The Baupost Group

Seth Klarman

$5.3B Portfolio Value
22 Stocks
+0.30% YTD Return
Feb 13, 2026 Last Updated
Portfolio Value Over Time

Current Holdings for The Baupost Group

Stock Click to search
Shares Value % of Portfolio Change Est. Return
QSR|RESTAURANT BRANDS INTL INC
8.1M $551.3M
10.45%
TRIM -2.1% +2.36%
AMZN|AMAZON COM INC
2.1M $489.7M
9.28%
ADD NEW +110.86%
WTW|WILLIS TOWERS WATSON PLC LTD
1.4M $446.1M
8.45%
ADD +24.7% +47.33%
ELV|ELEVANCE HEALTH INC FORMERLY
1.3M $445.0M
8.43%
TRIM -3.8% +6.34%
UNP|UNION PAC CORP
1.6M $376.4M
7.13%
ADD +8.8% +2.65%
WCC|WESCO INTL INC
1.4M $347.1M
6.58%
TRIM -5.6% +63.05%
GOOG|ALPHABET INC
1.1M $341.2M
6.46%
TRIM -41.5% +190.22%
FIS|FIDELITY NATL INFORMATION SV
4.5M $299.3M
5.67%
ADD +18.8% -15.18%
DG|DOLLAR GEN CORP NEW
2.1M $273.9M
5.19%
TRIM -22.6% +29.84%
FERG|FERGUSON ENTERPRISES INC
1.1M $253.1M
4.80%
TRIM -1.6% +24.98%
EXP|EAGLE MATLS INC
1.2M $245.0M
4.64%
ADD +26.1% -5.30%
LBTYA|LIBERTY GLOBAL LTD
20.9M $230.6M
4.37%
TRIM -3.6% +22.77%
GPC|GENUINE PARTS CO
1.5M $182.7M
3.46%
ADD +6.5% +0.50%
FISV|FISERV INC
2.2M $147.8M
2.80%
ADD +145.8% -62.53%
CRH|CRH PLC
1.1M $133.9M
2.54%
TRIM -68.3% +76.76%
HLF|HERBALIFE LTD
9.3M $119.4M
2.26%
ADD +19.3% +53.65%
MOH|MOLINA HEALTHCARE INC
625.0K $108.5M
2.06%
ADD NEW -15.93%
AERO|GRUPO AEROMEXICO SAB DE CV
4.9M $106.6M
2.02%
ADD NEW -3.90%
GDS|GDS HLDGS LTD
3.0M $106.3M
2.01%
TRIM -6.3% +454.03%
COLD|AMERICOLD REALTY TRUST INC
3.5M $44.7M
0.85%
TRIM -3.5% -9.32%
LBTYA|LIBERTY GLOBAL LTD
2.1M $23.2M
0.44%
TRIM -59.0% +22.77%
TBN|TAMBORAN RES CORP
257.2K $7.0M
0.13%
TRIM -54.9% +19.60%

Trading Activity for The Baupost Group

Stock Click to search
Action Change Shares After Value Est. Return
2025-Q4
QSR|RESTAURANT BRANDS INTL INC
SELL -2.09% 8.1M $551M +3.0%
AMZN|AMAZON COM INC
BUY NEW 2.1M $490M
GOOG|ALPHABET INC
SELL -41.49% 1.1M $341M +150.9%
WTW|WILLIS TOWERS WATSON PLC LTD
BUY +24.66% 1.4M $446M
ELV|ELEVANCE HEALTH INC FORMERLY
SELL -3.77% 1.3M $445M -3.5%
CRH|CRH PLC
SELL -68.29% 1.1M $134M +70.5%
UNP|UNION PAC CORP
BUY +8.76% 1.6M $376M
WCC|WESCO INTL INC
SELL -5.61% 1.4M $347M +46.0%
FIS|FIDELITY NATL INFORMATION SV
BUY +18.84% 4.5M $299M
DG|DOLLAR GEN CORP NEW
SELL -22.65% 2.1M $274M -9.2%
FERG|FERGUSON ENTERPRISES INC
SELL -1.60% 1.1M $253M +20.6%
LBTYA|LIBERTY GLOBAL LTD
SELL -3.57% 20.9M $231M +32.2%
EXP|EAGLE MATLS INC
BUY +26.14% 1.2M $245M
GPC|GENUINE PARTS CO
BUY +6.53% 1.5M $183M
FISV|FISERV INC
BUY +145.81% 2.2M $148M
GDS|GDS HLDGS LTD
SELL -6.31% 3.0M $106M +369.6%
HLF|HERBALIFE LTD
BUY +19.33% 9.3M $119M
MOH|MOLINA HEALTHCARE INC
BUY NEW 625.0K $108M
AERO|GRUPO AEROMEXICO SAB DE CV
BUY NEW 4.9M $107M
LBTYA|LIBERTY GLOBAL LTD
SELL -59.02% 2.1M $23M +32.2%
COLD|AMERICOLD REALTY TRUST INC
SELL -3.45% 3.5M $45M -15.6%
PAGS|PAGSEGURO DIGITAL LTD
SELL EXIT +6.4%
HLF|HERBALIFE LTD
SELL EXIT +8.5%
TBN|TAMBORAN RES CORP
SELL -54.94% 257.2K $7M +14.3%
CABO|CABLE ONE INC
SELL EXIT -14.2%
2025-Q3
QSR|RESTAURANT BRANDS INTL INC
BUY +103.80% 8.3M $529M
GOOG|ALPHABET INC
SELL -29.46% 1.9M $453M +77.9%
ELV|ELEVANCE HEALTH INC FORMERLY
BUY +114.12% 1.3M $426M
WCC|WESCO INTL INC
SELL -31.91% 1.5M $318M +22.2%
CRH|CRH PLC
SELL -11.55% 3.4M $406M +59.2%
WTW|WILLIS TOWERS WATSON PLC LTD
SELL -17.13% 1.1M $376M +46.6%
UNP|UNION PAC CORP
BUY NEW 1.5M $354M
FERG|FERGUSON ENTERPRISES INC
BUY +2.08% 1.2M $260M
LBTYA|LIBERTY GLOBAL LTD
SELL -12.17% 21.7M $254M +36.4%
EXP|EAGLE MATLS INC
BUY +38.95% 939.7K $219M
GPC|GENUINE PARTS CO
BUY NEW 1.4M $193M
VSAT|VIASAT INC
SELL EXIT
LBRDA|LIBERTY BROADBAND CORP
SELL EXIT -23.0%
ICLR|ICON PLC
SELL EXIT -11.8%
AMCR|AMCOR PLC
SELL EXIT -4.6%
COLD|AMERICOLD REALTY TRUST INC
BUY NEW 3.6M $44M
CABO|CABLE ONE INC
BUY NEW 14.1M $12M
LBRDA|LIBERTY BROADBAND CORP
SELL EXIT +7.9%
2025-Q2
WTW|WILLIS TOWERS WATSON PLC LTD
SELL -13.86% 1.3M $403M +38.2%
GOOG|ALPHABET INC
BUY +26.76% 2.6M $467M
WCC|WESCO INTL INC
BUY +10.07% 2.2M $409M
CRH|CRH PLC
BUY +41.98% 3.8M $351M
FIS|FIDELITY NATL INFORMATION SV
BUY +8.50% 3.8M $309M
DG|DOLLAR GEN CORP NEW
BUY +26.70% 2.7M $305M
QSR|RESTAURANT BRANDS INTL INC
BUY +4.19% 4.0M $268M
ELV|ELEVANCE HEALTH INC
BUY +150.41% 616.0K $240M
EXP|EAGLE MATLS INC
SELL -25.66% 676.3K $137M -13.5%
FISV|FISERV INC
BUY NEW 895.0K $154M
VSAT|VIASAT INC
SELL -9.81% 9.2M $134M
GDS|GDS HLDGS LTD
SELL -23.53% 3.2M $99M +251.0%
SOLV|SOLVENTUM CORP
SELL EXIT +17.2%
LBRDA|LIBERTY BROADBAND CORP
BUY +337.03% 745.6K $73M
HLF|HERBALIFE LTD
BUY +2.10% 7.8M $67M
AMCR|AMCOR PLC
BUY NEW 5.5M $51M
CLVT|CLARIVATE PLC
SELL EXIT -42.0%
SGI|SOMNIGROUP INTERNATIONAL INC
SELL EXIT +6.5%
PAGS|PAGSEGURO DIGITAL LTD
BUY NEW 2.5M $24M
2025-Q1
WTW|WILLIS TOWERS WATSON PLC LTD
SELL -16.94% 1.5M $516M +45.7%
LBTYA|LIBERTY GLOBAL LTD
SELL -37.50% 24.7M $295M +38.7%
GOOG|ALPHABET INC
BUY +45.72% 2.1M $325M
WCC|WESCO INTL INC
BUY +39.70% 2.0M $311M
FIS|FIDELITY NATL INFORMATION SV
BUY NEW 3.5M $261M
QSR|RESTAURANT BRANDS INTL INC
BUY +33.94% 3.9M $259M
CRH|CRH PLC
BUY +2.01% 2.7M $237M
EXP|EAGLE MATLS INC
BUY +42.53% 909.6K $202M
DG|DOLLAR GEN CORP NEW
BUY +2.14% 2.1M $185M
CLVT|CLARIVATE PLC
SELL -70.29% 10.8M $42M -33.3%
ELV|ELEVANCE HEALTH INC
BUY NEW 246.0K $107M
VSAT|VIASAT INC
SELL -16.62% 10.2M $106M
SNNRF|SUNRISE COMMUNICATIONS AG
SELL EXIT
SOLV|SOLVENTUM CORP
SELL -27.18% 1.1M $80M +19.9%
HUM|HUMANA INC
SELL EXIT +0.3%
ICLR|ICON PLC
BUY NEW 405.0K $71M
LBTYA|LIBERTY GLOBAL LTD
SELL -2.40% 5.1M $58M +38.7%
SGI|SOMNIGROUP INTERNATIONAL INC
BUY NEW 703.3K $42M
GPC|GENUINE PARTS CO
SELL EXIT -2.4%
2024-Q4
LBTYA|LIBERTY GLOBAL LTD
SELL -6.75% 39.5M $518M +42.7%
WTW|WILLIS TOWERS WATSON PLC LTD
BUY +3.12% 1.8M $575M
CLVT|CLARIVATE PLC
SELL -6.81% 36.3M $184M -21.1%
GOOG|ALPHABET INC
SELL -2.70% 1.4M $272M +69.2%
WCC|WESCO INTL INC
BUY +14.12% 1.4M $260M
CRH|CRH PLC
BUY +0.18% 2.6M $244M
FERG|FERGUSON ENTERPRISES INC
BUY NEW 1.1M $196M
DG|DOLLAR GEN CORP NEW
SELL -10.55% 2.1M $156M -34.1%
QSR|RESTAURANT BRANDS INTL INC
BUY NEW 2.9M $189M
EXP|EAGLE MATLS INC
BUY +27.57% 638.2K $157M
LBTYA|LIBERTY GLOBAL LTD
SELL -27.70% 5.2M $66M +42.7%
SOLV|SOLVENTUM CORP
SELL -20.53% 1.4M $96M +13.0%
SNNRF|SUNRISE COMMUNICATIONS AG
BUY NEW 2.3M $101M
HUM|HUMANA INC
BUY NEW 346.0K $88M
FIS|FIDELITY NATL INFORMATION SV
