What Seth Klarman Bought in Q1 2023
Baupost Group · Quarterly 13F recap as filed with the SEC.
Period: 2023-03-31 · Filed · Historical
$5.85B
Total Value
31
Holdings
0
New Buys
0
Reduced
In Q1 2023, Seth Klarman reported 31 long equity positions worth $5.85B in their Baupost Group 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LBTYK | LIBERTY GLOBAL PLC | 47504310 | $968.1M | 16.56% | — |
| 2 | GOOG | ALPHABET INC | 5851780 | $608.6M | 10.41% | — |
| 3 | VSAT | VIASAT INC | 16288959 | $551.2M | 9.43% | — |
| 4 | QRVO | QORVO INC | 4649504 | $472.3M | 8.08% | — |
| 5 | VRTVEUR | VERITIV CORP | 3324324 | $449.2M | 7.68% | — |
| 6 | LSXMKUSD | LIBERTY MEDIA CORP DEL | 14851048 | $415.7M | 7.11% | — |
| 7 | WBD | WARNER BROS DISCOVERY INC | 25235094 | $381.1M | 6.52% | — |
| 8 | FIS | FIDELITY NATL INFORMATION SV | 4841549 | $263.0M | 4.50% | — |
| 9 | LM03 | LIBERTY MEDIA CORP DEL | 8177656 | $229.7M | 3.93% | — |
| 10 | GTX | GARRETT MOTION INC | 25480292 | $226.5M | 3.87% | — |
| 11 | NWOEF | NEW ORIENTAL ED & TECHNOLOGY | 5418784 | $209.2M | 3.58% | — |
| 12 | WTW | WILLIS TOWERS WATSON PLC LTD | 858667 | $199.5M | 3.41% | — |
| 13 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 3274430 | $184.9M | 3.16% | — |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 7194276 | $140.3M | 2.40% | — |
| 15 | TBPH | THERAVANCE BIOPHARMA INC | 10419226 | $113.0M | 1.93% | — |
| 16 | SWKS | SKYWORKS SOLUTIONS INC | 703865 | $83.0M | 1.42% | — |
| 17 | JAZZ | JAZZ PHARMACEUTICALS PLC | 478696 | $70.0M | 1.20% | — |
| 18 | FISV | FISERV INC | 533382 | $60.3M | 1.03% | — |
| 19 | GTN | GRAY TELEVISION INC | 3760000 | $32.8M | 0.56% | — |
| 20 | HLF | HERBALIFE NUTRITION LTD | 1954200 | $31.5M | 0.54% | — |
| 21 | COIN | COINBASE GLOBAL INC | 45250000 | $29.0M | 0.50% | — |
| 22 | GTX | GARRETT MOTION INC | 3575000 | $27.4M | 0.47% | — |
| 23 | ATRA | ATARA BIOTHERAPEUTICS INC | 9123616 | $26.5M | 0.45% | — |
| 24 | ADV | ADVANTAGE SOLUTIONS INC | 11001624 | $17.0M | 0.29% | — |
| 25 | OPTU | ALTICE USA INC | 4774615 | $16.3M | 0.28% | — |
| 26 | LAD | LITHIA MTRS INC | 65043 | $14.9M | 0.25% | — |
| 27 | DBRG-PJ | DIGITALBRIDGE GROUP INC | 1233914 | $14.8M | 0.25% | — |
| 28 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 136077 | $9.0M | 0.15% | — |
| 29 | TMQ | TRILOGY METALS INC NEW | 4271542 | $2.3M | 0.04% | — |
| 30 | 31773D101 | FINCH THERAPEUTICS GROUP INC | 2019008 | $793K | 0.01% | — |
| 31 | G46044122 | HORIZON ACQUISITION CORPORAT | 2 | $0 | 0.00% | — |