Quarter snapshot
Baupost Group
- Quarter
- Q1 2026
- Filed
- 2026-05-14
- Portfolio value
- $5,115,380,000
- Positions
- 22
- Source
- 13F on EDGAR ↗
| Ticker | Change | % of portfolio |
|---|---|---|
| AMZN | +47% | 12.7% |
| QSR | 11.67% | |
| WCC | +1% | 7.69% |
| UNP | −5% | 7.31% |
| ELV | +1% | 7.3% |
| GOOGL | +9% | 6.62% |
| FERG | +27% | 6.58% |
| WTW | −34% | 5.08% |
| AON | NEW | 4.85% |
| V | NEW | 4.14% |
| TFX | NEW | 3.73% |
| EXP | −25% | 3.31% |
| GPC | +0% | 3.08% |
| LBTYK | −36% | 3.07% |
| HLF | 2.66% | |
| GDS | 2.4% | |
| COLD | +124% | 1.74% |
| MOH | +1% | 1.65% |
| AERO | +1% | 1.34% |
| NCLH | NEW | 1.33% |
| PCVX | NEW | 0.91% |
| DNOW | NEW | 0.84% |
| FIS | SOLD | — |
| DG | SOLD | — |
| FISV | SOLD | — |
| CRH | SOLD | — |
| LBTYA | SOLD | — |
| TBN | SOLD | — |