Super Master

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Seth Klarman

Seth Klarman

Baupost Group

2026-06-30 · Official SEC filing

Photo: Maryland GovPics, CC BY 2.0

Top holdings

#Stock% of portfolioThis quarter
1AMZNAmazon.com Inc16.5%Added +20%
2ELVElevance Health Inc9.1%No change
3QSRRestaurant Brands Intern9.0%Reduced -16%
4GOOGLAlphabet Inc8.9%Added +16%
5FERGFerguson Enterprises Inc6.4%No change
6GPCGenuine Parts Co6.1%Added +89%
7UNPUnion Pacific Corp6.0%Reduced -23%
8VVisa Inc4.4%No change
9WCCWesco International Inc4.2%Reduced -54%
10TFXTeleflex Inc3.3%Reduced -12%

7 of these holdings are also in the Super Master top 50.

The remaining holdings and the full Super Master list are for members.

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No longer in the filing (sold out)

PCVX