SELL EXIT +28.7%
HLF|HERBALIFE LTD
BUY +48.32% 7.6M $51M
J|JACOBS SOLUTIONS INC
SELL EXIT +26.1%
FTRE|FORTREA HLDGS INC
SELL EXIT -34.7%
GPC|GENUINE PARTS CO
BUY NEW 315.3K $37M
2024-Q3
WTW|WILLIS TOWERS WATSON PLC LTD
BUY +7.78% 1.8M $525M
CRH|CRH PLC
SELL -37.62% 2.6M $245M +31.3%
FIS|FIDELITY NATL INFORMATION SV
SELL -72.32% 971.5K $81M +17.2%
GOOG|ALPHABET INC
BUY +37.02% 1.5M $245M
WCC|WESCO INTL INC
BUY +56.66% 1.3M $211M
DG|DOLLAR GEN CORP NEW
BUY NEW 2.3M $195M
VSAT|VIASAT INC
SELL -11.17% 12.2M $146M
HUM|HUMANA INC
SELL EXIT +3.3%
EXP|EAGLE MATLS INC
BUY +46.24% 500.3K $144M
JAZZ|JAZZ PHARMACEUTICALS PLC
SELL EXIT -15.8%
OUTBRAIN|OUTBRAIN INC
SELL EXIT
WSC|WILLSCOT MOBIL MINI HLDNG CO
SELL EXIT -2.2%
FTRE|FORTREA HLDGS INC
SELL -26.98% 2.3M $46M -20.9%
J|JACOBS SOLUTIONS INC
SELL -29.04% 350.7K $46M +10.5%
TBPH|THERAVANCE BIOPHARMA INC
SELL EXIT
CPRI|CAPRI HOLDINGS LIMITED
SELL EXIT -2.0%
LM0C|LIBERTY MEDIA CORP DEL
SELL EXIT
VRSN|VERISIGN INC
SELL EXIT +0.7%
LSXMK|LIBERTY MEDIA CORP DEL
SELL EXIT
LBRDA|LIBERTY BROADBAND CORP
BUY NEW 170.6K $13M
HLF|HERBALIFE LTD
BUY NEW 17.1M $13M
TBN|TAMBORAN RES CORP
BUY NEW 570.8K $12M
QSR|RESTAURANT BRANDS INTL INC
BUY NEW 28.3K $2M
LBRDA|LIBERTY BROADBAND CORP
BUY NEW 7.6K $581000
2024-Q2
GOOG|ALPHABET INC
SELL -63.84% 1.1M $196M +76.7%
WTW|WILLIS TOWERS WATSON PLC LTD
BUY +6.23% 1.7M $433M
FIS|FIDELITY NATL INFORMATION SV
SELL -37.10% 3.5M $264M +11.8%
CRH|CRH PLC
BUY +55.99% 4.2M $317M
VSAT|VIASAT INC
SELL -8.46% 13.8M $175M
CLVT|CLARIVATE PLC
BUY +27.23% 38.9M $222M
HUM|HUMANA INC
BUY NEW 420.0K $157M
JAZZ|JAZZ PHARMACEUTICALS PLC
BUY +52.84% 1.3M $136M
LM0C|LIBERTY MEDIA CORP DEL
SELL -75.67% 1.1M $23M
WCC|WESCO INTL INC
BUY +290.33% 803.0K $127M
SOLV|SOLVENTUM CORP
BUY NEW 1.8M $96M
WSC|WILLSCOT MOBIL MINI HLDNG CO
BUY NEW 2.5M $93M
LSXMK|LIBERTY MEDIA CORP DEL
SELL -77.59% 600.2K $13M
J|JACOBS SOLUTIONS INC
SELL -2.48% 494.2K $69M +6.7%
EXP|EAGLE MATLS INC
BUY +30.57% 342.1K $74M
FTRE|FORTREA HLDGS INC
BUY +933.70% 3.1M $73M
TBPH|THERAVANCE BIOPHARMA INC
SELL -36.31% 4.2M $36M
HLF|HERBALIFE LTD
BUY +128.27% 5.1M $53M
GDS|GDS HLDGS LTD
BUY +63.46% 4.2M $39M
CPRI|CAPRI HOLDINGS LIMITED
BUY NEW 1.0M $33M
WBD|WARNER BROS DISCOVERY INC
SELL EXIT -49.1%
VRSN|VERISIGN INC
BUY NEW 105.8K $19M
OPTU|ALTICE USA INC
SELL EXIT -53.4%
SOUN|SOUNDHOUND AI INC
SELL EXIT +100.0%
2024-Q1
VSAT|VIASAT INC
SELL -7.07% 15.0M $272M
GOOG|ALPHABET INC
BUY +0.28% 3.0M $450M
LM0C|LIBERTY MEDIA CORP DEL
SELL -70.70% 4.4M $129M
FIS|FIDELITY NATL INFORMATION SV
SELL -12.29% 5.6M $414M -5.0%
WBD|WARNER BROS DISCOVERY INC
SELL -85.28% 3.7M $32M -38.9%
CLVT|CLARIVATE PLC
BUY +19.99% 30.6M $227M
LSXMK|LIBERTY MEDIA CORP DEL
SELL -67.26% 2.7M $80M
CRH|CRH PLC
SELL -19.01% 2.7M $234M +30.7%
OUTBRAIN|OUTBRAIN INC
BUY NEW 118.0M $103M
J|JACOBS SOLUTIONS INC
SELL -30.37% 506.8K $78M +10.2%
TBPH|THERAVANCE BIOPHARMA INC
SELL -11.12% 6.6M $59M
TSEM|TOWER SEMICONDUCTOR LTD
SELL EXIT -0.0%
EXP|EAGLE MATLS INC
BUY NEW 262.0K $71M
LLYVA*|LIBERTY MEDIA CORP DEL
SELL EXIT
SSNC|SS&C TECHNOLOGIES HLDGS INC
SELL EXIT +0.5%
WCC|WESCO INTL INC
BUY NEW 205.7K $35M
GTN|GRAY TELEVISION INC
SELL EXIT -58.0%
GTX|GARRETT MOTION INC
SELL EXIT +18.5%
LLYVK*|LIBERTY MEDIA CORP DEL
SELL EXIT
HLF|HERBALIFE LTD
BUY +33.64% 2.2M $23M
GDS|GDS HLDGS LTD
BUY NEW 2.6M $17M
FTRE|FORTREA HLDGS INC
BUY NEW 303.8K $12M
SOUN|SOUNDHOUND AI INC
BUY NEW 1.1M $6M
FNCH|FINCH THERAPEUTICS GROUP INC
SELL EXIT -74.9%
2023-Q4
LBTYA|LIBERTY GLOBAL LTD
BUY NEW 42.3M $789M
LBTYK|LIBERTY GLOBAL PLC
SELL EXIT -29.7%
VRTVEUR|VERITIV CORP
SELL EXIT
GOOG|ALPHABET INC
SELL -23.02% 2.9M $416M +39.2%
FIS|FIDELITY NATL INFORMATION SV
SELL -8.61% 6.4M $382M -18.9%
CLVT|CLARIVATE PLC
BUY +13.33% 25.5M $236M
LBTYA|LIBERTY GLOBAL LTD
BUY NEW 7.2M $128M
LBTYA|LIBERTY GLOBAL PLC
SELL EXIT -41.0%
SSNC|SS&C TECHNOLOGIES HLDGS INC
SELL -55.25% 1.0M $63M -11.9%
JAZZ|JAZZ PHARMACEUTICALS PLC
BUY +23.75% 833.7K $103M
DG|DOLLAR GEN CORP NEW
SELL EXIT -31.2%
J|JACOBS SOLUTIONS INC
BUY +49.20% 727.8K $94M
QRVO|QORVO INC
SELL EXIT
TSEM|TOWER SEMICONDUCTOR LTD
SELL -4.88% 2.7M $83M -13.8%
COIN|COINBASE GLOBAL INC
SELL EXIT +62.4%
LLYVA*|LIBERTY MEDIA CORP DEL
SELL -4.02% 1.9M $69M
LLYVK*|LIBERTY MEDIA CORP DEL
SELL -62.25% 718.3K $27M
N1UA|NEW ORIENTAL ED & TECHNOLOGY
SELL EXIT
GTX|GARRETT MOTION INC
SELL -49.99% 3.0M $29M -4.7%
STX|SEAGATE TECHNOLOGY HLDNGS PL
SELL EXIT +20.9%
HLF|HERBALIFE LTD
SELL -0.80% 1.7M $26M -18.9%
ADV|ADVANTAGE SOLUTIONS INC
SELL EXIT -72.3%
ATRAGBX|ATARA BIOTHERAPEUTICS INC
SELL EXIT
TMQ|TRILOGY METALS INC NEW
SELL EXIT
2023-Q3
LBTYK|LIBERTY GLOBAL PLC
SELL -5.98% 42.3M $785M -20.8%
VSAT|VIASAT INC
SELL -0.70% 16.2M $299M
GOOG|ALPHABET INC
SELL -7.00% 3.8M $505M +32.9%
LSXMKUSD|LIBERTY MEDIA CORP DEL
SELL EXIT
FIS|FIDELITY NATL INFORMATION SV
BUY +2.73% 7.0M $385M
LM0C|LIBERTY MEDIA CORP DEL
BUY NEW 14.9M $378M
WTW|WILLIS TOWERS WATSON PLC LTD
BUY +72.40% 1.6M $325M
LM03|LIBERTY MEDIA CORP DEL
SELL EXIT
QRVO|QORVO INC
SELL -64.26% 935.6K $89M
SSNC|SS&C TECHNOLOGIES HLDGS INC
SELL -38.22% 2.3M $121M -8.8%
LSXMK|LIBERTY MEDIA CORP DEL
BUY NEW 8.2M $208M
GTX|GARRETT MOTION INC
SELL -77.03% 6.0M $47M -2.3%
CRH|CRH PLC
BUY NEW 3.3M $183M
N1UA|NEW ORIENTAL ED & TECHNOLOGY
SELL -75.16% 1.0M $60M
CLVT|CLARIVATE PLC
BUY NEW 22.5M $151M
AMZN|AMAZON COM INC
SELL EXIT +18.1%
DG|DOLLAR GEN CORP NEW
BUY +283.06% 927.0K $98M
COIN|COINBASE GLOBAL INC
SELL -14.97% 93.8M $71M +41.9%
TSEM|TOWER SEMICONDUCTOR LTD
BUY NEW 2.9M $70M
J|JACOBS SOLUTIONS INC
BUY NEW 487.8K $67M
LLYVA*|LIBERTY MEDIA CORP DEL
BUY NEW 2.0M $63M
LLYVK*|LIBERTY MEDIA CORP DEL
BUY NEW 1.9M $61M
UNP|UNION PAC CORP
SELL EXIT +8.5%
HLF|HERBALIFE LTD
SELL -13.35% 1.7M $24M -12.8%
ADV|ADVANTAGE SOLUTIONS INC
SELL -42.22% 6.2M $17M -73.5%
CRH|CRH PLC
SELL EXIT +15.8%
TMQ|TRILOGY METALS INC NEW
SELL -31.63% 2.3M $1M
2023-Q2
LBTYK|LIBERTY GLOBAL PLC
SELL -5.26% 45.0M $800M -25.7%
GOOG|ALPHABET INC
SELL -29.60% 4.1M $498M +21.2%
QRVO|QORVO INC
SELL -43.70% 2.6M $267M
FIS|FIDELITY NATL INFORMATION SV
BUY +39.93% 6.8M $371M
GTX|GARRETT MOTION INC
SELL EXIT +10.3%
SSNC|SS&C TECHNOLOGIES HLDGS INC
BUY +13.62% 3.7M $225M
WTW|WILLIS TOWERS WATSON PLC LTD
BUY +5.09% 902.4K $213M
N1UA|NEW ORIENTAL ED & TECHNOLOGY
