MarketPR
Second-quarter disclosures from Seth Klarman's Baupost Group put AMZN and GOOGL in focus, with the fund adding to existing Amazon and Alphabet positions while opening a fresh stake in Pershing Square.
The next confirmable data point is the third-quarter filing, which will show whether the firm continued the build or trimmed back.
The positions Baupost reported Baupost entered Pershing Square as a net-new holding in the second quarter. Separately, the firm grew its stakes in both Amazon and Alphabet.
The disclosures include no share counts, dollar values, or cost basis figures for any of the three positions, which means the scale of commitment in each name is not yet quantifiable from publicly available information.
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