13F.
BAUPOST GROUP LLC/MA
13F-HR

Q2 2013

Period Jun 30, 2013Filed Aug 14, 2013View on EDGAR ↗
Positions
24
Total value
$4.02B
Top 10 concentration
92.3%
New positions
24

Holdings · 24

#Class
1
VIASAT INC
92552V100
COM$786.06M19.54%11,000,000New
2
BP PLC
055622104
SPONSORED ADR$776.26M19.30%18,597,482New
3
THERAVANCE INC
88338T104
COM$637.25M15.84%16,538,977New
4
MICRON TECHNOLOGY INC
595112103
COM$594.7M14.79%41,500,000New
5
AMERICAN INTL GROUP INC
026874784
COM NEW$452.37M11.25%10,120,227New
6
ROVI CORP
779376102
COM$140.69M3.50%6,160,000New
7
IDENIX PHARMACEUTICALS INC
45166R204
COM$96.63M2.40%26,767,000New
8
THERAVANCE INC
88338TAA2
NOTE 3.000% 1/1$79.43M1.97%51,000,000New
9
CITIGROUP INC
172967226
*W EXP 01/04/201$74.08M1.84%94,246,007New
10
ORACLE CORP
68389X105
COM$73.3M1.82%2,386,890New
11
CHIPMOS TECH BERMUDA LTD
G2110R114
SHS$53.47M1.33%2,763,530New
12
NOVAGOLD RES INC
66987E206
COM NEW$45.76M1.14%21,688,300New
13
SYNERON MEDICAL LTD
M87245102
ORD SHS$34.8M0.87%4,000,000New
14
YAMANA GOLD INC
98462Y100
COM$30.96M0.77%3,255,500New
15
ALLIANCE ONE INTL INC
018772103
COM$29.15M0.72%7,669,969New
16
CENTRAL PAC FINL CORP
154760409
COM NEW$26.85M0.67%1,491,731New
17
ITURAN LOCATION AND CONTROL
M6158M104
SHS$17.52M0.44%1,038,342New
18
ENZON PHARMACEUTICALS INC
293904108
COM$15.38M0.38%7,691,453New
19
MICRON TECHNOLOGY INC
595112AK9
DEBT 1.875% 6/0$15.2M0.38%11,367,000New
20
AMERICAN INTL GROUP INC
026874156
*W EXP 01/19/202$11.97M0.30%656,443New
21
KINROSS GOLD CORP
496902404
COM NO PAR$10.72M0.27%2,102,700New
22
AVEO PHARMACEUTICALS INC
053588109
COM$9.57M0.24%3,829,350New
23
NOVACOPPER INC
66988K102
COM$8.76M0.22%5,005,298New
24
PRETIUM RES INC
74139C102
COM$1.03M0.03%155,700New
Total filing value: $4.02B