Value
Baupost Group
Baupost Group’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$5.42B
reported long US equity
Positions
23
US-listed holdings
New this quarter
3
2 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $892.3M | 16.5% | 3.7M | Added |
| 2 | ELVELEVANCE HEALTH INC FORMERLY | $493.1M | 9.1% | 1.3M | — |
| 3 | QSRRESTAURANT BRANDS INTL INC | $489.6M | 9.0% | 6.8M | Reduced |
| 4 | GOOGALPHABET INC | $484.7M | 9.0% | 1.4M | Added |
| 5 | FERGFERGUSON ENTERPRISES INC | $344.3M | 6.4% | 1.5M | Added |
| 6 | GPCGENUINE PARTS CO | $332.3M | 6.1% | 2.8M | Added |
| 7 | UNPUNION PAC CORP | $322.4M | 6.0% | 1.2M | Reduced |
| 8 | VVISA INC | $240.6M | 4.4% | 701.4K | — |
| 9 | WCCWESCO INTL INC | $229.0M | 4.2% | 662.9K | Reduced |
| 10 | AON PLC | $227.9M | 4.2% | 687.0K | Reduced |
| 11 | TFXTELEFLEX INCORPORATED | $178.6M | 3.3% | 1.4M | Reduced |
| 12 | NORWEGIAN CRUISE LINE HLDGS | $163.2M | 3.0% | 7.7M | Added |
| 13 | MOHMOLINA HEALTHCARE INC | $144.9M | 2.7% | 633.6K | — |
| 14 | CMECME GROUP INC | $136.7M | 2.5% | 619.0K | New |
| 15 | HERBALIFE LTD | $121.8M | 2.2% | 9.3M | — |
| 16 | EXPEAGLE MATLS INC | $119.4M | 2.2% | 530.8K | Reduced |
| 17 | GDS HLDGS LTD | $113.2M | 2.1% | 3.8M | Added |
| 18 | COLDAMERICOLD REALTY TRUST INC | $107.4M | 2.0% | 6.8M | Reduced |
| 19 | LIBERTY GLOBAL LTD | $94.0M | 1.7% | 8.5M | Reduced |
| 20 | GRUPO AEROMEXICO SAB DE CV | $87.8M | 1.6% | 4.9M | — |
| 21 | AXALTA COATING SYS LTD | $43.6M | 0.8% | 1.3M | New |
| 22 | DNOWDNOW INC | $36.2M | 0.7% | 2.8M | Reduced |
| 23 | PERSHING SQUARE INC | $12.9M | 0.2% | 392.0K | New |
Sold out (Q2 2026)
WILLIS TOWERS WATSON PLC LTD, VAXCYTE INC
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From Baupost Group’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.