Baupost Group LLC reported 23 holdings worth US$5.42M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Baupost Group LLC reported 23 holdings worth US$5.42M as of Jun 30, 2026. Largest: Amazon.com, Inc., Elevance Health, Inc. and Restaurant Brands International Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$5.42M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 3.74M | US$892M | 16475.9% |
| Elevance Health, Inc. | 1.28M | US$493M | 9105.5% |
| Restaurant Brands International Inc. | 6.75M | US$490M | 9040.3% |
| Alphabet Inc (google) Class C | 1.36M | US$485M | 8950.5% |
| Ferguson Enterprises Inc. | 1.45M | US$344M | 6356.7% |
| Genuine Parts Company | 2.82M | US$332M | 6134.8% |
| Union Pacific Corporation | 1.19M | US$322M | 5953.4% |
| Visa Inc. | 701K | US$241M | 4443.0% |
| Wesco International, Inc. | 663K | US$229M | 4227.9% |
| Teleflex Incorporated | 1.41M | US$179M | 3297.8% |
| Norwegian Cruise Line Holdings Ltd. | 7.73M | US$163M | 3013.0% |
| Molina Healthcare Inc | 634K | US$145M | 2675.6% |
| Cme Group Inc. | 619K | US$137M | 2524.0% |
| Herbalife Ltd. | 9.26M | US$122M | 2248.3% |
| Eagle Materials Inc | 531K | US$119M | 2205.0% |
| Gds Holdings Ltd. | 3.77M | US$113M | 2090.3% |
| Americold Realty Trust, Inc. | 6.83M | US$107M | 1982.5% |
| Liberty Global Ltd. | 8.27M | US$94M | 1735.2% |
| Grupo Aeromexico, S.a.b. De C.v. | 4.88M | US$87.8M | 1622.0% |
| Axalta Coating Systems Ltd. | 1.27M | US$43.6M | 805.2% |
| Dnow Inc. | 2.79M | US$36.2M | 667.7% |
| Pershing Square Inc. | 392K | US$12.9M | 237.8% |
| Vaxcyte, Inc. | 0 | US$0 | 0.00% |