Seth Klarman's Portfolio

Baupost Group 13F holdings

What is Seth Klarman's portfolio?

Baupost Group has disclosed a total of 24 security holdings in their (2014 Q2) SEC 13F filing(s) with portfolio value of $6,140,685,000.

What stocks does Seth Klarman own?

In Seth Klarman's portfolio as of 30 Jun 2014, the top 5 holdings are (MU) MICRON TECHNOLOGY INC (27.72%), (IDIX) IDENIX PHARMACEUTICALS LLC (20.67%), (VSAT) VIASAT INC (10.89%), (THRX) THERAVANCE INC (9.89%) and (LNG) CHENIERE ENERGY INC (6.99%).

To see the historical data of Baupost Group's portfolio holdings please click on the "2014 Q2" dropdown menu and select the date.

To see Baupost Group's original 13F reports (2014 Q2), please click on the "important" button.

Portfolio value: $6,140M+
Period: 2014 Q2
Number of stock: 24
Update: 14 Aug 2014
ELOS
0.67%
4,000,000
$10.32
-
$41,280,000
TBPH
3.15%
6,061,228
$31.88
73.24% $8.53
$193,232,000
buy
+3.15%
THRX
9.89%
20,395,056
$29.78
86.33% $4.07
$607,365,000
-1.50% (-310,745)
-0.15%
VSAT
10.89%
11,533,137
$57.96
87.04% $7.51
$668,461,000
+1.20% (+137,237)
+0.13%
4 of 24

Completely sold out

Shares, change to shares, sold shares - 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.