13F Portfolio · Q2 2026
Seth Klarman
Baupost Group · 53% top-10 concentration
Value
Top 3 holdings
| AMZN | AMAZON COM INC | 16.5% |
| ELV | ELEVANCE HEALTH INC FORMERLY | 9.1% |
| GOOG | ALPHABET INC | 9.0% |
| AMZN | AMAZON COM INC | 16.5% |
| ELV | ELEVANCE HEALTH INC FORMERLY | 9.1% |
| GOOG | ALPHABET INC | 9.0% |