Seth Klarman
Baupost Group
管理资产
$5.12B
持仓数量
22
报告季度
Q1 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 | $649.5M | 3.12M | 12.70% | +47.0% |
RESTAURANT BRANDS INTL INCQSR | QSR | $597.2M | 8.08M | 11.67% | — |
WESCO INTL INCWCC | WCC | $393.2M | 1.44M | 7.69% | — |
UNION PAC CORPUNP | UNP | $373.9M | 1.54M | 7.31% | -5.3% |
ELEVANCE HEALTH INC FORMERLYELV | ELV | $373.3M | 1.28M | 7.30% | — |
ALPHABET INCGOOG | GOOG | $338.8M | 1.18M | 6.62% | +8.6% |
FERGUSON ENTERPRISES INCFERG | FERG | $336.5M | 1.44M | 6.58% | +26.9% |
WILLIS TOWERS WATSON PLC LTDWTW | WTW | $259.6M | 893.1K | 5.08% | -34.2% |
AON PLCAON | AON | $248.2M | 769.0K | 4.85% | 新建 |
VISA INCV | V | $212.0M | 701.4K | 4.14% | 新建 |
TELEFLEX INCORPORATEDTFX | TFX | $190.8M | 1.59M | 3.73% | 新建 |
EAGLE MATLS INCEXP | EXP | $169.1M | 892.8K | 3.31% | -24.7% |
GENUINE PARTS COGPC | GPC | $157.6M | 1.49M | 3.08% | — |
LIBERTY GLOBAL LTDLBTYA | LBTYA | $157.2M | 13.40M | 3.07% | -35.9% |
HERBALIFE LTDHLF | HLF | $136.3M | 9.26M | 2.66% | — |
GDS HLDGS LTD | -- | $122.7M | 3.04M | 2.40% | — |
AMERICOLD REALTY TRUST INCCOLD | COLD | $89.2M | 7.78M | 1.74% | +123.9% |
MOLINA HEALTHCARE INCMOH | MOH | $84.5M | 633.6K | 1.65% | — |
GRUPO AEROMEXICO SAB DE CV | -- | $68.4M | 4.88M | 1.34% | — |
NORWEGIAN CRUISE LINE HLDGSNCLH | NCLH | $67.9M | 3.63M | 1.33% | 新建 |
VAXCYTE INCPCVX | PCVX | $46.5M | 800.0K | 0.91% | 新建 |
DNOW INCDNOW | DNOW | $43.2M | 3.63M | 0.84% | 新建 |