Seth Klarman - Baupost Group
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 22
Portfolio value: $5,115,380,000
Holding/activity history for Applied Materials (AMAT)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2020 Q4 |
0 |
0.00 |
Sell 100.00%
|
1.49 |
|
|
SEC |
| 2020 Q3 |
2,306,601 |
1.49 |
Buy
|
1.49 |
$59.45 |
$137,127,000 |
SEC |