Seth Klarman
Baupost Group · Buys great companies for less than they're really worth and holds for the long run
Top 5 holdings: AMZN 16.5%, ELV 9.1%, QSR 9.0%, GOOG 9.0%, FERG 6.4%
Holdings in or near the buy zone today
From stocks Seth Klarman holds · latest close
Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated
Trades in Q2 2026
Compared with the previous quarter's report
All holdings
Weight = value of that stock ÷ total value of US stocks in the report
AON PLC · shares -11%
NORWEGIAN CRUISE LINE HLDGS · shares +113%
HERBALIFE LTD
LIBERTY GLOBAL LTD · shares -36%
Portfolio value over time
Each quarter per the 13F report (value at quarter end)
Latest $5M
| Quarter | AMZN | ELV | QSR | GOOG | FERG |
|---|---|---|---|---|---|
| Q2 2026 | 16.5% | 9.1% | 9.0% | 9.0% | 6.4% |
| Q1 2026 | 12.7% | 7.3% | 11.7% | 6.6% | 6.6% |
| Q4 2025 | 9.3% | 8.4% | 10.4% | 6.5% | 4.8% |
| Q3 2025 | – | 8.9% | 11.0% | 9.4% | 5.4% |
| Q2 2025 | – | 5.8% | 6.5% | 11.3% | 6.0% |
| Q1 2025 | – | 3.1% | 7.4% | 9.3% | 5.2% |
Sector breakdown
Other whales
13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice