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  Oracle Corp. (ORCL)
← All ORCL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q4 0 0.00 Sell 100.00% 2.94 $33.22–39.37 · VW $37.23i SEC
2013   Q3 2,386,890 2.94 $33.17 $79,173,000 SEC
2013   Q2 2,386,890 2.25 Reduce 29.53% 1.20 $29.86–34.75 · VW $32.16i $73,301,000 SEC
2013   Q1 3,386,890 4.07 Reduce 67.57% 8.71 $31.16–36.43 · VW $33.79i $109,498,000 SEC
2012   Q4 10,444,085 12.89 Reduce 22.64% 3.35 $31.31–36.31 · VW $33.95i $347,997,000 SEC
2012   Q3 13,500,000 14.82 Reduce 14.56% 2.00 $29.52–33.29 · VW $31.66i $424,710,000 SEC
2012   Q2 15,800,000 13.71 Buy 13.71 $25.84–32.30 · VW $29.93i $469,260,000 SEC
Price snapshot:
Current price$131.54
52-week low$131.35
52-week high$341.82