BAUPOST GROUP (Seth Klarman) reported 23 equity positions with a combined reported value of $5.42B in its Q2 2026 Form 13F filing. The ten largest of those positions account for 74.9%of the filing’s reported value.
| # | Security | CUSIP | Class | Reported value | Shares | Weight |
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 023135106 | COM | $892.3M | 3.74M | 16.48% |
| 2 | ELEVANCE HEALTH INC FORMERLY | 036752103 | COM | $493.1M | 1.28M | 9.11% |
| 3 | RESTAURANT BRANDS INTL INC | 76131D103 | COM | $489.6M | 6.75M | 9.04% |
| 4 | ALPHABET INC | 02079K107 | CAP STK CL C | $484.7M | 1.37M | 8.95% |
| 5 | FERGUSON ENTERPRISES INC | 31488V107 | COMMON STOCK NEW | $344.3M | 1.45M | 6.36% |
| 6 | GENUINE PARTS CO | 372460105 | COM | $332.3M | 2.82M | 6.13% |
| 7 | UNION PAC CORP | 907818108 | COM | $322.4M | 1.19M | 5.95% |
| 8 | VISA INC | 92826C839 | COM CL A | $240.6M | 701K | 4.44% |
| 9 | WESCO INTL INC | 95082P105 | COM | $229.0M | 663K | 4.23% |
| 10 | AON PLC | G0403H108 | SHS CL A | $227.9M | 687K | 4.21% |
The full 23-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Open Fund TrackerRock Group holds BAUPOST GROUP (Seth Klarman)’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.
Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.