Baupost Group LLC

Seth Klarman

New Cme position and exited Willis Towers Watson in Q2 2026.

$5.4B in this filing23 positionstop 10 = 75%

Holdings are from Jun 30, 2026, not today. Filed Aug 13, 2026. Next filing due ~Nov 14, 2026 - a fund that has since had a bad quarter will not show it here until then.

Spot holdings23 positions - $5.4B

1AMZNAmazon Com Inc16.48%
$892.3M - 3.7M shares+625K
2ELVElevance Health Inc Former9.11%
$493.1M - 1.3M shares-
3QSRRestaurant Brands Intl Inc9.04%
$489.6M - 6.8M shares-1.3M

#	Stock					At filing	Now	Market cap	P/E
1	AMZNAmazon Com Inc	16.48%	$892.3M	3.7M	+625K	$238.34	$262.65 +10.2%	$2.83T	21.1
2	ELVElevance Health Inc Former	9.11%	$493.1M	1.3M	-	$386.73	$400.32 +3.5%	$86.8B	17.7
3	QSRRestaurant Brands Intl Inc	9.04%	$489.6M	6.8M	-1.3M	$72.50	-	$35.6B	19.5

20 more on a paid plan

Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.

Unlock all 20 holdings

What is missing

This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.