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  Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 1.49 $82.88–124.50 · VW $108.52i SEC
2020   Q3 2,306,601 1.49 Buy 1.49 $54.15–83.53 · VW $73.39i $137,127,000 SEC
Price snapshot:
Current price$575.39
52-week low$153.78
52-week high$739.67