BAUPOST GROUP LLC/MA
CIK 1061768
13F filing for Q2 2026・No. 863
- Holdings
- US$5.42B
- Quarter change
- +US$300.47M
- Entries
- 23
- Net bought (estimate)
- −US$301.56M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 2
- Cut 9
- Added 6
- Corporate actions 0
- Unchanged 5
Largest holdings
23 stocks worth US$5.42B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Added | 3,743,854 | US$892.31M | 16.48% |
| ELVELEVANCE HEALTH INC FORMERLYCOM | Unchanged | 1,275,154 | US$493.14M | 9.11% |
| QSRRESTAURANT BRANDS INTL INCCOM | Cut | 6,753,112 | US$489.61M | 9.04% |
| GOOGALPHABET INCCAP STK CL C | Added | 1,371,931 | US$484.74M | 8.95% |
| FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW | Added | 1,450,594 | US$344.27M | 6.36% |
| GPCGENUINE PARTS COCOM | Added | 2,816,178 | US$332.25M | 6.13% |
| UNPUNION PAC CORPCOM | Cut | 1,185,395 | US$322.43M | 5.95% |
| VVISA INCCOM CL A | Unchanged | 701,355 | US$240.63M | 4.44% |
| WCCWESCO INTL INCCOM | Cut | 662,881 | US$228.98M | 4.23% |
| AONAON PLCSHS CL A | Cut | 687,000 | US$227.87M | 4.21% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.