SELL -23.99% 4.1M $163M
GTX|GARRETT MOTION INC
BUY +629.25% 26.1M $197M
AMZN|AMAZON COM INC
BUY NEW 963.9K $126M
TBPH|THERAVANCE BIOPHARMA INC
SELL -28.79% 7.4M $77M
JAZZ|JAZZ PHARMACEUTICALS PLC
BUY +40.74% 673.7K $84M
COIN|COINBASE GLOBAL INC
BUY +143.65% 110.2M $83M
SWKS|SKYWORKS SOLUTIONS INC
SELL EXIT -6.2%
FISV|FISERV INC
SELL EXIT +15.2%
DG|DOLLAR GEN CORP NEW
BUY NEW 242.0K $41M
STX|SEAGATE TECHNOLOGY HLDNGS PL
BUY +340.93% 600.0K $37M
UNP|UNION PAC CORP
BUY NEW 175.0K $36M
ATRAGBX|ATARA BIOTHERAPEUTICS INC
BUY +7.12% 9.8M $16M
ADV|ADVANTAGE SOLUTIONS INC
SELL -3.18% 10.7M $25M -83.2%
LAD|LITHIA MTRS INC
SELL EXIT -15.3%
DBRG|DIGITALBRIDGE GROUP INC
SELL EXIT -41.4%
CRH|CRH PLC
BUY NEW 56.5K $3M
TMQ|TRILOGY METALS INC NEW
SELL -20.24% 3.4M $2M
FNCH|FINCH THERAPEUTICS GROUP INC
SELL EXIT -96.0%
FNCH|FINCH THERAPEUTICS GROUP INC
BUY NEW 67.3K $574000
HORIZON ACQUISITION CORPORAT
SELL EXIT
2023-Q1
GOOG|ALPHABET INC
BUY +46.50% 5.9M $609M
LSXMKUSD|LIBERTY MEDIA CORP DEL
BUY +8.79% 14.9M $416M
QRVO|QORVO INC
SELL -18.88% 4.6M $472M
WBD|WARNER BROS DISCOVERY INC
SELL -18.60% 25.2M $381M -9.0%
WTW|WILLIS TOWERS WATSON PLC LTD
SELL -32.96% 858.7K $200M +9.2%
LM03|LIBERTY MEDIA CORP DEL
BUY +6.51% 8.2M $230M
FIS|FIDELITY NATL INFORMATION SV
BUY +124.67% 4.8M $263M
N1UA|NEW ORIENTAL ED & TECHNOLOGY
SELL -6.47% 5.4M $209M
META|META PLATFORMS INC
SELL EXIT -14.3%
FISV|FISERV INC
SELL -73.36% 533.4K $60M +8.1%
SSNC|SS&C TECHNOLOGIES HLDGS INC
SELL -13.21% 3.3M $185M -6.9%
MU|MICRON TECHNOLOGY INC
SELL EXIT -1.1%
TBPH|THERAVANCE BIOPHARMA INC
SELL -8.76% 10.4M $113M
AMZN|AMAZON COM INC
SELL EXIT -6.6%
SWKS|SKYWORKS SOLUTIONS INC
BUY NEW 703.9K $83M
JAZZ|JAZZ PHARMACEUTICALS PLC
BUY NEW 478.7K $70M
LAD|LITHIA MTRS INC
SELL -73.98% 65.0K $15M -9.4%
GTN|GRAY TELEVISION INC
BUY +7.12% 3.8M $33M
DBRG|DIGITALBRIDGE GROUP INC
SELL -61.46% 1.2M $15M -40.3%
HLF|HERBALIFE NUTRITION LTD
SELL -2.29% 2.0M $31M +0.5%
COIN|COINBASE GLOBAL INC
BUY +79.21% 45.2M $29M
ATRAGBX|ATARA BIOTHERAPEUTICS INC
BUY +12.31% 9.1M $26M
OPTU|ALTICE USA INC
BUY +23.05% 4.8M $16M
NUVB|NUVATION BIO INC
SELL EXIT -79.2%
STX|SEAGATE TECHNOLOGY HLDNGS PL
BUY NEW 136.1K $9M
RDFN|REDFIN CORP
SELL EXIT
TMQ|TRILOGY METALS INC NEW
SELL -46.54% 4.3M $2M
FNCH|FINCH THERAPEUTICS GROUP INC
BUY +98.13% 2.0M $793000
TEAD|OUTBRAIN INC
SELL EXIT -74.0%
2022-Q4
LBTYK|LIBERTY GLOBAL PLC
SELL -0.72% 47.5M $923M -21.5%
QRVO|QORVO INC
SELL -15.41% 5.7M $520M
LSXMKUSD|LIBERTY MEDIA CORP DEL
SELL -0.92% 13.7M $534M
VRTVEUR|VERITIV CORP
SELL -3.27% 3.3M $405M
GOOG|ALPHABET INC
BUY +190.22% 4.0M $354M
WBD|WARNER BROS DISCOVERY INC
BUY +6.90% 31.0M $294M
FISV|FISERV INC
SELL -43.31% 2.0M $202M -2.7%
WTW|WILLIS TOWERS WATSON PLC LTD
SELL -0.35% 1.3M $313M +5.3%
META|META PLATFORMS INC
BUY +150.83% 1.7M $208M
N1UA|NEW ORIENTAL ED & TECHNOLOGY
SELL -24.61% 5.8M $202M
DBX|DROPBOX INC
SELL EXIT -24.5%
FIS|FIDELITY NATL INFORMATION SV
BUY +250.41% 2.2M $146M
TBPH|THERAVANCE BIOPHARMA INC
SELL -14.90% 11.4M $128M
EHC|ENCOMPASS HEALTH CORP
SELL EXIT +7.6%
AMZN|AMAZON COM INC
BUY +299.19% 990.0K $83M
LFG1USD|ARCHAEA ENERGY INC
SELL EXIT
GTN|GRAY TELEVISION INC
BUY +7.67% 3.5M $39M
DBRG|DIGITALBRIDGE GROUP INC
SELL -2.68% 3.2M $35M -36.1%
LIBERTY MEDIA ACQUISITION CO
SELL EXIT
HLF|HERBALIFE NUTRITION LTD
BUY NEW 2.0M $30M
ADV|ADVANTAGE SOLUTIONS INC
SELL -7.09% 11.0M $22M -75.5%
NUVB|NUVATION BIO INC
SELL -53.85% 4.8M $9M -79.9%
OPTU|ALTICE USA INC
BUY NEW 3.9M $18M
COIN|COINBASE GLOBAL INC
BUY NEW 25.2M $14M
EHAB|ENHABIT INC
SELL EXIT -16.1%
TMQ|TRILOGY METALS INC NEW
SELL -19.23% 8.0M $4M
CGEM|CULLINAN ONCOLOGY INC
SELL EXIT -68.9%
RDFN|REDFIN CORP
BUY NEW 8.5M $5M
TEAD|OUTBRAIN INC
SELL -80.65% 153.2K $555000 -76.8%
FNCH|FINCH THERAPEUTICS GROUP INC
SELL -9.27% 1.0M $489000 -93.6%
ZGN|ERMENEGILDO ZEGNA N V
SELL EXIT -6.1%
EVTL|VERTICAL AEROSPACE LTD
SELL EXIT -61.1%
JOBY|JOBY AVIATION INC
SELL EXIT -58.6%
AUROW|AURORA INNOVATION INC
SELL EXIT
HORIZON ACQUISITION CORPORAT
SELL EXIT
CAZOO GROUP LTD
SELL EXIT
AVANTI ACQUISITION CORP
SELL EXIT
SVF INVESTMENT CORP
SELL EXIT
HIPO|HIPPO HLDGS INC
SELL EXIT -90.4%
LIBERTY MEDIA ACQUISITION CO
SELL EXIT
HORIZON ACQUISITION CORPORAT
BUY NEW 2
2022-Q3
LBTYK|LIBERTY GLOBAL PLC
SELL -1.18% 47.9M $790M -10.5%
QRVO|QORVO INC
SELL -2.74% 6.8M $538M
LSXMKUSD|LIBERTY MEDIA CORP DEL
BUY +4.02% 13.8M $520M
VRTVEUR|VERITIV CORP
SELL -3.58% 3.4M $336M
GOOG|ALPHABET INC
BUY +715.26% 1.4M $132M
WBD|WARNER BROS DISCOVERY INC
BUY +61.11% 29.0M $334M
INTC|INTEL CORP
SELL EXIT -30.7%
LM03|LIBERTY MEDIA CORP DEL
BUY +4.82% 7.7M $292M
WTW|WILLIS TOWERS WATSON PLC LTD
BUY +38.67% 1.3M $258M
N1UA|NEW ORIENTAL ED & TECHNOLOGY
SELL -3.93% 7.7M $184M
SSNC|SS&C TECHNOLOGIES HLDGS INC
BUY +27.34% 3.8M $180M
MU|MICRON TECHNOLOGY INC
BUY +20.10% 3.3M $165M
CLNSEUR|DIGITALBRIDGE GROUP INC
SELL EXIT
AMZN|AMAZON COM INC
SELL -58.53% 248.0K $28M +8.8%
LAD|LITHIA MTRS INC
BUY NEW 250.0K $54M
GTN|GRAY TELEVISION INC
BUY +44.25% 3.3M $47M
FIS|FIDELITY NATL INFORMATION SV
BUY NEW 615.0K $46M
NXST|NEXSTAR MEDIA GROUP INC
SELL EXIT +104.9%
DBRG|DIGITALBRIDGE GROUP INC
BUY NEW 3.3M $41M
TBPH|THERAVANCE BIOPHARMA INC
SELL EXIT
CGEM|CULLINAN ONCOLOGY INC
SELL -72.02% 429.6K $6M -66.2%
GRAB|GRAB HOLDINGS LIMITED
SELL EXIT -72.0%
IS|IRONSOURCE LTD
SELL EXIT
BRBR|BELLRING BRANDS INC
SELL EXIT -3.2%
VTY|VERINT SYS INC
SELL EXIT
TMQ|TRILOGY METALS INC NEW
SELL -5.92% 9.9M $6M
EHAB|ENHABIT INC
BUY NEW 437.3K $6M
NE|NOBLE CORP NEW
SELL EXIT +21.2%
PSTH|PERSHING SQUARE TONTINE HLDG
SELL EXIT
RBALL|REDBALL ACQUISITION CORP
SELL EXIT
2022-Q2
LBTYK|LIBERTY GLOBAL PLC
SELL -10.29% 48.4M $1.1B -0.1%
QRVO|QORVO INC
BUY +4.84% 7.0M $657M
INTC|INTEL CORP
SELL -47.42% 8.7M $326M -14.6%
GOOG|ALPHABET INC
SELL -30.78% 168.8K $369M +35.4%
LSXMKUSD|LIBERTY MEDIA CORP DEL
BUY +18.67% 13.2M $478M
FISV|FISERV INC
SELL -11.43% 3.5M $314M -4.7%
WTW|WILLIS TOWERS WATSON PLC LTD
SELL -24.70% 927.0K $183M -6.6%
SSNC|SS&C TECHNOLOGIES HLDGS INC
SELL -21.36% 3.0M $172M +1.5%
LM03|LIBERTY MEDIA CORP DEL
BUY +30.34% 7.3M $264M
DBX|DROPBOX INC
SELL -26.03% 7.8M $164M -26.1%
MU|MICRON TECHNOLOGY INC
SELL -12.05% 2.7M $151M +19.2%
WBD|WARNER BROS DISCOVERY INC
BUY NEW 18.0M $242M
NXST|NEXSTAR MEDIA GROUP INC
