Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New NUVB WLTW positions, Increased INTC QRVO GB GOOG holdings
Highlights from 2021 Q1 filing as compared to Q4 2020:
- New positions in: NUVB (~8.62 mln shares), AJAX (~5 mln), AVAN (~4 mln), TBA (~4 mln), RTP (~3.5 mln), HZON (~3.5 mln), AGCB (~2.5 mln), WLTW (~2.5 mln), IFF (~2.1 mln)
- Increased positions in: INTC (to ~23.31 mln shares from ~18.19 mln shares), PEAK (to ~4.97 mln from ~4 mln), QRVO (to ~5.22 mln from ~4.44 mln), VRNT (to ~3.04 mln from ~2.29 mln), SSNC (to ~3.81 mln from ~3.31 mln) FB (to ~1.3 mln from ~0.92 mln), GOOG (to ~0.29 mln from ~0.08 mln) MU (to ~5.42 mln from ~5.22 mln),
- Maintained positions in: LBTYK (~54.56 mln shares), PCG (~30.66 mln shares), CLNY (~24.21 mln shares), TBIO (~18.04 mln shares), VSAT (~16.29 mln shares), PSTH (~12.71 mln shares), ADV (~12.5 mln shares), TBPH (~8.74 mln shares)
- Closed positions in: MPC (from ~7.69 mln shares), RBAC (from ~4.95 mln), VIAC (from ~4.7 mln)
- Decreased positions in: FOXA (to ~7.61 mln shares from ~22.19 mln shares), EBAY (to ~18.32 mln from ~31.12 mln), FNF (to ~3.04 mln from ~3.8 mln), ATRA (to ~8.48 mln from ~9.11 mln)