Billionaire investor and hedge fund manager Seth Klarman is loading hundreds of millions of dollars into stocks in the technology, healthcare and airline sectors.
Klarman’s Baupost Group’s latest 13F filing He appears The company has opened a new center in the technology giant Amazon (AMZN).
In the fourth quarter of 2025, Baupost Group purchased 2,121,391 shares of AMZN stock valued at $489.659 million.
During the same quarter, the company also acquired government-contracted healthcare company Molina Healthcare (MOH), purchasing 625,000 shares worth $108,463 million. Baupost Group has acquired shares of Mexico’s leading airline, Grupo Aeroméxico SAB de CV (AERO), raising 4,855,180 shares worth $106.620 million.
Meanwhile, Klarman’s hedge fund offloaded 41% of its stake in Alphabet Class A ( GOOG ) stock. Baupost Group sold 770,957 shares of GOOG stock to reduce its ownership to 1,087,181 shares, valued at $341.157 million.
The company also reduced its holdings in Irish materials company CRH PLC by 68% in the latest quarter. Baupost Group sold 2,310,438 shares of CRH stock to reduce its holdings to 1,072,957 shares valued at $133.905 million.
A closer look at the BauPost range He appears Fast food chain Restaurant Brands International (QSR) is its largest holding, representing 10.44% of its portfolio, followed by Amazon with 9.28% and London-based insurance company Willis Towers Watson (WTW) with 8.45%.
This is followed by healthcare company Elevance Health (ELV) with 8.43%, and freight railway company Union Pacific Corp (UNP) with 7.13%.
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