SELL -75.79% 277.8K $45M +83.1%
META|META PLATFORMS INC
SELL -28.98% 688.9K $111M -17.0%
EHC|ENCOMPASS HEALTH CORP
SELL -1.67% 3.0M $165M -0.9%
LBTYA|LIBERTY GLOBAL PLC
SELL -6.05% 7.2M $151M -14.7%
N1UA|NEW ORIENTAL ED & TECHNOLOGY
BUY NEW 8.0M $163M
CLNSEUR|DIGITALBRIDGE GROUP INC
SELL -28.35% 13.2M $64M
TBPH|THERAVANCE BIOPHARMA INC
SELL -1.64% 13.4M $122M
VTY|VERINT SYS INC
SELL -90.96% 199.5K $8M
ADV|ADVANTAGE SOLUTIONS INC
SELL -1.65% 11.8M $44M -55.4%
LFG1USD|ARCHAEA ENERGY INC
SELL -6.13% 2.9M $44M
AMZN|AMAZON COM INC
BUY NEW 598.0K $64M
NUVB|NUVATION BIO INC
SELL -0.24% 10.4M $34M -58.2%
AVANTI ACQUISITION CORP
SELL EXIT
GTN|GRAY TELEVISION INC
BUY +75.07% 2.3M $38M
IS|IRONSOURCE LTD
SELL -26.24% 5.9M $14M
TBPH|THERAVANCE BIOPHARMA INC
SELL -6.32% 28.1M $26M
POST|POST HOLDINGS PARTNERING COR
SELL EXIT +11.3%
ALTIMETER GROWTH CORP 2
SELL EXIT
DRAGONEER GROWTH OPT CORP II
SELL EXIT
JOBY|JOBY AVIATION INC
SELL EXIT -47.1%
TMQ|TRILOGY METALS INC NEW
SELL -5.49% 10.5M $8M
SVF INVESTMENT CORP
SELL EXIT
NE|NOBLE CORP NEW
SELL -36.41% 66.7K $2M +35.4%
JOBY|JOBY AVIATION INC
SELL -0.75% 861.4K $935000 -47.1%
2022-Q1
QRVO|QORVO INC
BUY +11.77% 6.6M $825M
INTC|INTEL CORP
SELL -8.01% 16.6M $822M -5.2%
GOOG|ALPHABET INC
BUY +6.86% 243.9K $681M
LSXMKUSD|LIBERTY MEDIA CORP DEL
BUY +6.20% 11.2M $510M
FISV|FISERV INC
BUY +30.77% 4.0M $404M
META|META PLATFORMS INC
SELL -1.48% 969.9K $216M -5.2%
SSNC|SS&C TECHNOLOGIES HLDGS INC
SELL -1.30% 3.8M $283M +23.3%
MU|MICRON TECHNOLOGY INC
SELL -4.29% 3.1M $242M +43.0%
WTW|WILLIS TOWERS WATSON PLC LTD
SELL -1.52% 1.2M $291M +2.5%
NXST|NEXSTAR MEDIA GROUP INC
SELL -32.97% 1.1M $216M +90.2%
LM03|LIBERTY MEDIA CORP DEL
BUY +12.96% 5.6M $257M
DBX|DROPBOX INC
BUY +30.59% 10.6M $246M
EHC|ENCOMPASS HEALTH CORP
BUY +318.94% 3.0M $213M
VTY|VERINT SYS INC
SELL -41.21% 2.2M $114M
CLNSEUR|DIGITALBRIDGE GROUP INC
SELL -19.72% 18.4M $132M
PERSHING SQUARE TONTINE HLDG
SELL EXIT
TBPH|THERAVANCE BIOPHARMA INC
SELL -0.12% 13.6M $130M
GEN|NORTONLIFELOCK INC
SELL EXIT +7.8%
ATRAGBX|ATARA BIOTHERAPEUTICS INC
SELL -4.17% 8.1M $75M
ADV|ADVANTAGE SOLUTIONS INC
SELL -1.27% 12.0M $74M -29.0%
NUVB|NUVATION BIO INC
BUY +21.11% 10.4M $55M
JOBY|JOBY AVIATION INC
SELL -79.55% 2.0M $13M -50.6%
LFG1USD|ARCHAEA ENERGY INC
SELL -10.81% 3.1M $65M
GRAB|GRAB HOLDINGS LIMITED
SELL -4.64% 6.1M $20M -47.6%
IS|IRONSOURCE LTD
BUY +98.42% 7.9M $38M
LIBERTY MEDIA ACQUISITION CO
SELL -1.36% 3.2M $31M
GTN|GRAY TELEVISION INC
BUY NEW 1.3M $28M
POST|POST HOLDINGS PARTNERING COR
BUY NEW 378.3K $26M
ALTIMETER GROWTH CORP 2
SELL -1.07% 2.5M $24M
DRAGONEER GROWTH OPT CORP II
SELL -1.79% 2.0M $19M
TMQ|TRILOGY METALS INC NEW
SELL -4.98% 11.1M $12M
FNCH|FINCH THERAPEUTICS GROUP INC
SELL -0.81% 1.1M $6M -48.0%
BRBR|BELLRING BRANDS INC
BUY NEW 479.6K $11M
SVF INVESTMENT CORP
SELL -1.07% 989.3K $10M
PSTH|PERSHING SQUARE TONTINE HLDG
SELL -2.35% 1.9M $2M
AUROW|AURORA INNOVATION INC
SELL -1.79% 736.5K $1M
RBALL|REDBALL ACQUISITION CORP
SELL -0.84% 1.6M $1M
ZGN|ERMENEGILDO ZEGNA N V
SELL -0.26% 698.2K $2M -13.8%
JOBY|JOBY AVIATION INC
SELL -0.81% 867.9K $1M -50.6%
EVTL|VERTICAL AEROSPACE LTD
SELL -1.52% 1.5M $1M -25.5%
LIBERTY MEDIA ACQUISITION CO
SELL -1.36% 631.3K $423000
SVF INVESTMENT CORP
SELL -1.07% 197.9K $111000
HIPO|HIPPO HLDGS INC
SELL -0.26% 199.5K $68000 -66.9%
2021-Q4
INTC|INTEL CORP
SELL -8.65% 18.0M $929M -0.8%
QRVO|QORVO INC
BUY +16.94% 5.9M $930M
GOOG|ALPHABET INC
SELL -21.55% 228.2K $660M +74.0%
LSXMKUSD|LIBERTY MEDIA CORP DEL
BUY +15.69% 10.5M $534M
META|META PLATFORMS INC
SELL -36.36% 984.5K $331M +42.3%
MU|MICRON TECHNOLOGY INC
SELL -54.62% 3.3M $303M +30.5%
EBA|EBAY INC.
SELL EXIT
FISV|FISERV INC
BUY NEW 3.0M $317M
NXST|NEXSTAR MEDIA GROUP INC
SELL -16.32% 1.7M $258M +65.2%
WTW|WILLIS TOWERS WATSON PLC LTD
BUY +25.00% 1.2M $297M
DBX|DROPBOX INC
SELL -12.84% 8.1M $199M -14.1%
LM03|LIBERTY MEDIA CORP DEL
BUY +13.07% 5.0M $253M
SJR/BEUR|SHAW COMMUNICATIONS INC
SELL EXIT
GTX|GARRETT MOTION INC
BUY NEW 25.5M $214M
VTY|VERINT SYS INC
BUY +6.42% 3.8M $197M
IFF|INTERNATIONAL FLAVORS&FRAGRA
SELL EXIT +9.8%
GEN|NORTONLIFELOCK INC
BUY NEW 5.8M $150M
JOBY|JOBY AVIATION INC
SELL -3.79% 9.6M $70M -12.8%
IS|IRONSOURCE LTD
SELL -50.00% 4.0M $31M
PCG|PG&E CORP
SELL EXIT -47.8%
EHC|ENCOMPASS HEALTH CORP
BUY NEW 716.1K $47M
GRAB|GRAB HOLDINGS LIMITED
BUY NEW 6.4M $43M
CGEM|CULLINAN ONCOLOGY INC
SELL -16.34% 1.5M $23M -47.2%
HORIZON ACQUISITION CORPORAT
SELL EXIT
BROADSTONE ACQUISITION CORP
SELL EXIT
TMQ|TRILOGY METALS INC NEW
SELL -3.89% 11.7M $19M
INVESTINDUSTRIAL ACQUISITION
SELL EXIT
FNCH|FINCH THERAPEUTICS GROUP INC
SELL -6.28% 1.1M $11M -21.9%
DRAGONEER GROWTH OPPTY CORP
SELL EXIT
AUROW|AURORA INNOVATION INC
BUY NEW 750.0K $2M
BROADSTONE ACQUISITION CORP
SELL EXIT
ZGN|ERMENEGILDO ZEGNA N V
BUY NEW 700.0K $1M
REINVENT TECHNOLOGY PARTNERS
SELL EXIT
EVTL|VERTICAL AEROSPACE LTD
BUY NEW 1.5M $1M
INVESTINDUSTRIAL ACQUISITION
SELL EXIT
2021-Q3
INTC|INTEL CORP
SELL -9.20% 19.7M $1.1B +5.7%
EBA|EBAY INC.
SELL -59.82% 6.0M $417M
QRVO|QORVO INC
SELL -4.69% 5.1M $850M
TBIO|TRANSLATE BIO INC
SELL EXIT
WTW|WILLIS TOWERS WATSON PLC LTD
SELL -47.13% 1.0M $232M +0.6%
LSXMKUSD|LIBERTY MEDIA CORP DEL
BUY +40.09% 9.1M $431M
IFF|INTERNATIONAL FLAVORS&FRAGRA
SELL -40.83% 1.2M $166M +12.1%
PCG|PG&E CORP
SELL -76.46% 7.2M $69M -59.4%
DBX|DROPBOX INC
BUY NEW 9.3M $271M
SSNC|SS&C TECHNOLOGIES HLDGS INC
BUY +15.07% 3.8M $265M
PERSHING SQUARE TONTINE HLDG
SELL -5.35% 9.6M $188M
LM03|LIBERTY MEDIA CORP DEL
BUY +25.71% 4.4M $208M
VTY|VERINT SYS INC
BUY +16.08% 3.5M $158M
TBPH|THERAVANCE BIOPHARMA INC
BUY +37.84% 13.7M $101M
JOBY|JOBY AVIATION INC
BUY NEW 10.0M $96M
REINVENT|REINVENT TECHNOLOGY PARTNERS
SELL EXIT
LFG1USD|ARCHAEA ENERGY INC
BUY NEW 3.5M $59M
AJAX I
SELL EXIT
RSVP|REINVENT TECHNOLOGY PARTNERS
SELL EXIT
TEAD|OUTBRAIN INC
BUY NEW 792.0K $12M
REINVENT TECHNOLOGY PARTNERS
SELL EXIT
BEAUTY|THE BEAUTY HEALTH COMPANY
SELL EXIT
AJAX I
SELL EXIT
JOBY|JOBY AVIATION INC
BUY NEW 875.0K $2M
CAZOO GROUP LTD
BUY NEW 1.2M $2M
REINVENT TECHNOLOGY PARTNERS
SELL EXIT
REINVENT TECHNOLOGY PARTNERS
SELL EXIT
HIPO|HIPPO HLDGS INC
BUY NEW 200.0K $184000
2021-Q2
INTC|INTEL CORP
SELL -6.70% 21.7M $1.2B +12.2%
LBTYK|LIBERTY GLOBAL PLC
SELL -1.07% 54.0M $1.5B +10.9%
EBA|EBAY INC.
