Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio ▼
Q4  2021
≡ GRAB - Grab Holdings Ltd Cl A Buy 6,402,221 0.44
≡ LSXMA - Liberty SiriusXM Series A Add 13.07% 575,000 0.30
≡ VRNT - Verint Systems Inc. Add 6.42% 226,481 0.12
≡ EVTL.WS - Vertical Aerospace Ltd WTS26 Buy 1,485,000 0.01
≡ ZGN.WS - Ermenegildo Zegna Hold WTS27 Buy 700,000 0.01
Q3  2021
≡ DBX - Dropbox Inc. Buy 9,287,500 2.55
≡ LSXMK - Liberty SiriusXM Series C Add 40.09% 2,600,000 1.16
≡ JOBY - Joby Aviation Inc. Add 185.71% 6,500,000 0.59
≡ LFG-OLD - Archaea Energy Inc. Buy 3,500,000 0.55
≡ LSXMA - Liberty SiriusXM Series A Add 25.71% 900,000 0.40
≡ SSNC - SS&C Technologies Holdings Inc. Add 15.07% 500,000 0.33
≡ TBPH - Theravance Biopharma Inc. Add 37.84% 3,750,000 0.26
≡ VRNT - Verint Systems Inc. Add 16.08% 488,686 0.21
≡ OB - Outbrain Inc. Buy 792,000 0.11
≡ JOBY.WS - Joby Aviation Inc. WTS Buy 875,000 0.02
≡ HIPO.WS - Hippo Holdings Inc. WTS Buy 200,000 0.00
Q2  2021
≡ SJR-OLD - Shaw Communications Inc. Buy 7,530,807 1.77
≡ MU - Micron Technology Inc. Add 32.08% 1,740,000 1.20
≡ META - Meta Platforms Inc. Add 19.28% 250,000 0.71
≡ IS-OLD - ironSource Ltd Buy 8,000,000 0.65
≡ AUR - Aurora Innovation Inc. Buy 6,000,000 0.48
≡ GTX - Garrett Motion Inc. Buy 3,575,000 0.23
≡ QRVO - Qorvo Inc. Add 2.11% 110,000 0.18
≡ TBPH - Theravance Biopharma Inc. Add 13.45% 1,175,000 0.14
≡ SKINW - Beauty Health Company WTS Buy 898,981 0.05
≡ NE - Noble Corp. Buy 104,928 0.02
≡ AUROW - Aurora Innovation Inc. WTS Buy 750,000 0.01
Q1  2021
≡ WTW - Willis Towers Watson plc Buy 2,500,000 4.57
≡ GOOG - Alphabet Inc. CL C Add 265.58% 4,227,000 3.49
≡ INTC - Intel Corp. Add 28.15% 5,119,765 2.62
≡ IFF - International Flavors & Fragrances Inc. Buy 2,100,000 2.34
≡ QRVO - Qorvo Inc. Add 17.67% 784,371 1.14
≡ META - Meta Platforms Inc. Add 40.98% 377,000 0.89
≡ NUVB - Nuvation Bio Inc. Buy 8,623,021 0.66
≡ CGEM - Cullinan Oncology Inc. Buy 1,835,560 0.57
≡ RTPYU - Reinvent Technology Partners Y Units Buy 6,000,000 0.48
≡ CZOOF - Cazoo Group Ltd Buy 2,500 0.41
≡ TBA - Thoma Bravo Advantage Buy 4,000,000 0.33
≡ AVAN-OLD - Avanti Acquisition Corp. Buy 4,000,000 0.31
≡ SSNC - SS&C Technologies Holdings Inc. Add 15.16% 501,108 0.28
≡ HZON-OLD - Horizon Acquisition Corp. II Buy 3,499,998 0.28
≡ JOBY - Joby Aviation Inc. Buy 3,500,000 0.28
≡ VRNT - Verint Systems Inc. Add 32.74% 749,798 0.27
≡ LMACA-OLD - Liberty Media Acquisition Corp. Buy 3,200,000 0.26
≡ DOC - Healthpeak Properties Inc. Add 24.17% 966,711 0.25
≡ EVTL - Vertical Aerospace Ltd Buy 297,000 0.23
≡ AGCB-OLD - Altimeter Growth Corp. 2 Buy 2,500,000 0.21
≡ DGNU-OLD - Dragoneer Growth Opportunities Corp. III Buy 2,000,000 0.16
≡ IIAC - Investindustrial Acquisition Corp. Buy 2,100,000 0.16
≡ FNCH - Finch Therapeutics Group Inc. Buy 40,271 0.15
≡ MU - Micron Technology Inc. Add 3.86% 201,416 0.14
