Tracking Seth Klarman's Baupost Group Holdings - Q1 2023 Update
Seth Klarman’s 13F portfolio value decreased from $6.13B to $5.85B this quarter. Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com. The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.