SELL -18.74% 14.9M $1.0B
QRVO|QORVO INC
BUY +2.11% 5.3M $1.0B
MU|MICRON TECHNOLOGY INC
BUY +32.08% 7.2M $609M
WTW|WILLIS TOWERS WATSON PLC LTD
SELL -24.34% 1.9M $435M +14.8%
META|FACEBOOK INC
BUY +19.28% 1.5M $538M
PERSHING SQUARE TONTINE HLDG
SELL -20.60% 10.1M $230M
NXST|NEXSTAR MEDIA GROUP INC
SELL -1.87% 2.0M $303M +59.9%
FOXA|FOX CORP
SELL EXIT -3.0%
SSNC|SS&C TECHNOLOGIES HLDGS INC
SELL -12.87% 3.3M $239M +19.3%
SJR/BEUR|SHAW COMMUNICATIONS INC
BUY NEW 7.5M $218M
FOXA|FOX CORP
SELL EXIT -3.0%
CLNSEUR|DIGITALBRIDGE GROUP INC
BUY NEW 22.9M $181M
TBPH|THERAVANCE BIOPHARMA INC
BUY +13.45% 9.9M $144M
DOC|HEALTHPEAK PROPERTIES INC
SELL EXIT +20.0%
CLNSEUR|COLONY CAP INC NEW
SELL EXIT
ADV|ADVANTAGE SOLUTIONS INC
SELL -2.44% 12.2M $130M +23.9%
FNF|FIDELITY NATIONAL FINANCIAL
SELL EXIT +32.8%
IS|IRONSOURCE LTD
BUY NEW 8.0M $80M
REINVENT TECHNOLOGY PARTNERS
SELL EXIT
REINVENT|REINVENT TECHNOLOGY PARTNERS
BUY NEW 6.0M $59M
AJAX I
SELL -15.52% 4.2M $42M
THOMA BRAVO ADVANTAGE
SELL EXIT
GTX|GARRETT MOTION INC
BUY NEW 3.6M $29M
BEAUTY|THE BEAUTY HEALTH COMPANY
BUY NEW 899.0K $6M
VESPER HEALTHCARE ACQSTN COR
SELL EXIT
NE|NOBLE CORP NEW
BUY NEW 104.9K $2M
REINVENT TECHNOLOGY PARTNERS
BUY NEW 750.0K $1M
2021-Q1
EBA|EBAY INC.
SELL -41.11% 18.3M $1.1B
INTC|INTEL CORP
BUY +28.15% 23.3M $1.5B
QRVO|QORVO INC
BUY +17.67% 5.2M $955M
FOXA|FOX CORP
SELL -65.70% 7.6M $275M -15.0%
GOOG|ALPHABET INC
BUY +265.58% 290.9K $602M
WTW|WILLIS TOWERS WATSON PLC LTD
BUY NEW 2.5M $572M
MU|MICRON TECHNOLOGY INC
BUY +3.86% 5.4M $478M
META|FACEBOOK INC
BUY +40.98% 1.3M $382M
MPC|MARATHON PETE CORP
SELL EXIT +36.4%
IFF|INTERNATIONAL FLAVORS&FRAGRA
BUY NEW 2.1M $293M
SSNC|SS&C TECHNOLOGIES HLDGS INC
BUY +15.16% 3.8M $266M
ATRAGBX|ATARA BIOTHERAPEUTICS INC
SELL -6.93% 8.5M $122M
0VVB|VIACOMCBS INC
SELL EXIT
DOC|HEALTHPEAK PROPERTIES INC
BUY +24.17% 5.0M $158M
VTY|VERINT SYS INC
BUY +32.74% 3.0M $138M
FNF|FIDELITY NATIONAL FINANCIAL
SELL -20.08% 3.0M $123M +14.0%
NUVB|NUVATION BIO INC
BUY NEW 8.6M $82M
CGEM|CULLINAN ONCOLOGY INC
BUY NEW 1.8M $72M
AJAX I
SELL EXIT
REINVENT TECHNOLOGY PARTNERS
BUY NEW 6.0M $60M
REDBALL ACQUISITION CORP
SELL EXIT
AJAX I
BUY NEW 5.0M $51M
VESPER HEALTHCARE ACQSTN COR
SELL EXIT
AVANTI ACQUISITION CORP
SELL EXIT
REINVENT TECHNOLOGY PARTNERS
SELL EXIT
THOMA BRAVO ADVANTAGE
BUY NEW 4.0M $42M
AVANTI ACQUISITION CORP
BUY NEW 4.0M $39M
HORIZON ACQUISITION CORPORAT
SELL EXIT
HORIZON ACQUISITION CORPORAT
BUY NEW 3.5M $36M
RSVP|REINVENT TECHNOLOGY PARTNERS
BUY NEW 3.5M $36M
LIBERTY MEDIA ACQUISITION CO
BUY NEW 3.2M $32M
BROADSTONE ACQUISITION CORP
SELL EXIT
BROADSTONE ACQUISITION CORP
BUY NEW 3.0M $29M
ALTIMETER GROWTH CORP 2
BUY NEW 2.5M $26M
INVESTINDUSTRIAL ACQUISITION
SELL EXIT
INVESTINDUSTRIAL ACQUISITION
BUY NEW 2.1M $20M
DRAGONEER GROWTH OPT CORP II
BUY NEW 2.0M $20M
RADIGUSD|RADIUS GLOBAL INFRASTRCTRE I
SELL EXIT
FNCH|FINCH THERAPEUTICS GROUP INC
BUY NEW 1.2M $19M
REINVENT TECHNOLOGY PARTNERS
SELL EXIT
SVF INVESTMENT CORP
BUY NEW 1.0M $10M
REINVENT TECHNOLOGY PARTNERS
BUY NEW 1.0M $10M
VIST|VISTA OIL & GAS SAB DE CV
SELL EXIT -52.0%
HORIZON ACQUISITION CORPORAT
BUY NEW 1.2M $2M
AJAX I
BUY NEW 1.2M $2M
AVANTI ACQUISITION CORP
BUY NEW 2.0M $2M
LIBERTY MEDIA ACQUISITION CO
BUY NEW 640.0K $2M
REINVENT TECHNOLOGY PARTNERS
BUY NEW 875.0K $2M
BROADSTONE ACQUISITION CORP
BUY NEW 1.5M $1M
INVESTINDUSTRIAL ACQUISITION
BUY NEW 700.0K $574000
SVF INVESTMENT CORP
BUY NEW 200.0K $414000
REINVENT TECHNOLOGY PARTNERS
BUY NEW 200.0K $316000
2020-Q4
EBA|EBAY INC.
BUY +3.32% 31.1M $1.6B
INTC|INTEL CORP
BUY NEW 18.2M $906M
FOXA|FOX CORP
SELL -17.74% 22.2M $646M -27.5%
QRVO|QORVO INC
BUY +49.86% 4.4M $738M
0VVB|VIACOMCBS INC
SELL -75.05% 4.7M $175M
PERSHING SQUARE TONTINE HLDG
SELL -27.38% 12.7M $352M
MPC|MARATHON PETE CORP
BUY NEW 7.7M $318M
LSXMKUSD|LIBERTY MEDIA CORP DEL
BUY +11.51% 6.5M $282M
HDSUSD|HD SUPPLY HLDGS INC
SELL EXIT
7HP|HP INC
SELL EXIT
META|FACEBOOK INC
BUY +63.41% 920.0K $251M
MCK|MCKESSON CORP
SELL EXIT
SSNC|SS&C TECHNOLOGIES HLDGS INC
BUY +9.16% 3.3M $240M
GOOG|ALPHABET INC
SELL -48.52% 79.6K $139M +22.6%
ATRAGBX|ATARA BIOTHERAPEUTICS INC
SELL -8.19% 9.1M $179M
ADV|ADVANTAGE SOLUTIONS INC
BUY NEW 12.5M $161M
LM03|LIBERTY MEDIA CORP DEL
BUY +19.74% 3.5M $151M
FNF|FIDELITY NATIONAL FINANCIAL
BUY NEW 3.8M $149M
AMAT|APPLIED MATLS INC
SELL EXIT +16.4%
DOC|HEALTHPEAK PROPERTIES INC
BUY +0.01% 4.0M $121M
CLNSEUR|COLONY CAP INC NEW
BUY +7.03% 24.2M $116M
HWM|HOWMET AEROSPACE INC
SELL EXIT +35.8%
AJAX I
BUY NEW 5.0M $62M
REDBALL ACQUISITION CORP
BUY NEW 5.0M $54M
REDBALL ACQUISITION CORP
SELL EXIT
VESPER HEALTHCARE ACQSTN COR
BUY NEW 4.0M $45M
AVANTI ACQUISITION CORP
BUY NEW 4.0M $43M
VESPER HEALTHCARE ACQSTN COR
SELL EXIT
HORIZON ACQUISITION CORPORAT
BUY NEW 3.5M $38M
INVESTINDUSTRIAL ACQUISITION
BUY NEW 2.1M $22M
RADIGUSD|RADIUS GLOBAL INFRASTRCTRE I
BUY NEW 1.5M $19M
DRAGONEER GROWTH OPPTY CORP
BUY NEW 1.0M $11M
REINVENT TECHNOLOGY PARTNERS
BUY NEW 1.0M $11M
VIST|VISTA OIL & GAS SAB DE CV
SELL -55.83% 2.0M $5M -56.5%
RBALL|REDBALL ACQUISITION CORP
BUY NEW 1.6M $4M
VESPER HEALTHCARE ACQSTN COR
BUY NEW 1.3M $3M
2020-Q3
EBA|EBAY INC.
