Baupost Group
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MUMicron Technology, Inc. | 30.91% | 51,655,434 | $1.8B | held | — | 6 q |
| LNGCheniere Energy Inc | 15.66% | 11,199,030 | $896M | added+87% | +8.67 pp | 3 q |
| VSATViasat Inc | 11.10% | 11,533,137 | $636M | held | — | 6 q |
| EBAYeBay Inc | 6.03% | 6,096,707 | $345M | added+37% | +2.41 pp | 2 q |
| unresolvedTheravance Inc | 5.92% | 19,815,983 | $339M | trimmed−3% | −3.97 pp | 6 q |
| unresolvedKeryx Biopharmaceuticals Inc | 4.40% | 18,300,000 | $252M | added+74% | +1.76 pp | 3 q |
| OCNOnity Group Inc. | 3.20% | 7,001,700 | $183M | new | +3.20 pp | new |
| PBFPbf Energy Inc. | 3.00% | 7,145,418 | $171M | added+28% | +0.57 pp | 5 q |
| ARAntero Resources Corporation | 2.65% | 2,759,510 | $151M | new | +2.65 pp | new |
| TBPHTheravance Biopharma, Inc. | 2.44% | 6,061,228 | $140M | held | — | 2 q |
| VRTVVeritiv Corporation | 2.07% | 2,362,885 | $118M | new | +2.07 pp | new |
| unresolvedCitigroup Inc | 2.03% | 122,573,007 | $116M | held | — | 6 q |
| unresolvedRf Microdevices Inc | 1.97% | 9,759,185 | $113M | held | — | 3 q |
| unresolvedTriquint Semiconductor Inc | 1.96% | 5,880,696 | $112M | held | — | 3 q |
| unresolvedSunedison Semiconductor Ltd | 1.40% | 4,145,379 | $80M | held | — | 2 q |
| unresolvedChipmos Tech Bermuda Ltd | 1.30% | 3,283,235 | $74M | held | — | 6 q |
| NGNovaGold Resources Inc. | 1.15% | 21,688,300 | $66M | held | — | 6 q |
| KOSKosmos Energy Ltd. | 0.83% | 4,750,000 | $47M | held | — | 2 q |
| unresolvedSyneron Medical Ltd | 0.52% | 2,994,610 | $30M | trimmed−25% | −0.15 pp | 6 q |
| KINKindred Biosciences, Inc. | 0.49% | 3,013,848 | $28M | added+9% | −0.35 pp | 4 q |
| unresolvedAmerican Intl Group Inc | 0.33% | 788,998 | $19M | held | — | 6 q |
| unresolvedAlliance One Intl Inc | 0.22% | 6,383,641 | $13M | held | — | 6 q |
| BYDBoyd Gaming Corporation | 0.17% | 979,476 | $10M | trimmed−65% | −0.38 pp | 2 q |
| ALDWAlon USA Partners, LP | 0.10% | 329,188 | $6M | held | — | 4 q |
| unresolvedNovacopper Inc | 0.10% | 6,005,298 | $6M | added+20% | +0.01 pp | 6 q |
| AVEOAVEO Pharmaceuticals, Inc. | 0.07% | 3,829,350 | $4M | held | — | 6 q |
| unresolvedIdenix Pharmaceuticals Inc | — | −53,331,109 | — | exited | −20.67 pp | — |
Other 13(f) securities
Options
Notes
| Issue | % of notes | Principal | Value |
|---|---|---|---|
| Innoviva Inc | 100.00% | 17,089,000 | $16M |