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)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 2.13 $30.84–36.43 · VW $33.56i 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 $26.26–28.23 · VW $27.43i $53,419,000 SEC
2012   Q3 1,400,000 1.45 Reduce 80.00% 5.01 $26.34–31.61 · VW $28.19i $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 $28.64–32.95 · VW $30.26i $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 $23.65–28.15 · VW $26.13i $312,000,000 SEC
Price snapshot:
Current price$390.99
52-week low$349.20
52-week high$551.05