SELL -6.14% 30.1M $1.6B
FOXA|FOX CORP
SELL -1.28% 27.0M $751M -32.2%
VSAT|VIASAT INC
BUY +18.62% 16.3M $560M
PERSHING SQUARE TONTINE HLDG
BUY NEW 17.5M $397M
QRVO|QORVO INC
SELL -3.33% 3.0M $382M
7HP|HP INC
SELL -26.11% 13.3M $253M
GOOG|ALPHABET INC
SELL -28.00% 154.6K $227M +6.9%
PCG|PG&E CORP
BUY +551.95% 30.7M $288M
HDSUSD|HD SUPPLY HLDGS INC
BUY +2.97% 6.8M $281M
MU|MICRON TECHNOLOGY INC
BUY NEW 5.2M $245M
AKBA|AKEBIA THERAPEUTICS INC
SELL EXIT +31.7%
TBPH|THERAVANCE BIOPHARMA INC
SELL -6.17% 8.7M $129M
META|FACEBOOK INC
SELL -33.88% 563.0K $147M +21.6%
LSXMKUSD|LIBERTY MEDIA CORP DEL
BUY NEW 5.8M $192M
SSNC|SS&C TECHNOLOGIES HLDGS INC
BUY NEW 3.0M $183M
AMAT|APPLIED MATLS INC
BUY NEW 2.3M $137M
VTY|VERINT SYS INC
BUY +271.56% 2.3M $110M
DOC|HEALTHPEAK PROPERTIES INC
BUY NEW 4.0M $109M
HCA|HCA HEALTHCARE INC
SELL EXIT +23.9%
LM03|LIBERTY MEDIA CORP DEL
BUY NEW 2.9M $97M
HWM|HOWMET AEROSPACE INC
BUY NEW 4.6M $77M
CLNSEUR|COLONY CAP INC NEW
SELL -11.93% 22.6M $62M
REDBALL ACQUISITION CORP
BUY NEW 5.0M $52M
ABG|AMERISOURCEBERGEN CORP
SELL EXIT
VESPER HEALTHCARE ACQSTN COR
BUY NEW 4.0M $41M
REINVENT TECHNOLOGY PARTNERS
BUY NEW 3.5M $40M
BROADSTONE ACQUISITION CORP
BUY NEW 3.0M $30M
UNVREUR|UNIVAR SOLUTIONS INC
SELL EXIT
VTR|VENTAS INC
SELL EXIT +24.7%
VIST|VISTA OIL & GAS S A B DE C V
SELL -25.91% 4.4M $10M -45.3%
PSTH|PERSHING SQUARE TONTINE HLDG
BUY NEW 1.9M $14M
2020-Q2
LBTYK|LIBERTY GLOBAL PLC
BUY +1.58% 54.6M $1.2B
0VVB|VIACOMCBS INC
SELL -16.28% 18.8M $439M
GOOG|ALPHABET INC
SELL -28.56% 214.7K $303M -3.2%
7HP|HP INC
SELL -10.00% 18.0M $314M
QRVO|QORVO INC
BUY +0.08% 3.1M $339M
META|FACEBOOK INC
SELL -57.08% 851.5K $193M +1.5%
TBIO|TRANSLATE BIO INC
BUY +2.85% 18.0M $319M
LNG|CHENIERE ENERGY INC
SELL EXIT
HDSUSD|HD SUPPLY HLDGS INC
BUY +6.49% 6.6M $229M
AKBA|AKEBIA THERAPEUTICS INC
SELL -14.42% 15.0M $204M +44.2%
ATRAGBX|ATARA BIOTHERAPEUTICS INC
BUY +19.41% 9.9M $145M
HCA|HCA HEALTHCARE INC
BUY NEW 1.0M $97M
PCG|PG&E CORP
SELL -51.53% 4.7M $42M -68.9%
CLNSEUR|COLONY CAP INC NEW
SELL -48.30% 25.7M $62M
ABG|AMERISOURCEBERGEN CORP
SELL -50.00% 468.1K $47M
UNVREUR|UNIVAR SOLUTIONS INC
SELL -76.67% 1.3M $22M
ET|ENERGY TRANSFER LP
SELL EXIT -38.5%
XPO|XPO LOGISTICS INC
SELL EXIT -14.7%
LSXMKUSD|LIBERTY MEDIA CORP DEL
SELL -85.26% 184.9K $6M
VTY|VERINT SYS INC
BUY NEW 616.3K $28M
S9Q|SPIRIT AEROSYSTEMS HLDGS INC
SELL EXIT
VTR|VENTAS INC
BUY NEW 550.0K $20M
LM03|LIBERTY MEDIA CORP DEL
SELL EXIT
VIST|VISTA OIL & GAS S A B DE C V
SELL -3.45% 6.0M $18M -46.1%
CARS|CARS COM INC
SELL EXIT -44.4%
SSNC|SS&C TECHNOLOGIES HLDGS INC
BUY NEW 140.5K $8M
2020-Q1
LBTYK|LIBERTY GLOBAL PLC
BUY +2.50% 53.7M $844M
EBA|EBAY INC
BUY +60.47% 32.1M $965M
0VVB|VIACOMCBS INC
BUY +32.35% 22.5M $315M
LNG|CHENIERE ENERGY INC
SELL -19.87% 8.1M $272M
TSLA|TESLA INC
SELL EXIT +88.2%
GOOG|ALPHABET INC
BUY NEW 300.5K $349M
7HP|HP INC
BUY +100.00% 20.0M $347M
META|FACEBOOK INC
BUY NEW 2.0M $331M
QRVO|QORVO INC
BUY +11.36% 3.1M $247M
BMY|BRISTOL MYERS SQUIBB CO
SELL EXIT +33.7%
NXST|NEXSTAR MEDIA GROUP INC
BUY +4.25% 2.1M $120M
UNVREUR|UNIVAR SOLUTIONS INC
SELL -42.11% 5.5M $59M
MCK|MCKESSON CORP
BUY +4.49% 1.7M $226M
PCG|PG&E CORP
SELL -48.63% 9.7M $87M -61.1%
HDSUSD|HD SUPPLY HLDGS INC
BUY NEW 6.2M $177M
AKBA|AKEBIA THERAPEUTICS INC
SELL -10.44% 17.5M $133M -2.4%
SYF|SYNCHRONY FINL
SELL EXIT
ABG|AMERISOURCEBERGEN CORP
SELL -19.72% 936.3K $83M
ET|ENERGY TRANSFER LP
BUY NEW 12.1M $56M
XPO|XPO LOGISTICS INC
BUY NEW 845.9K $41M
NUANEUR|NUANCE COMMUNICATIONS INC
SELL EXIT
LSXMKUSD|LIBERTY MEDIA CORP DEL
BUY NEW 1.3M $40M
CARS|CARS COM INC
BUY +10.81% 3.0M $13M
S9Q|SPIRIT AEROSYSTEMS HLDGS INC
BUY NEW 1.1M $26M
ERIEUR|ELDORADO RESORTS INC
SELL EXIT
LM03|LIBERTY MEDIA CORP DEL
BUY NEW 625.6K $20M
MDREUR|MCDERMOTT INTL INC
SELL EXIT
2019-Q4
LBTYK|LIBERTY GLOBAL PLC
BUY +19.19% 52.4M $1.1B
EBA|EBAY INC
BUY +20.12% 20.0M $722M
0VVB|VIACOMCBS INC
BUY NEW 17.0M $713M
BMY|BRISTOL MYERS SQUIBB CO
SELL -60.00% 4.0M $257M +19.6%
CBS|CBS CORP NEW
SELL EXIT
QRVO|QORVO INC
SELL -51.59% 2.8M $320M
PCG|PG&E CORP
SELL -22.91% 18.9M $205M -77.9%
MCK|MCKESSON CORP
BUY +22.32% 1.6M $221M
7HP|HP INC
BUY NEW 10.0M $206M
SYF|SYNCHRONY FINL
SELL -39.97% 3.0M $108M
TAK|TAKEDA PHARMACEUTICAL CO LTD
SELL EXIT -1.8%
NUANEUR|NUANCE COMMUNICATIONS INC
SELL -72.11% 2.3M $41M
AKBA|AKEBIA THERAPEUTICS INC
SELL -20.02% 19.6M $124M -48.6%
AR|ANTERO RES CORP
SELL EXIT
CARS|CARS COM INC
SELL -9.76% 2.7M $33M +22.5%
ERIEUR|ELDORADO RESORTS INC
BUY NEW 389.0K $23M
GOSS|GOSSAMER BIO INC
SELL EXIT -1.1%
ARMP|PARATEK PHARMACEUTICALS INC
SELL EXIT
MDREUR|MCDERMOTT INTL INC
BUY NEW 805.7K $535000
2019-Q3
LBTYK|LIBERTY GLOBAL PLC
BUY +4.82% 44.0M $1.0B
EBA|EBAY INC
SELL -31.06% 16.6M $649M
LNG|CHENIERE ENERGY INC
SELL -5.01% 10.1M $639M
ALLERGAN PLC
SELL EXIT
BMY|BRISTOL MYERS SQUIBB CO
SELL -23.08% 10.0M $507M -2.0%
QRVO|QORVO INC
SELL -34.56% 5.7M $421M
CBS|CBS CORP NEW
BUY +20.00% 12.0M $484M
MCK|MCKESSON CORP
SELL -49.67% 1.3M $178M
SYF|SYNCHRONY FINL
SELL -45.96% 5.0M $171M
NXST|NEXSTAR MEDIA GROUP INC
BUY +43.09% 2.0M $205M
LBTYA|LIBERTY GLOBAL PLC
BUY +2.91% 7.7M $190M
ABG|AMERISOURCEBERGEN CORP
SELL -47.33% 1.2M $96M
TBIO|TRANSLATE BIO INC
BUY +98.37% 17.5M $172M
TAK|TAKEDA PHARMACEUTICAL CO LTD
SELL -0.03% 9.4M $162M -13.8%
AR|ANTERO RES CORP
SELL -26.23% 21.1M $64M
ATRAGBX|ATARA BIOTHERAPEUTICS INC
BUY +18.70% 8.3M $117M
NUANEUR|NUANCE COMMUNICATIONS INC
BUY NEW 8.2M $134M
XPO|XPO LOGISTICS INC
SELL EXIT +16.8%
TMQ|TRILOGY METALS INC NEW
SELL -10.69% 12.2M $20M
VIST|VISTA OIL & GAS S A B DE C V
BUY NEW 6.2M $32M
2362120D|SINCLAIR BROADCAST GROUP INC
SELL EXIT
GOSS|GOSSAMER BIO INC
SELL -23.67% 967.2K $16M -3.6%
CARS|CARS COM INC
BUY NEW 3.0M $27M
2019-Q2
LBTYK|LIBERTY GLOBAL PLC
BUY +7.28% 41.9M $1.1B
EBA|EBAY INC
SELL -17.55% 24.1M $954M
LNG|CHENIERE ENERGY INC
SELL -15.41% 10.7M $731M
QRVO|QORVO INC
SELL -18.02% 8.7M $578M
ALLERGAN PLC
SELL -22.86% 3.7M $616M
BMY|BRISTOL MYERS SQUIBB CO
BUY +225.00% 13.0M $590M
CBS|CBS CORP NEW
BUY +17.07% 10.0M $499M
SYF|SYNCHRONY FINL
SELL -35.06% 9.3M $321M
CELG|CELGENE CORP
SELL EXIT
MCK|MCKESSON CORP
SELL -7.82% 2.6M $349M
PXDEUR|PIONEER NAT RES CO
SELL EXIT
ATRAGBX|ATARA BIOTHERAPEUTICS INC
BUY +9.71% 7.0M $141M
TAK|TAKEDA PHARMACEUTICAL CO LTD
SELL -11.54% 9.4M $167M -10.7%
LBTYA|LIBERTY GLOBAL PLC
BUY +50.10% 7.4M $201M
ABG|AMERISOURCEBERGEN CORP
SELL -7.91% 2.2M $189M
NXST|NEXSTAR MEDIA GROUP INC
BUY +39.78% 1.4M $141M
2362120D|SINCLAIR BROADCAST GROUP INC
SELL -81.11% 549.4K $29M
