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BOSTON, MA · CIK 0001061768
New positions
3
Added to
6
Trimmed
9
Exited
2
BAUPOST GROUP LLC/MA (BOSTON, MA) reported a portfolio value of $5.42B across 23 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 74.9% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $892.31M | 16.48% | +20.0% |
| 2 | ELVELEVANCE HEALTH INC FORMERLY | $493.14M | 9.11% | - |
| 3 | QSRRESTAURANT BRANDS INTL INC | $489.61M | 9.04% | -16.4% |
| 4 | GOOGALPHABET INC | $484.74M | 8.95% | +16.2% |
| 5 | FERGFERGUSON ENTERPRISES INC | $344.27M | 6.36% | +0.6% |
| 6 | GPCGENUINE PARTS CO | $332.25M | 6.13% | +89.0% |
| 7 | UNPUNION PAC CORP | $322.43M | 5.95% | -23.1% |
| 8 | VVISA INC | $240.63M | 4.44% | - |
| 9 | WCCWESCO INTL INC | $228.98M | 4.23% | -53.9% |
| 10 | AONAON PLC | $227.87M | 4.21% | -10.7% |
| Stock | Value | Shares |
|---|---|---|
| CMECME GROUP INC | $136.69M | 619,000 |
| AXTAAXALTA COATING SYS LTD | $43.61M | 1,274,356 |
| PSPERSHING SQUARE INC | $12.88M | 392,000 |
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