Baupost Group
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MUMicron Technology, Inc. | 27.72% | 51,655,434 | $1.7B | held | — | 5 q |
| unresolvedIdenix Pharmaceuticals Inc | 20.67% | 53,331,109 | $1.3B | held | — | 5 q |
| VSATViasat Inc | 10.89% | 11,533,137 | $668M | added+1% | −8.13 pp | 5 q |
| unresolvedTheravance Inc | 9.89% | 20,395,056 | $607M | trimmed−2% | −5.60 pp | 5 q |
| LNGCheniere Energy Inc | 6.99% | 5,987,930 | $429M | added+6% | −0.58 pp | 2 q |
| EBAYeBay Inc | 3.62% | 4,436,300 | $222M | new | +3.62 pp | new |
| TBPHTheravance Biopharma, Inc. | 3.15% | 6,061,228 | $193M | new | +3.15 pp | new |
| unresolvedKeryx Biopharmaceuticals Inc | 2.64% | 10,539,986 | $162M | added+67% | +0.04 pp | 2 q |
| PBFPbf Energy Inc. | 2.43% | 5,595,286 | $149M | added+3% | −0.95 pp | 4 q |
| unresolvedRf Microdevices Inc | 1.52% | 9,759,185 | $94M | added+48% | +0.27 pp | 2 q |
| unresolvedTriquint Semiconductor Inc | 1.51% | 5,880,696 | $93M | added+54% | +0.27 pp | 2 q |
| NGNovaGold Resources Inc. | 1.49% | 21,688,300 | $91M | held | — | 5 q |
| unresolvedChipmos Tech Bermuda Ltd | 1.29% | 3,283,235 | $79M | held | — | 5 q |
| unresolvedCitigroup Inc | 1.22% | 122,573,007 | $75M | added+18% | −0.40 pp | 5 q |
| unresolvedSunedison Semiconductor Ltd | 1.14% | 4,145,379 | $70M | new | +1.14 pp | new |
| KOSKosmos Energy Ltd. | 0.87% | 4,750,000 | $53M | new | +0.87 pp | new |
| KINKindred Biosciences, Inc. | 0.84% | 2,763,848 | $52M | held | — | 3 q |
| unresolvedSyneron Medical Ltd | 0.67% | 4,000,000 | $41M | held | — | 5 q |
| BYDBoyd Gaming Corporation | 0.55% | 2,794,630 | $34M | new | +0.55 pp | new |
| unresolvedAmerican Intl Group Inc | 0.34% | 788,998 | $21M | added+20% | +0.02 pp | 5 q |
| unresolvedAlliance One Intl Inc | 0.26% | 6,383,641 | $16M | held | — | 5 q |
| AVEOAVEO Pharmaceuticals, Inc. | 0.11% | 3,829,350 | $7M | held | — | 5 q |
| ALDWAlon USA Partners, LP | 0.10% | 329,188 | $6M | held | — | 3 q |
| unresolvedNovacopper Inc | 0.09% | 5,005,298 | $5M | held | — | 5 q |
| BPBP p.l.c. | — | −3,166,413 | — | exited | −3.68 pp | — |
