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  Dropbox, Inc. (DBX)
← All DBX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 2.90 $19.22–24.09 · VW $22.07i SEC
2022   Q3 7,819,924 2.90 $20.72 $162,029,000 SEC
2022   Q2 7,819,924 2.53 Reduce 26.03% 0.71 $19.07–24.28 · VW $21.56i $164,140,000 SEC
2022   Q1 10,571,046 2.73 Add 30.59% 0.64 $19.90–25.81 · VW $23.07i $245,777,000 SEC
2021   Q4 8,095,025 2.03 Reduce 12.84% 0.32 $23.56–31.47 · VW $26.42i $198,652,000 SEC
2021   Q3 9,287,500 2.52 Buy 2.52 $29.05–33.00 · VW $31.21i $271,381,000 SEC
Price snapshot:
Current price$29.58
52-week low$21.69
52-week high$32.40