Baupost Group
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- added−0.74
- new+7.57
Positions
| MUMicron Technology, Inc. | 29.54% | 51,655,434 | $1.2B | held | — | 4 q |
| VSATViasat Inc | 19.02% | 11,395,900 | $787M | added+2% | −0.74 pp | 4 q |
| unresolvedTheravance Inc | 15.49% | 20,705,801 | $641M | added+3% | −4.86 pp | 4 q |
| LNGCheniere Energy Inc | 7.57% | 5,660,000 | $313M | new | +7.57 pp | new |
| unresolvedIdenix Pharmaceuticals Inc | 7.32% | 53,331,109 | $303M | added+44% | +1.07 pp | 4 q |
| BPBP p.l.c. | 3.68% | 3,166,413 | $152M | trimmed−44% | −4.12 pp | 4 q |
| PBFPbf Energy Inc. | 3.38% | 5,416,606 | $140M | added×2.7 | +1.62 pp | 3 q |
| unresolvedKeryx Biopharmaceuticals Inc | 2.60% | 6,310,850 | $108M | new | +2.60 pp | new |
| NGNovaGold Resources Inc. | 1.89% | 21,688,300 | $78M | held | — | 4 q |
| unresolvedChipmos Tech Bermuda Ltd | 1.75% | 3,283,235 | $72M | held | — | 4 q |
| unresolvedCitigroup Inc | 1.62% | 104,246,007 | $67M | held | — | 4 q |
| unresolvedRf Microdevices Inc | 1.25% | 6,585,000 | $52M | new | +1.25 pp | new |
| KINKindred Biosciences, Inc. | 1.24% | 2,763,848 | $51M | trimmed−5% | +0.32 pp | 2 q |
| unresolvedTriquint Semiconductor Inc | 1.24% | 3,825,000 | $51M | new | +1.24 pp | new |
| unresolvedSyneron Medical Ltd | 1.20% | 4,000,000 | $50M | held | — | 4 q |
| unresolvedAlliance One Intl Inc | 0.45% | 6,383,641 | $19M | held | — | 4 q |
| unresolvedAmerican Intl Group Inc | 0.32% | 656,443 | $13M | held | — | 4 q |
| unresolvedNovacopper Inc | 0.16% | 5,005,298 | $7M | held | — | 4 q |
| AVEOAVEO Pharmaceuticals, Inc. | 0.14% | 3,829,350 | $6M | held | — | 4 q |
| ALDWAlon USA Partners, LP | 0.13% | 329,188 | $5M | held | — | 2 q |
| unresolvedFidelity National Financial | — | −1,974,400 | — | exited | −1.82 pp | — |
| ROVIRovi Corporation Com Stk (De) | — | −2,160,000 | — | exited | −1.21 pp | — |
| ENZNEnzon Pharmaceuticals Inc | — | −4,337,858 | — | exited | −0.14 pp | — |