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User

Seth Klarman

Baupost Group

Seth Klarman Visa Inc, CL-A stake

total: 272

Baupost Group V trades

Total transactions:
1
New positions:
1
Held since:
2026 Q1
Held for:
2 quarters
Latest activity:
2026 Q1
According to 2026 Q2 report, Seth Klarman holds 701,355 Visa Inc, CL-A (V) shares with a market value of roughly $240.63M accounting for 4.44% of the overall portfolio. To date, the estimated cost basis is nearly $302.24 for "buy" trades. Baupost Group first purchased V in 2026 Q1, initially acquiring 701,355 shares.

How many V shares does Seth Klarman currently hold?

According to 2026 Q2 report, Seth Klarman holds 701,355 shares of Visa Inc, CL-A (V), valued at around $240.63M.

When did Seth Klarman buy Visa Inc, CL-A (V)?

Seth Klarman first invested in Visa Inc, CL-A (V) in 2026 Q1 at the reported quarter-end price of $302.24 per share.

What's the cost basis of Baupost Group's V stake?

The estimated cost basis for Visa Inc, CL-A (V) stake is around $302.24 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$302.24

Seth Klarman's historical trades in Visa Inc, CL-A

1 result
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
4.14%
701,355
$302.24
$211,978,000
new
+4.14%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.