Smart Money · 13F Portfolio
Baupost Group
TheDesperateTrader.com· latest reported equity holdings
Portfolio value
$5M
Positions
22
New this quarter
6
Reported
May 14
Baupost Group’s latest 13F equity portfolio, straight from its SEC filing on May 14, 2026. Positions are ranked by size; the ones Baupost Group opened or added to this quarter are flagged. This is what a 13F shows: reported long U.S. equity positions as of the quarter-end. It is not the full picture and it is not advice.
- 1
$AMZNAdded +47%Amazon Com Inc$650K12.7% of book
- 2
$QSRRestaurant Brands Intl Inc$597K11.7% of book
- 3Wesco Intl IncWesco Intl Inc$393K7.7% of book
- 4Union Pac CorpUnion Pac Corp$374K7.3% of book
- 5Elevance Health Inc FormerlyElevance Health Inc Formerly$373K7.3% of book
- 6
$GOOGLAlphabet Inc$339K6.6% of book
- 7
$FERGAdded +27%Ferguson Enterprises Inc$336K6.6% of book
- 8
$WTWTrimmedWillis Towers Watson Plc Ltd$260K5.1% of book
- 9
$AONNewAon Plc$248K4.9% of book
- 10
$VNewVisa Inc$212K4.1% of book
- 11
$TFXNewTeleflex Incorporated$191K3.7% of book
- 12Eagle Matls IncEagle Matls Inc$169K3.3% of book
- 13
$GPCGenuine Parts Co$158K3.1% of book
- 14
$LBTYATrimmedLiberty Global Ltd$157K3.1% of book
- 15
$HLFHerbalife Ltd$136K2.7% of book
- 16
$GDSGds Hldgs Ltd$123K2.4% of book
- 17
$COLDAdded +124%Americold Realty Trust Inc$89K1.7% of book
- 18
$MOHMolina Healthcare Inc$84K1.7% of book
- 19
$AEROGrupo Aeromexico Sab De Cv$68K1.3% of book
- 20
$NCLHNewNorwegian Cruise Line Hldgs$68K1.3% of book
- 21
$PCVXNewVaxcyte Inc$46K0.9% of book
- 22
$DNOWNewDnow Inc$43K0.8% of book
Updated Jul 15, 8:30 PM. Sourced from SEC EDGAR 13F filings. Showing the top 22 positions by value.
Other filers
Berkshire HathawayCitadel AdvisorsRenaissance TechnologiesViking Global InvestorsCoatue ManagementTiger Global ManagementNVIDIABaker Bros. AdvisorsBridgewater AssociatesPershing SquareARK Investment ManagementLone Pine CapitalAltimeter CapitalAppaloosaSoros Fund ManagementAlphabetAmazonThird PointGreenlight CapitalScion Asset Management