Seth Klarman
Baupost Group
管理资产
$5.42B
持仓数量
23
报告季度
Q2 2026
前十大持仓
前十大持仓（按价值）
全部持仓
持仓明细
Source: SEC EDGAR 13FAMAZON COM INCAMZN | AMZN | $892.3M | 3.74M | 16.48% | +20.0% |
ELEVANCE HEALTH INC FORMERLYELV | ELV | $493.1M | 1.28M | 9.11% | — |
RESTAURANT BRANDS INTL INCQSR | QSR | $489.6M | 6.75M | 9.04% | -16.4% |
ALPHABET INCGOOG | GOOG | $484.7M | 1.37M | 8.95% | +16.1% |
FERGUSON ENTERPRISES INCFERG | FERG | $344.3M | 1.45M | 6.36% | — |
GENUINE PARTS COGPC | GPC | $332.3M | 2.82M | 6.13% | +89.0% |
UNION PAC CORPUNP | UNP | $322.4M | 1.19M | 5.95% | -23.1% |
VISA INCV | V | $240.6M | 701.4K | 4.44% | — |
WESCO INTL INCWCC | WCC | $229.0M | 662.9K | 4.23% | -53.9% |
AON PLCAON | AON | $227.9M | 687.0K | 4.21% | -10.7% |
TELEFLEX INCORPORATEDTFX | TFX | $178.6M | 1.41M | 3.30% | -11.7% |
NORWEGIAN CRUISE LINE HLDGSNCLH | NCLH | $163.2M | 7.73M | 3.01% | +113.0% |
MOLINA HEALTHCARE INCMOH | MOH | $144.9M | 633.6K | 2.68% | — |
CME GROUP INCCME | CME | $136.7M | 619.0K | 2.52% | 新建 |
HERBALIFE LTDHLF | HLF | $121.8M | 9.26M | 2.25% | — |
EAGLE MATLS INCEXP | EXP | $119.4M | 530.8K | 2.21% | -40.5% |
GDS HLDGS LTD | -- | $113.2M | 3.77M | 2.09% | +23.8% |
AMERICOLD REALTY TRUST INCCOLD | COLD | $107.4M | 6.83M | 1.98% | -12.2% |
LIBERTY GLOBAL LTDLBTYA | LBTYA | $94.0M | 8.54M | 1.74% | -36.2% |
GRUPO AEROMEXICO SAB DE CV | -- | $87.8M | 4.88M | 1.62% | — |
AXALTA COATING SYS LTDAXTA | AXTA | $43.6M | 1.27M | 0.81% | 新建 |
DNOW INCDNOW | DNOW | $36.2M | 2.79M | 0.67% | -23.1% |
PERSHING SQUARE INCPS | PS | $12.9M | 392.0K | 0.24% | 新建 |