaurant Brands Intl Inc
9.0%Trimmed −16%
GOOGAlphabet Inc
9.0%Added +16%
FERGFerguson Enterprises Inc
6.4%
GPCGenuine Parts Co
6.1%Added +89%
UNPUnion Pac Corp
6.0%Trimmed −23%
VVisa Inc
4.4%
WCCWesco Intl Inc
4.2%Trimmed −54%
AONAon PLC
4.2%Trimmed −11%
TFXTeleflex Incorporated
3.3%Trimmed −12%
NCLHNorwegian Cruise Line Hldgs
3.0%Added +113%
AMZNAmazon Com Inc
16.5%Added +20%
ELV9.1%QSR9.0%GOOG9.0%FERG6.4%GPC6.1%UNP6.0%V4.4%WCC4.2%AON4.2%TFX3.3%NCLH3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon Com Inc 16.5% Added +20%ELV Elevance Health Inc Formerly 9.1% HeldQSR Restaurant Brands Intl Inc 9.0% Trimmed −16%GOOG Alphabet Inc 9.0% Added +16%FERG Ferguson Enterprises Inc 6.4% HeldGPC Genuine Parts Co 6.1% Added +89%UNP Union Pac Corp 6.0% Trimmed −23%V Visa Inc 4.4% HeldWCC Wesco Intl Inc 4.2% Trimmed −54%AON Aon PLC 4.2% Trimmed −11%TFX Teleflex Incorporated 3.3% Trimmed −12%NCLH Norwegian Cruise Line Hldgs 3.0% Added +113%
What changed