📊 Klarman 13F — BAUPOST GROUP LLC/MA: $5M portfolio, 23 positions (Q2 2026)

1. AMZN — $892,310 (16.5%) 2. ELV — $493,140 (9.1%) 3. QSR — $489,612 (9.0%) 4. GOOG — $484,744 (9.0%) 5. FERG — $344,269 (6.4%) 6. GPC — $332,253 (6.1%) 7. UNP — $322,427 (6.0%) 8. V — $240,628 (4.4%) 9. WCC — $228,979 (4.2%) 10. AON PLC — $227,871 (4.2%) 11. TFX — $178,605 (3.3%) 12. NORWEGIAN CRUISE LINE HLDGS — $163,180 (3.0%) 13. MOH — $144,906 (2.7%) 14. CME — $136,694 (2.5%) 15. HERBALIFE LTD — $121,767 (2.2%) 16. EXP — $119,422 (2.2%) 17. GDS — $113,208 (2.1%) 18. COLD — $107,371 (2.0%) 19. LIBERTY GLOBAL LTD — $93,975 (1.7%) 20. AERO — $87,843 (1.6%) … (+3 more)

1. AMZN — $892,310 (16.5%)