TBIO|TRANSLATE BIO INC
BUY +36.25% 8.8M $109M
XPO|XPO LOGISTICS INC
BUY NEW 1.5M $87M
DIS|DISNEY WALT CO
SELL EXIT +20.4%
TMQ|TRILOGY METALS INC NEW
BUY +4.53% 13.6M $40M
GTY|GTY TECHNOLOGY HOLDINGS INC
SELL EXIT -0.7%
2019-Q1
FOXA|TWENTY FIRST CENTY FOX INC
SELL EXIT
EBA|EBAY INC
BUY +39.46% 29.3M $1.1B
FOXA|FOX CORP
BUY NEW 27.3M $1.0B
LBTYK|LIBERTY GLOBAL PLC
BUY +31.44% 39.1M $946M
LNG|CHENIERE ENERGY INC
SELL -11.11% 12.6M $863M
FOXA|TWENTY FIRST CENTY FOX INC
SELL EXIT
QRVO|QORVO INC
SELL -0.86% 10.6M $760M
ALLERGAN PLC
BUY +0.30% 4.8M $698M
PXDEUR|PIONEER NAT RES CO
SELL -55.52% 2.0M $305M
SYF|SYNCHRONY FINL
SELL -2.01% 14.3M $455M
PCG|PG&E CORP
BUY +58.33% 24.5M $436M
CBS|CBS CORP NEW
BUY +235.37% 8.5M $406M
CELG|CELGENE CORP
BUY NEW 4.0M $377M
MCK|MCKESSON CORP
BUY +63.66% 2.8M $330M
ATRAGBX|ATARA BIOTHERAPEUTICS INC
BUY +2.01% 6.4M $254M
TAK|TAKEDA PHARMACEUTICAL CO LTD
BUY NEW 10.7M $217M
FOXA|FOX CORP
BUY NEW 5.7M $204M
ABG|AMERISOURCEBERGEN CORP
BUY +19.36% 2.4M $191M
BMY|BRISTOL MYERS SQUIBB CO
BUY NEW 4.0M $191M
2362120D|SINCLAIR BROADCAST GROUP INC
SELL -3.06% 2.9M $112M
NXST|NEXSTAR MEDIA GROUP INC
BUY +5.26% 1.0M $108M
YPF|YPF SOCIEDAD ANONIMA
SELL EXIT -6.0%
SHIR|SHIRE PLC
SELL EXIT
CAH|CARDINAL HEALTH INC
SELL EXIT
TBIO|TRANSLATE BIO INC
BUY +0.00% 6.5M $64M
DIS|DISNEY WALT CO
BUY NEW 399.2K $44M
GOSS|GOSSAMER BIO INC
BUY NEW 1.3M $26M
AMC|AMC ENTMT HLDGS INC
SELL EXIT
SENTINEL ENERGY SVCS INC
SELL EXIT
NEXEO SOLUTIONS INC
SELL EXIT
GTYH|GTY TECHNOLOGY HOLDINGS INC
SELL EXIT
GTY|GTY TECHNOLOGY HOLDINGS INC
BUY NEW 1.5M $884000
SABAN CAP ACQUISITION CORP
SELL EXIT
2018-Q4
FOXA|TWENTY FIRST CENTY FOX INC
SELL -1.38% 51.3M $2.5B
ALLERGAN PLC
SELL -3.93% 4.8M $636M
PCG|PG&E CORP
SELL -18.47% 15.5M $368M -25.7%
QRVO|QORVO INC
SELL -2.90% 10.7M $649M
FOXA|TWENTY FIRST CENTY FOX INC
SELL -1.62% 17.0M $814M
PXDEUR|PIONEER NAT RES CO
BUY +12.50% 4.5M $592M
LBTYK|LIBERTY GLOBAL PLC
BUY +176.19% 29.7M $614M
EBA|EBAY INC
BUY NEW 21.0M $589M
SYF|SYNCHRONY FINL
SELL -10.89% 14.6M $341M
AR|ANTERO RES CORP
BUY +7.52% 28.6M $268M
MCK|MCKESSON CORP
SELL -20.94% 1.7M $190M
CAH|CARDINAL HEALTH INC
SELL -69.03% 1.5M $65M
ABG|AMERISOURCEBERGEN CORP
SELL -26.78% 2.0M $150M
TRCO|TRIBUNE MEDIA CO
SELL EXIT
AABAUSD|ALTABA INC
SELL EXIT
UNVREUR|UNIVAR INC
BUY +436.39% 9.5M $169M
AKBA|AKEBIA THERAPEUTICS INC
BUY NEW 24.5M $135M
CBS|CBS CORP NEW
BUY NEW 2.5M $111M
KERX|KERYX BIOPHARMACEUTICALS INC
SELL EXIT
SHIR|SHIRE PLC
BUY +365.44% 460.5K $80M
NXST|NEXSTAR MEDIA GROUP INC
BUY NEW 950.0K $75M
AMC|AMC ENTMT HLDGS INC
SELL -46.62% 1.5M $18M
NG|NOVAGOLD RES INC
SELL EXIT
GTYX|GTY TECHNOLOGY HOLDINGS INC
SELL EXIT
SABAN CAP ACQUISITION CORP
SELL EXIT
SENTINEL ENERGY SVCS INC
BUY NEW 1.6M $16M
SENTINEL ENERGY SVCS INC
SELL EXIT
NEXEO SOLUTIONS INC
BUY +250.88% 10.0M $4M
GTYH|GTY TECHNOLOGY HOLDINGS INC
BUY NEW 1.5M $1M
2018-Q3
FOXA|TWENTY FIRST CENTY FOX INC
BUY +31.93% 52.0M $2.4B
SYF|SYNCHRONY FINL
SELL -44.25% 16.3M $508M
PCG|PG&E CORP
BUY +321.77% 19.0M $873M
FOXA|TWENTY FIRST CENTY FOX INC
BUY +27.30% 17.3M $794M
TSLA|TESLA INC
BUY +20.00% 300.0M $309M
T|AT&T INC
SELL EXIT -0.5%
LBTYK|LIBERTY GLOBAL PLC
BUY NEW 10.8M $303M
MCK|MCKESSON CORP
BUY +33.67% 2.2M $289M
CAH|CARDINAL HEALTH INC
SELL -7.09% 4.7M $256M
ABG|AMERISOURCEBERGEN CORP
BUY +46.84% 2.8M $254M
TRCO|TRIBUNE MEDIA CO
BUY +100.13% 6.0M $230M
AABAUSD|ALTABA INC
BUY NEW 2.8M $191M
VRTVEUR|VERITIV CORP
SELL -6.80% 3.6M $130M
LBTYA|LIBERTY GLOBAL PLC
BUY NEW 5.0M $143M
YPF|YPF SOCIEDAD ANONIMA
BUY NEW 6.0M $93M
2362120D|SINCLAIR BROADCAST GROUP INC
BUY +16.67% 3.0M $85M
AMC|AMC ENTMT HLDGS INC
SELL -45.37% 2.7M $56M
TBIO|TRANSLATE BIO INC
BUY +237.55% 6.5M $62M
UNVREUR|UNIVAR INC
BUY NEW 1.8M $54M
NEXEO SOLUTIONS INC
BUY NEW 2.9M $3M
2018-Q2
FOXA|TWENTY FIRST CENTY FOX INC
BUY +48.24% 39.4M $2.0B
LNG|CHENIERE ENERGY INC
SELL -31.51% 14.2M $925M
VSAT|VIASAT INC
BUY +0.54% 13.7M $902M
ALLERGAN PLC
BUY +4.21% 5.0M $825M
TWXCHF|TIME WARNER INC
SELL EXIT
FOXA|TWENTY FIRST CENTY FOX INC
BUY +19.00% 13.6M $670M
CLNSEUR|COLONY CAP INC NEW
BUY NEW 49.7M $310M
TSLA|TESLA INC
BUY +400.00% 250.0M $306M
T|AT&T INC
BUY NEW 9.5M $304M
COLONY NORTHSTAR INC
SELL EXIT
PBF|PBF ENERGY INC
SELL EXIT
MCK|MCKESSON CORP
BUY +0.74% 1.6M $217M
PCG|PG&E CORP
BUY +42.86% 4.5M $192M
ABG|AMERISOURCEBERGEN CORP
BUY +42.24% 1.9M $160M
TRCO|TRIBUNE MEDIA CO
BUY NEW 3.0M $115M
2362120D|SINCLAIR BROADCAST GROUP INC
BUY NEW 2.6M $83M
TBIO|TRANSLATE BIO INC
BUY NEW 1.9M $24M
TMQ|TRILOGY METALS INC NEW
BUY +23.11% 13.1M $23M
SHIR|SHIRE PLC
BUY NEW 98.9K $17M
IMOS|CHIPMOS TECHNOLOGIES INC
SELL EXIT
FORWARD PHARMA A/S
SELL EXIT
OREXI|OREXIGEN THERAPEUTICS INC
SELL EXIT
2018-Q1
VSAT|VIASAT INC
BUY +3.80% 13.7M $898M
FOXA|TWENTY FIRST CENTY FOX INC
BUY +19.29% 26.6M $976M
ALLERGAN PLC
BUY +5.56% 4.8M $799M
PXDEUR|PIONEER NAT RES CO
BUY +100.00% 4.0M $687M
COLONY NORTHSTAR INC
BUY +3.72% 49.7M $279M
AR|ANTERO RES CORP
BUY +7.55% 26.6M $528M
FOXA|TWENTY FIRST CENTY FOX INC
BUY +8.57% 11.4M $416M
PBF|PBF ENERGY INC
SELL -27.46% 7.9M $269M
ATRAGBX|ATARA BIOTHERAPEUTICS INC
BUY +16.70% 6.3M $244M
MCK|MCKESSON CORP
BUY +18.80% 1.6M $228M
ESRX|EXPRESS SCRIPTS HLDG CO
SELL EXIT
VRTVEUR|VERITIV CORP
BUY +5.02% 3.8M $150M
PCG|PG&E CORP
BUY NEW 3.1M $138M
ABG|AMERISOURCEBERGEN CORP
SELL -8.18% 1.3M $114M
NG|NOVAGOLD RES INC
BUY +25.36% 13.5M $58M
TSLA|TESLA INC
BUY NEW 50.0M $52M
CASC|CASCADIAN THERAPEUTICS INC
SELL EXIT
IMOS|CHIPMOS TECHNOLOGIES INC
SELL -36.50% 933.7K $15M
RUN|SUNRUN INC
SELL EXIT
FORWARD PHARMA A/S
SELL -31.86% 2.8M $6M

Closed Positions for The Baupost Group

Stock Click to search
Held Period Cost Basis Sale Proceeds Realized Gain Return CAGR
CABO|CABLE ONE INC
2025-Q3 → 2025-Q4 (0.2y) $2.2B $1.9B $-306.5M -14.2% -14.2%
HLF|HERBALIFE LTD
2024-Q3 → 2025-Q4 (1.2y) $145.3M $157.6M $+12.3M +8.5% +6.8%
PAGS|PAGSEGURO DIGITAL LTD
2025-Q2 → 2025-Q4 (0.5y) $22.5M $23.9M $+1.4M +6.4% +13.3%
AMCR|AMCOR PLC
2025-Q2 → 2025-Q3 (0.2y) $252.4M $240.9M $-11.6M -4.6% -4.6%
ICLR|ICON PLC
2025-Q1 → 2025-Q3 (0.5y) $78.3M $69.0M $-9.3M -11.8% -22.4%
LBRDA|LIBERTY BROADBAND CORP
2024-Q3 → 2025-Q3 (1.0y) $59.2M $45.6M $-13.6M -23.0% -23.1%
LBRDA|LIBERTY BROADBAND CORP
2024-Q3 → 2025-Q3 (1.0y) $428.4K $462.1K $+33.8K +7.9% +7.9%
CLVT|CLARIVATE PLC
2023-Q3 → 2025-Q2 (1.7y) $282.3M $184.0M $-98.4M -34.8% -21.8%
SOLV|SOLVENTUM CORP
2024-Q2 → 2025-Q2 (1.0y) $112.7M $131.9M $+19.1M +17.0% +17.0%
SGI|SOMNIGROUP INTERNATIONAL INC
2025-Q1 → 2025-Q2 (0.2y) $42.3M $45.0M $+2.8M +6.5% +6.5%
