Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New SWKS JAZZ STX positions
Highlights from Q1 2023 filing as compared to Q4 2022:
- New positions in: SWKS (~0.7 mln shares), JAZZ (~0.48 mln), STX (~0.14 mln)
- Increased positions in: FIS (to ~4.84 mln shares from ~2.16 mln shares), GOOG (to ~5.85 mln from ~3.99 mln), LSXMK (to ~14.85 mln from ~13.65 mln), ATRA (to ~9.12 mln from ~8.12 mln), FNCH (to ~2.02 mln from ~1.02 mln) ATUS (to ~4.77 mln from ~3.88 mln), LSXMA (to ~8.18 mln from ~7.68 mln) GTN (to ~3.76 mln from ~3.51 mln),
- Maintained positions in: VSAT (~16.29 mln shares), LBTYA (~7.19 mln shares), VRTV (~3.32 mln shares)
- Closed positions in: NUVB (from ~4.81 mln shares), MU (from ~3.29 mln), META (from ~1.73 mln), AMZN (from ~0.99 mln), OB (from ~0.15 mln)
- Decreased positions in: WBD (to ~25.24 mln shares from ~31 mln shares), TUMQ (to ~4.27 mln from ~7.99 mln), DBRG (to ~1.23 mln from ~3.2 mln), FISV (to ~0.53 mln from ~2 mln), QRVO (to ~4.65 mln from ~5.73 mln), TBPH (to ~10.42 mln from ~11.42 mln), SSNC (to ~3.27 mln from ~3.77 mln), WTW (to ~0.86 mln from ~1.28 mln), LAD (to ~0.07 mln from ~0.25 mln)