1
AMZNAMAZON COM INC
CUSIP 023135106
Filed value
$649,543Weight / shares
12.70% · 3,118,754 shQuarter change
+$159,884 · +32.7%Prior receipt ↗
Institutional filer · CIK 0001061768
Baupost Group reported holdings.
Reported US long positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.
Reported book
$5.1MFiling lines parsed
22Holdings published
22Current reported holdings
Top 22 positions by filed value
As of 2026-03-31; filed 2026-05-14. QoQ values appear only when both exact quarter filing receipts are present in the cached read model.
RankHoldingFiled valueWeight / sharesQuarter change
2
RESTAURANT BRANDS INTL INC
CUSIP 76131D103
Filed value
$597,208Weight / shares
11.67% · 8,080,112 shQuarter change
+$45,883 · +8.3%Prior receipt ↗
3
WESCO INTL INC
CUSIP 95082P105
Filed value
$393,159Weight / shares
7.69% · 1,436,881 shQuarter change
+$46,056 · +13.3%Prior receipt ↗
4
UNION PAC CORP
CUSIP 907818108
Filed value
$373,876Weight / shares
7.31% · 1,540,995 shQuarter change
-$2,540 · -0.7%Prior receipt ↗
5
ELEVANCE HEALTH INC FORMERLY
CUSIP 036752103
Filed value
$373,301Weight / shares
7.30% · 1,275,154 shQuarter change
-$71,653 · -16.1%Prior receipt ↗
6
GOOGALPHABET INC
CUSIP 02079K107
Filed value
$338,819Weight / shares
6.62% · 1,181,131 shQuarter change
-$2,338 · -0.7%Prior receipt ↗
7
FERGUSON ENTERPRISES INC
CUSIP 31488V107
Filed value
$336,457Weight / shares
6.58% · 1,442,411 shQuarter change
+$83,319 · +32.9%Prior receipt ↗
8
WILLIS TOWERS WATSON PLC LTD
CUSIP G96629103
Filed value
$259,632Weight / shares
5.08% · 893,126 shQuarter change
-$186,476 · -41.8%Prior receipt ↗
9
AON PLC
CUSIP G0403H108
Filed value
$248,218Weight / shares
4.85% · 769,000 shQuarter change
+$248,218Prior receipt ↗
10
VVISA INC
CUSIP 92826C839
Filed value
$211,978Weight / shares
4.14% · 701,355 shQuarter change
+$211,978Prior receipt ↗
11
TELEFLEX INCORPORATED
CUSIP 879369106
Filed value
$190,778Weight / shares
3.73% · 1,595,000 shQuarter change
+$190,778Prior receipt ↗
12
EAGLE MATLS INC
CUSIP 26969P108
Filed value
$169,134Weight / shares
3.31% · 892,763 shQuarter change
-$75,833 · -31.0%Prior receipt ↗
13
GENUINE PARTS CO
CUSIP 372460105
Filed value
$157,604Weight / shares
3.08% · 1,490,348 shQuarter change
-$25,125 · -13.7%Prior receipt ↗
14
LIBERTY GLOBAL LTD
CUSIP G61188127
Filed value
$157,150Weight / shares
3.07% · 13,397,247 shQuarter change
-$73,418 · -31.8%Prior receipt ↗
15
HERBALIFE LTD
CUSIP G4412G101
Filed value
$136,305Weight / shares
2.66% · 9,259,844 shQuarter change
+$16,946 · +14.2%Prior receipt ↗
16
GDS HLDGS LTD
CUSIP 36165L108
Filed value
$122,676Weight / shares
2.40% · 3,044,818 shQuarter change
+$16,412 · +15.4%Prior receipt ↗
17
AMERICOLD REALTY TRUST INC
CUSIP 03064D108
Filed value
$89,168Weight / shares
1.74% · 7,780,800 shQuarter change
+$44,471 · +99.5%Prior receipt ↗
18
MOLINA HEALTHCARE INC
CUSIP 60855R100
Filed value
$84,460Weight / shares
1.65% · 633,609 shQuarter change
-$24,003 · -22.1%Prior receipt ↗
19
GRUPO AEROMEXICO SAB DE CV
CUSIP 40054J109
Filed value
$68,371Weight / shares
1.34% · 4,880,188 shQuarter change
-$38,249 · -35.9%Prior receipt ↗
20
NORWEGIAN CRUISE LINE HLDGS
CUSIP G66721104
Filed value
$67,881Weight / shares
1.33% · 3,630,000 shQuarter change
+$67,881Prior receipt ↗
21
VAXCYTE INC
CUSIP 92243G108
Filed value
$46,488Weight / shares
0.91% · 800,000 shQuarter change
+$46,488Prior receipt ↗
22
DNOW INC
CUSIP 67011P100
Filed value
$43,174Weight / shares
0.84% · 3,625,000 shQuarter change
+$43,174Prior receipt ↗
Form 13F generally covers reported US long positions. It can omit cash, private assets, many derivatives, shorts, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.