HUM|HUMANA INC
2024-Q2 → 2025-Q1 (0.2y) $92.1M $92.5M $+307.9K +0.3% +0.3%
GPC|GENUINE PARTS CO
2024-Q4 → 2025-Q1 (0.2y) $38.8M $37.9M $-936.6K -2.4% -2.4%
FIS|FIDELITY NATL INFORMATION SV
2022-Q3 → 2024-Q4 (2.2y) $464.6M $518.6M $+54.0M +11.6% +5.0%
J|JACOBS SOLUTIONS INC
2023-Q3 → 2024-Q4 (1.2y) $79.4M $93.6M $+14.2M +17.9% +14.1%
FTRE|FORTREA HLDGS INC
2024-Q1 → 2024-Q4 (0.7y) $92.1M $63.6M $-28.5M -31.0% -39.1%
JAZZ|JAZZ PHARMACEUTICALS PLC
2023-Q1 → 2024-Q3 (1.5y) $165.8M $139.6M $-26.2M -15.8% -10.9%
WSC|WILLSCOT MOBIL MINI HLDNG CO
2024-Q2 → 2024-Q3 (0.2y) $96.7M $94.6M $-2.2M -2.2% -2.2%
CPRI|CAPRI HOLDINGS LIMITED
2024-Q2 → 2024-Q3 (0.2y) $35.5M $34.8M $-710.0K -2.0% -2.0%
VRSN|VERISIGN INC
2024-Q2 → 2024-Q3 (0.2y) $18.9M $19.0M $+124.8K +0.7% +0.7%
WBD|WARNER BROS DISCOVERY INC
2022-Q2 → 2024-Q2 (2.0y) $495.0M $323.8M $-171.3M -34.6% -19.2%
OPTU|ALTICE USA INC
2022-Q4 → 2024-Q2 (1.5y) $22.1M $10.3M $-11.8M -53.4% -40.0%
SOUN|SOUNDHOUND AI INC
2024-Q1 → 2024-Q2 (0.2y) $2.7M $5.3M $+2.7M +100.0% +100.0%
SSNC|SS&C TECHNOLOGIES HLDGS INC
2020-Q2 → 2024-Q1 (3.7y) $343.4M $332.8M $-10.6M -3.1% -0.8%
GTX|GARRETT MOTION INC
2021-Q2 → 2024-Q1 (2.7y) $204.6M $204.3M $-359.1K -0.2% -0.1%
TSEM|TOWER SEMICONDUCTOR LTD
2023-Q3 → 2024-Q1 (0.5y) $88.2M $87.6M $-619.9K -0.7% -1.4%
GTN|GRAY TELEVISION INC
2022-Q1 → 2024-Q1 (2.0y) $71.8M $30.2M $-41.7M -58.0% -35.3%
FNCH|FINCH THERAPEUTICS GROUP INC
2023-Q2 → 2024-Q1 (0.7y) $722.8K $181.7K $-541.1K -74.9% -84.2%
COIN|COINBASE GLOBAL INC
2022-Q4 → 2023-Q4 (1.0y) $6.3B $10.1B $+3.7B +59.3% +59.6%
LBTYK|LIBERTY GLOBAL PLC
2018-Q3 → 2023-Q4 (5.2y) $698.2M $521.2M $-177.0M -25.4% -5.4%
DG|DOLLAR GEN CORP NEW
2023-Q2 → 2023-Q4 (0.5y) $162.9M $112.1M $-50.8M -31.2% -52.8%
LBTYA|LIBERTY GLOBAL PLC
2018-Q3 → 2023-Q4 (5.2y) $108.3M $65.6M $-42.7M -39.4% -9.1%
STX|SEAGATE TECHNOLOGY HLDNGS PL
2023-Q1 → 2023-Q4 (0.7y) $37.0M $44.7M $+7.7M +20.9% +28.8%
ADV|ADVANTAGE SOLUTIONS INC
2020-Q4 → 2023-Q4 (3.0y) $125.8M $37.6M $-88.1M -70.1% -33.2%
AMZN|AMAZON COM INC
2022-Q2 → 2023-Q3 (0.2y) $109.3M $129.1M $+19.8M +18.1% +18.1%
UNP|UNION PAC CORP
2023-Q2 → 2023-Q3 (0.2y) $34.8M $37.7M $+3.0M +8.5% +8.5%
CRH|CRH PLC
2023-Q2 → 2023-Q3 (0.2y) $2.8M $3.2M $+440.5K +15.8% +15.8%
FISV|FISERV INC
2021-Q4 → 2023-Q2 (1.5y) $409.9M $424.0M $+14.1M +3.5% +2.3%
GTX|GARRETT MOTION INC
2021-Q4 → 2023-Q2 (1.5y) $187.5M $206.9M $+19.4M +10.3% +6.8%
SWKS|SKYWORKS SOLUTIONS INC
2023-Q1 → 2023-Q2 (0.2y) $78.9M $74.1M $-4.9M -6.2% -6.2%
LAD|LITHIA MTRS INC
2022-Q3 → 2023-Q2 (0.7y) $67.0M $59.7M $-7.3M -11.0% -14.4%
FNCH|FINCH THERAPEUTICS GROUP INC
2021-Q1 → 2023-Q2 (2.2y) $597.6M $55.9M $-541.8M -90.7% -65.2%
DBRG|DIGITALBRIDGE GROUP INC
2022-Q3 → 2023-Q2 (0.7y) $66.8M $39.7M $-27.1M -40.6% -50.2%
META|META PLATFORMS INC
2020-Q1 → 2023-Q1 (3.0y) $816.4M $861.2M $+44.8M +5.5% +1.8%
MU|MICRON TECHNOLOGY INC
2020-Q3 → 2023-Q1 (2.5y) $453.7M $529.6M $+75.9M +16.7% +6.4%
NUVB|NUVATION BIO INC
2021-Q1 → 2023-Q1 (2.0y) $103.5M $21.2M $-82.3M -79.5% -54.9%
TEAD|OUTBRAIN INC
2021-Q3 → 2023-Q1 (1.5y) $13.4M $3.2M $-10.3M -76.2% -61.8%
DBX|DROPBOX INC
2021-Q3 → 2022-Q4 (1.2y) $346.1M $265.2M $-80.9M -23.4% -19.2%
EHC|ENCOMPASS HEALTH CORP
2021-Q4 → 2022-Q4 (1.0y) $156.2M $167.8M $+11.6M +7.5% +7.5%
EVTL|VERTICAL AEROSPACE LTD
2021-Q4 → 2022-Q4 (1.0y) $147.8M $58.3M $-89.5M -60.6% -60.7%
CGEM|CULLINAN ONCOLOGY INC
2021-Q1 → 2022-Q4 (1.7y) $72.8M $26.4M $-46.4M -63.7% -44.1%
ZGN|ERMENEGILDO ZEGNA N V
2021-Q4 → 2022-Q4 (1.0y) $8.1M $7.6M $-495.1K -6.1% -6.1%
EHAB|ENHABIT INC
2022-Q3 → 2022-Q4 (0.2y) $6.9M $5.8M $-1.1M -16.1% -16.1%
JOBY|JOBY AVIATION INC
2021-Q3 → 2022-Q4 (1.2y) $8.7M $3.6M $-5.1M -58.5% -50.6%
HIPO|HIPPO HLDGS INC
2021-Q3 → 2022-Q4 (1.2y) $30.2M $2.9M $-27.3M -90.4% -84.7%
INTC|INTEL CORP
2020-Q4 → 2022-Q3 (1.7y) $1.2B $1.0B $-183.9M -15.5% -9.2%
NXST|NEXSTAR MEDIA GROUP INC
2018-Q4 → 2022-Q3 (3.7y) $193.6M $357.5M $+163.9M +84.6% +17.8%
GRAB|GRAB HOLDINGS LIMITED
2021-Q4 → 2022-Q3 (0.7y) $67.5M $19.7M $-47.8M -70.9% -80.8%
BRBR|BELLRING BRANDS INC
2022-Q1 → 2022-Q3 (0.5y) $12.0M $11.6M $-388.5K -3.2% -6.4%
NE|NOBLE CORP NEW
2021-Q2 → 2022-Q3 (1.2y) $2.6M $3.3M $+684.6K +26.4% +20.7%
JOBY|JOBY AVIATION INC
2021-Q3 → 2022-Q2 (0.7y) $99.6M $51.3M $-48.3M -48.5% -58.8%
POST|POST HOLDINGS PARTNERING COR
2022-Q1 → 2022-Q2 (0.2y) $26.2M $29.2M $+3.0M +11.3% +11.3%
GEN|NORTONLIFELOCK INC
2021-Q4 → 2022-Q1 (0.2y) $146.2M $157.6M $+11.4M +7.8% +7.8%
PCG|PG&E CORP
2018-Q1 → 2021-Q4 (3.7y) $1.2B $647.3M $-591.1M -47.7% -15.9%
IFF|INTERNATIONAL FLAVORS&FRAGRA
2021-Q1 → 2021-Q4 (0.7y) $278.7M $308.7M $+30.0M +10.8% +14.7%
FOXA|FOX CORP
2019-Q1 → 2021-Q2 (2.2y) $1.1B $907.7M $-148.9M -14.1% -6.5%
FOXA|FOX CORP
2019-Q1 → 2021-Q2 (2.2y) $219.7M $213.0M $-6.6M -3.0% -1.4%
DOC|HEALTHPEAK PROPERTIES INC
2020-Q3 → 2021-Q2 (0.7y) $138.9M $166.6M $+27.8M +20.0% +27.6%
FNF|FIDELITY NATIONAL FINANCIAL
2020-Q4 → 2021-Q2 (0.5y) $121.8M $157.1M $+35.3M +29.0% +66.7%
MPC|MARATHON PETE CORP
2020-Q4 → 2021-Q1 (0.2y) $289.5M $394.8M $+105.4M +36.4% +36.4%
VIST|VISTA OIL & GAS SAB DE CV
2019-Q3 → 2021-Q1 (1.5y) $34.9M $16.8M $-18.1M -51.9% -38.7%
AMAT|APPLIED MATLS INC
2020-Q3 → 2020-Q4 (0.2y) $144.3M $167.9M $+23.7M +16.4% +16.4%
HWM|HOWMET AEROSPACE INC
2020-Q3 → 2020-Q4 (0.2y) $78.0M $105.9M $+27.9M +35.8% +35.8%
AKBA|AKEBIA THERAPEUTICS INC
2018-Q4 → 2020-Q3 (1.7y) $197.5M $225.3M $+27.8M +14.1% +7.8%
HCA|HCA HEALTHCARE INC
2020-Q2 → 2020-Q3 (0.2y) $105.2M $130.3M $+25.1M +23.9% +23.9%
VTR|VENTAS INC
2020-Q2 → 2020-Q3 (0.2y) $17.9M $22.4M $+4.4M +24.7% +24.7%
ET|ENERGY TRANSFER LP
2020-Q1 → 2020-Q2 (0.2y) $152.0M $93.6M $-58.5M -38.5% -38.5%
CARS|CARS COM INC
2019-Q3 → 2020-Q2 (0.7y) $33.0M $20.3M $-12.7M -38.6% -47.9%
XPO|XPO LOGISTICS INC
2020-Q1 → 2020-Q2 (0.2y) $23.5M $20.1M $-3.5M -14.7% -14.7%
TSLA|TESLA INC
2018-Q1 → 2020-Q1 (2.0y) $6.1B $11.4B $+5.4B +88.2% +37.3%
BMY|BRISTOL MYERS SQUIBB CO
2019-Q1 → 2020-Q1 (1.0y) $619.2M $736.6M $+117.4M +18.9% +19.0%
TAK|TAKEDA PHARMACEUTICAL CO LTD
2019-Q1 → 2019-Q4 (0.7y) $215.1M $208.9M $-6.1M -2.9% -3.8%
GOSS|GOSSAMER BIO INC
2019-Q1 → 2019-Q4 (0.7y) $26.4M $25.9M $-439.6K -1.7% -2.2%
DIS|DISNEY WALT CO
2019-Q1 → 2019-Q2 (0.2y) $44.5M $53.5M $+9.1M +20.4% +20.4%
GTY|GTY TECHNOLOGY HOLDINGS INC
2019-Q1 → 2019-Q2 (0.2y) $47.3M $47.0M $-308.0K -0.7% -0.7%
YPF|YPF SOCIEDAD ANONIMA
2018-Q3 → 2019-Q1 (0.5y) $92.8M $87.2M $-5.6M -6.0% -11.7%
T|AT&T INC
2018-Q2 → 2018-Q3 (0.2y) $232.9M $231.7M $-1.2M -0.5% -0.5%