StockDriftsStockDriftsTop 22 Baupost Group LLC Ma Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 16.48% | 3.74M | $892.3M | +20.04%(+625.10K) | $222.76(+19.02%) | 2026-06-30 | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 9.11% | 1.28M | $493.1M | +0.00%(+0) | $379.60(+4.90%) | 2026-06-30 | |
| QSR | RESTAURANT BRANDS INTL INC | 9.04% | 6.75M | $489.6M | -16.42%(-1.33M) | $66.52(+15.14%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 8.95% | 1.37M | $484.7M | +16.15%(+190.80K) | $174.96(+96.58%) | 2026-06-30 | |
| FERG | FERGUSON ENTERPRISES INC | 6.36% | 1.45M | $344.3M | +0.57%(+8.18K) | $195.70(+26.79%) | 2026-06-30 | |
| GPC | GENUINE PARTS CO | 6.13% | 2.82M | $332.3M | +88.96%(+1.33M) | $120.92(+10.49%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 5.95% | 1.19M | $322.4M | -23.08%(-355.60K) | $233.27(+27.66%) | 2026-06-30 | |
| V | VISA INC | 4.44% | 701.4K | $240.6M | +0.00%(+0) | $326.47(+11.94%) | 2026-06-30 | |
| WCC | WESCO INTL INC | 4.23% | 662.9K | $229.0M | -53.87%(-774.00K) | $168.57(+113.21%) | 2026-06-30 | |
| AON | AON PLC | 4.21% | 687.0K | $227.9M | -10.66%(-82.00K) | $337.83(+5.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.87% | +47.65% | +3.58% | +19.24% |
| Top 20 Holdings Unweighted | +14.17% | +48.83% | +5.50% | +30.72% |
Baupost Group LLC Ma reports $5.42B in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (16.5%), ELV (9.1%) and QSR (9.0%). The top 20 holdings account for 98.3% of reported assets. Its disclosed equity book has returned +47.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baupost Group LLC Ma’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1061768). View Baupost Group LLC Ma’s 13F filings on SEC