Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio ▼
Q3  2021
≡ AUR - Aurora Innovation Inc. Sell 100.00% 6,000,000 0.48
≡ LSXMA - Liberty Sirius XM Series A Add 25.71% 900,000 0.40
≡ QRVO - Qorvo Inc. Reduce 4.69% 250,000 0.39
≡ CZOOF - Cazoo Group Ltd Sell 100.00% 2,112 0.34
≡ 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
≡ PSTH-OLD - Pershing Square Tontine Holdings Ltd Reduce 5.35% 540,151 0.10
≡ HIPO - Hippo Holdings Inc. Sell 100.00% 40,000 0.08
≡ SKINW - Beauty Health Company WTS Sell 100.00% 898,981 0.05
≡ JOBY.WS - Joby Aviation Inc. WTS Buy 875,000 0.02
≡ RTPYW - Reinvent Technology Partners WTS Sell 100.00% 875,000 0.01
≡ RTPZ.WS - Reinvent Technology Partners Z WTS Sell 100.00% 200,000 0.00
≡ HIPO.WS - Hippo Holdings Inc. WTS Buy 200,000 0.00
Q2  2021
≡ FOXA - Fox Corporation Sell 100.00% 7,610,818 2.19
≡ EBAY - eBay Inc. Reduce 18.74% 3,433,800 1.96
≡ SJR-OLD - Shaw Communications Inc. Buy 7,530,807 1.77
≡ FOX - Fox Corporation CL B Sell 100.00% 5,680,307 1.58
≡ DOC - Healthpeak Properties Inc. Sell 100.00% 4,966,911 1.26
≡ MU - Micron Technology Inc. Add 32.08% 1,740,000 1.20
≡ WTW - Willis Towers Watson plc Reduce 24.34% 608,474 1.14
≡ FNF - Fidelity National Financial Inc. Sell 100.00% 3,036,935 0.99
≡ META - Meta Platforms Inc. Add 19.28% 250,000 0.71
≡ INTC - Intel Corp. Reduce 6.70% 1,560,384 0.71
≡ IS-OLD - ironSource Ltd Buy 8,000,000 0.65
≡ PSTH-OLD - Pershing Square Tontine Holdings Ltd Reduce 20.60% 2,617,269 0.49
≡ RTPYU - Reinvent Technology Partners Y Units Sell 100.00% 6,000,000 0.48
≡ AUR - Aurora Innovation Inc. Buy 6,000,000 0.48
≡ TBA - Thoma Bravo Advantage Sell 100.00% 4,000,000 0.33
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 12.87% 490,000 0.29
≡ 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
≡ LBTYK - Liberty Global Ltd CL C Reduce 1.07% 584,100 0.13
≡ DBRG - DigitalBridge Group Inc. Reduce 5.52% 333,975 0.09
≡ CZOOF - Cazoo Group Ltd Reduce 15.52% 389 0.06
≡ NXST - Nexstar Media Group Reduce 1.87% 39,000 0.05
≡ SKINW - Beauty Health Company WTS Buy 898,981 0.05
≡ ADV - Advantage Solutions Inc. Reduce 2.44% 305,000 0.03
≡ VSPR.WS - Vesper Healthcare Acquisition Corp. WTS Sell 100.00% 1,320,000 0.02
≡ NE - Noble Corp. Buy 104,928 0.02
≡ AUROW - Aurora Innovation Inc. WTS Buy 750,000 0.01
Q1  2021
≡ EBAY - eBay Inc. Reduce 41.11% 12,790,800 6.25
≡ WTW - Willis Towers Watson plc Buy 2,500,000 4.57
≡ FOXA - Fox Corporation Reduce 65.70% 14,576,132 4.19
≡ GOOG - Alphabet Inc. CL C Add 265.58% 4,227,000 3.49
≡ MPC - Marathon Petroleum Corp. Sell 100.00% 7,690,721 2.94
≡ INTC - Intel Corp. Add 28.15% 5,119,765 2.62
≡ IFF - International Flavors & Fragrances Inc. Buy 2,100,000 2.34
≡ PARA - Paramount Global CL B Sell 100.00% 4,700,000 1.62
≡ 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
≡ AJAX.U - Ajax I Units Sell 100.00% 5,000,000 0.57
≡ CGEM - Cullinan Oncology Inc. Buy 1,835,560 0.57
≡ RBAC-OLD - RedBall Acquisition Corp. Sell 100.00% 4,950,000 0.50
≡ RTPYU - Reinvent Technology Partners Y Units Buy 6,000,000 0.48
≡ VSPR - Vesper Healthcare Acquisition Corp. Sell 100.00% 3,960,000 0.41
≡ CZOOF - Cazoo Group Ltd Buy 2,500 0.41
≡ AVAN.U - Avanti Acquisition Corp. Units Sell 100.00% 4,000,000 0.40
≡ RTP.U - Reinvent Technology Partners Units Sell 100.00% 3,500,000 0.40
≡ HZON.U-OLD - Horizon Acquisition Corp. II Units Sell 100.00% 3,500,000 0.35
≡ TBA - Thoma Bravo Advantage Buy 4,000,000 0.33
≡ AVAN-OLD - Avanti Acquisition Corp. Buy 4,000,000 0.31
≡ BSN.U - Broadstone Acquisition Corp. Units Sell 100.00% 2,970,000 0.29
≡ 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
≡ FNF - Fidelity National Financial Inc. Reduce 20.08% 763,065 0.25
≡ EVTL - Vertical Aerospace Ltd Buy 2,970,000 0.23
≡ AGCB-OLD - Altimeter Growth Corp. 2 Buy 2,500,000 0.21
≡ IIAC.U - Investindustrial Acquisition Corp. Units Sell 100.00% 2,100,000 0.20
≡ RADI-OLD - Radius Global Infrastructure Sell 100.00% 1,501,342 0.18
≡ 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
≡ RTPZ.U - Reinvent Technology Partners Z Units Sell 100.00% 1,000,000 0.11
≡ HIPO - Hippo Holdings Inc. Buy 40,000 0.08
≡ SVFA-OLD - SVF Investment Corp. Buy 1,000,000 0.08
≡ ATRA - Atara Biotherapeutics Inc. Reduce 6.93% 631,500 0.07
≡ VIST - Vista Oil & Gas, S.A.B. de C.V. Sell 100.00% 1,951,132 0.05
≡ 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
≡ PARA - Paramount Global CL B Reduce 75.05% 14,137,585 4.87
≡ HDS - HD Supply Holdings Sell 100.00% 6,818,119 3.05
≡ MPC - Marathon Petroleum Corp. Buy 7,690,721 2.94
≡ HPQ - HP Inc. Sell 100.00% 13,300,000 2.74