TSLA
Tesla
-- 222.150 NVDA
NVIDIA
-- 106.980 PLTR
Palantir
-- 76.380 AAPL
Apple
-- 227.480 MSTR
Strategy
-- 239.270 
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.
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.
New Stakes:
Stake Disposals:
Stake Increases:
Stake Decreases:
Note: the prices quoted above are adjusted for the one-for-four reverse stock split last August.
Kept Steady:
Note: Klarman's ownership interest in VRTV is ~26%.
The spreadsheet below highlights changes to Klarman's 13F stock holdings in Q1 2023:
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