13F Whale · profile

Seth Klarman.

Baupost Group

Positions

as of Mar 31, 2026

New / Adds

vs prior quarter

Trims / Exits

vs prior quarter

Book value

$5.1M

reported on 13F-HR

Margin-of-safety value investor. 13F-HR holdings.

Current positions

Top holdings · by 13F position size

Symbol	Last action	Date	Last price	Chg %	Veridion Score
AMZNAmazon.Com Inc	HOLD	Mar 31, 2026	$262.43	-1.46%	69
GOOGAlphabet Inc. Class C Capital Stock	HOLD	Mar 31, 2026	$382.20	+0.74%	70
VVISA Inc.	HOLD	Mar 31, 2026	$325.98	-0.88%	61

Quarter-over-quarter

Ticker	Issuer	Action	Change	% of book
—	FIDELITY NATL INFORMATION SV	EXIT	−$299K	5.85%
—	DOLLAR GEN CORP NEW	EXIT	−$274K	5.35%
—	AON PLC	NEW	+$248K	4.85%
V	VISA INC	NEW	+$212K	4.14%
—	TELEFLEX INCORPORATED	NEW	+$191K	3.73%

Source: SEC EDGAR · View raw filing →

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