Baupost Group LLC

Seth Klarman

New CME and exited Willis Towers Watson in Q2 2026.

$5.4B in this filing23 positions

Holdings as of Jun 30, 2026. Filed Aug 13, 2026.

1AMZNAmazon Com Inc16.48%
$892.3M - 3.7M shares+20.0%
2ELVElevance Health Inc Former9.11%
$493.1M - 1.3M shares-
3QSRRestaurant Brands Intl Inc9.04%
$489.6M - 6.8M shares-16.4%

#	Stock				At Jun 30	Now
1	AMZNAmazon Com Inc	16.48%	$892.3M	+20.0%	$238.34	$249.57 +4.7%
2	ELVElevance Health Inc Former	9.11%	$493.1M	-	$386.73	$398.25 +3.0%
3	QSRRestaurant Brands Intl Inc	9.04%	$489.6M	-16.4%	$72.50	$70.91 -2.2%

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What is missing

Top 10 concentration: 75%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 14, 2026.

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