Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Seth Klarman
Seth Klarman (The Baupost Group, L.L.C.): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 23 Positionen mit einem Gesamtwert von $5,4 Mrd. Wertentwicklung: 1 Jahr +20,45 %, 3 Jahre +62,17 %, 5 Jahre +18,01 %.
Seth Klarman
The Baupost Group, L.L.C.
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $5,4 Mrd.
Größte Position Amazon Com Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +20,45 %
Gesamtrendite · 3 Jahre +62,17 %
Gesamtrendite · 5 Jahre +18,01 %
23 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 AMZNAmazon Com Inc | 16,48% | $892.310.000 | 3.743.854 | BUY Q2 · 2026+20,0% · 625 Tsd. Stk. | ← | $253,71 | |
 ELVElevance Health Inc Formerly | 9,11% | $493.140.000 | 1.275.154 | – | BUY Q1 · 2026+0,5% · 6 Tsd. Stk. | $410,95 | |
 QSRRestaurant Brands Intl Inc | 9,04% | $489.612.000 | 6.753.112 | SOLD Q2 · 2026-16,4% · 1,3 Mio. Stk. | ← | $72,88 | |
 GOOGAlphabet Inc | 8,95% | $484.744.000 | 1.371.931 | BUY Q2 · 2026+16,2% · 191 Tsd. Stk. | ← | $344,41 | |
 FERGFerguson Enterprises Inc | 6,36% | $344.269.000 | 1.450.594 | BUY Q2 · 2026+0,6% · 8 Tsd. Stk. | ← | $214,43 | |
 GPCGenuine Parts Co | 6,13% | $332.253.000 | 2.816.178 | BUY Q2 · 2026+89,0% · 1,3 Mio. Stk. | ← | $128,08 | |
 UNPUnion Pac Corp | 5,95% | $322.427.000 | 1.185.395 | SOLD Q2 · 2026-23,1% · 356 Tsd. Stk. | ← | $279,37 | |
 VVisa Inc | 4,44% | $240.628.000 | 701.355 | – | – | $368,29 | |
 WCCWesco Intl Inc | 4,23% | $228.979.000 | 662.881 | SOLD Q2 · 2026-53,9% · 774 Tsd. Stk. | ← | $344,15 | |
 AONAon Plc | 4,21% | $227.871.000 | 687.000 | SOLD Q2 · 2026-10,7% · 82 Tsd. Stk. | ← | $295,64 | |
N/A TFXTeleflex Incorporated | 3,30% | $178.605.000 | 1.409.000 | SOLD Q2 · 2026-11,7% · 186 Tsd. Stk. | ← | $124,52 | |
 NCLHNorwegian Cruise Line Hldgs | 3,01% | $163.180.000 | 7.730.000 | BUY Q2 · 2026+112,9% · 4,1 Mio. Stk. | ← | $14,12 | |
 MOHMolina Healthcare Inc | 2,68% | $144.906.000 | 633.609 | – | BUY Q1 · 2026+1,4% · 9 Tsd. Stk. | $200,79 | |
 CMECme Group Inc | 2,52% | $136.694.000 | 619.000 | NEW Q2 · 2026619 Tsd. Stk. | – | $276,01 | |
 HLFHerbalife Ltd | 2,25% | $121.767.000 | 9.259.844 | – | BUY Q4 · 2025+19,3% · 1,5 Mio. Stk. | $11,89 | |
 EXPEagle Matls Inc | 2,21% | $119.422.000 | 530.763 | SOLD Q2 · 2026-40,5% · 362 Tsd. Stk. | ← | $176,82 | |
 GDSGds Hldgs Ltd | 2,09% | $113.208.000 | 3.769.818 | BUY Q2 · 2026+23,8% · 725 Tsd. Stk. | ← | $32,79 | |
 COLDAmericold Realty Trust Inc | 1,98% | $107.371.000 | 6.830.230 | SOLD Q2 · 2026-12,2% · 951 Tsd. Stk. | ← | $14,41 | |
 LBTYKLiberty Global Ltd | 1,74% | $93.975.000 | 8.543.161 | SOLD Q2 · 2026-36,2% · 4,9 Mio. Stk. | ← | $9,65 | |
N/A AEROGrupo Aeromexico Sab De Cv | 1,62% | $87.843.000 | 4.880.188 | – | BUY Q1 · 2026+0,5% · 25 Tsd. Stk. | $15,42 | |
 AXTAAxalta Coating Sys Ltd | 0,81% | $43.608.000 | 1.274.356 | NEW Q2 · 20261,3 Mio. Stk. | – | $32,20 | |
 DNOWDnow Inc | 0,67% | $36.160.000 | 2.788.000 | SOLD Q2 · 2026-23,1% · 837 Tsd. Stk. | ← | $15,59 | |
N/A PSPershing Square Inc | 0,24% | $12.881.000 | 392.000 | NEW Q2 · 2026392 Tsd. Stk. | – | $49,83 | |
 PCVXVaxcyte Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 800 Tsd. Stk. | ← | $58,13 | |
N/A WTWWillis Towers Watson Plc Ltd Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 893 Tsd. Stk. | ← | $309,98 |
