Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New JOBY DBX LFG positions
Highlights from 2021 Q3 filing as compared to Q2 2021:
- New positions in: JOBY (~10 mln shares), DBX (~9.29 mln), LFG (~3.5 mln), OB (~0.79 mln)
- Increased positions in: TBPH (to ~13.66 mln shares from ~9.91 mln shares), LSXMK (to ~9.08 mln from ~6.48 mln), LSXMA (to ~4.4 mln from ~3.5 mln), SSNC (to ~3.82 mln from ~3.32 mln), VRNT (to ~3.53 mln from ~3.04 mln)
- Maintained positions in: LBTYK (~53.97 mln shares), DBRG (~22.88 mln shares), VSAT (~16.29 mln shares), ATRA (~8.48 mln shares), FB (~1.55 mln shares), GOOG (~0.29 mln shares), MU (~7.16 mln shares), VRTV (~3.56 mln shares), NXST (~2.05 mln shares)
- Decreased positions in: PCG (to ~7.22 mln shares from ~30.66 mln shares), EBAY (to ~5.98 mln from ~14.89 mln), INTC (to ~19.74 mln from ~21.74 mln), WLTW (to ~1 mln from ~1.89 mln), IFF (to ~1.24 mln from ~2.1 mln), PSTH (to ~9.55 mln from ~10.09 mln), QRVO (to ~5.08 mln from ~5.33 mln)