Seth Klarman - Baupost Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $5,115,380,000
Holdings Activity Buys Sells    History
Holding/activity history for  Microsoft Corp. (MSFT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 2.13 SEC
2013   Q1 2,000,000 2.13 $28.61 $57,210,000 SEC
2012   Q4 2,000,000 1.98 Add 42.86% 0.59 $26.71 $53,419,000 SEC
2012   Q3 1,400,000 1.45 Reduce 80.00% 5.01 $29.76 $41,664,000 SEC
2012   Q2 7,000,000 6.26 $30.59 $214,130,000 SEC
2012   Q1 7,000,000 8.72 Reduce 41.67% 4.46 $32.26 $225,785,000 SEC
2011   Q4 12,000,000 10.71 $25.96 $311,520,000 SEC
2011   Q3 12,000,000 11.23 $24.89 $298,680,000 SEC
2011   Q2 12,000,000 15.36 Buy 15.36 $26.00 $312,000,000 SEC