≡ HIPO - Hippo Holdings Inc. Buy 40,000 0.08
≡ SVFA-OLD - SVF Investment Corp. Buy 1,000,000 0.08
≡ AVAN.WS - Avanti Acquisition Corp. WTS Buy 2,000,000 0.02
≡ CZOO.WS - Cazoo Group Ltd WTS Buy 1,250,000 0.02
≡ HZON.WS-OLD - Horizon Acquisition Corp. II WTS Buy 1,166,666 0.02
≡ LMACW - Liberty Media Acquisition Corp. WTS Buy 640,000 0.02
≡ BSN.WS - Broadstone Acquisition Corp. WTS Buy 1,485,000 0.01
≡ RTPYW - Reinvent Technology Partners WTS Buy 875,000 0.01
≡ IIAC.WS - Investindustrial Acquisition Corp. WTS Buy 700,000 0.00
≡ RTPZ.WS - Reinvent Technology Partners Z WTS Buy 200,000 0.00
≡ SVFAW-OLD - SVF Investment Corp. WTS Buy 200,000 0.00
Q4  2020
≡ INTC - Intel Corp. Buy 18,185,569 8.38
≡ MPC - Marathon Petroleum Corp. Buy 7,690,721 2.94
≡ QRVO - Qorvo Inc. Add 49.86% 1,477,209 2.27
≡ ADV - Advantage Solutions Inc. Buy 12,500,000 1.49
≡ FNF - Fidelity National Financial Inc. Buy 3,800,000 1.37
≡ META - Meta Platforms Inc. Add 63.41% 357,000 0.90
≡ AJAX.U - Ajax I Units Buy 5,000,000 0.57
≡ RBAC-OLD - RedBall Acquisition Corp. Buy 4,950,000 0.50
≡ EBAY - eBay Inc. Add 3.32% 1,000,000 0.47
≡ VSPR - Vesper Healthcare Acquisition Corp. Buy 3,960,000 0.41
≡ AVAN.U - Avanti Acquisition Corp. Units Buy 4,000,000 0.40
≡ HZON.U-OLD - Horizon Acquisition Corp. II Units Buy 3,500,000 0.35
≡ LSXMK - Liberty SiriusXM Series C Add 11.51% 669,591 0.27
≡ LSXMA - Liberty SiriusXM Series A Add 19.74% 576,952 0.23
≡ IIAC.U - Investindustrial Acquisition Corp. Units Buy 2,100,000 0.20
≡ SSNC - SS&C Technologies Holdings Inc. Add 9.16% 277,275 0.19
≡ RADI-OLD - Radius Global Infrastructure Buy 1,501,342 0.18
≡ CVT - Cvent Holding Corp. Buy 1,000,000 0.11
≡ RTPZ.U - Reinvent Technology Partners Z Units Buy 1,000,000 0.11
≡ DBRG - DigitalBridge Group Inc. Add 7.03% 397,614 0.07
≡ RBAC.WS - RedBall Acquisition Corp. WTS Buy 1,650,000 0.03
≡ VSPR.WS - Vesper Healthcare Acquisition Corp. WTS Buy 1,320,000 0.03
≡ DOC - Healthpeak Properties Inc. Add 0.01% 200 0.00
Q3  2020
≡ PSTH-OLD - Pershing Square Tontine Holdings Ltd Buy 17,500,000 4.30
≡ MU - Micron Technology Inc. Buy 5,222,000 2.66
≡ PCG - PG&E Corp. Add 551.95% 25,955,158 2.64
≡ LSXMK - Liberty SiriusXM Series C Add 3045.65% 5,630,409 2.02
≡ SSNC - SS&C Technologies Holdings Inc. Add 2055.28% 2,887,993 1.90
≡ AMAT - Applied Materials Buy 2,306,601 1.49
≡ DOC - Healthpeak Properties Inc. Buy 4,000,000 1.18
≡ LSXMA - Liberty SiriusXM Series A Buy 2,923,048 1.05
≡ VSAT - Viasat Inc. Add 18.62% 2,556,891 0.95
≡ VRNT - Verint Systems Inc. Add 271.56% 1,673,672 0.88
≡ HWM - Howmet Aerospace Inc. Buy 4,603,800 0.83
≡ RBAC.U - RedBall Acquisition Corp. Units Buy 4,950,000 0.57
≡ RTP.U - Reinvent Technology Partners Units Buy 3,500,000 0.44
≡ VSPRU - Vesper Healthcare Acquisition Corp. Units Buy 3,960,000 0.44
≡ BSN.U - Broadstone Acquisition Corp. Units Buy 2,970,000 0.32