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

Q1 2015

Period Mar 31, 2015Filed May 15, 2015View on EDGAR ↗
Positions
28
Total value
$5.95B
Top 10 concentration
80.2%
New positions
2

Exited positionsvs. Q4 2014

  • SYNERON MEDICAL LTD ($22.54M)

Holdings · 28

#Class
1
CHENIERE ENERGY INC
16411R208
COM NEW$1.07B17.96%13,807,230
2
VIASAT INC
92552V100
COM$687.49M11.55%11,533,137
3
EBAY INC
278642103
COM$537.29M9.03%9,315,000
4
MICRON TECHNOLOGY INC
595112103
COM$534.63M8.98%19,706,035
5
PIONEER NAT RES CO
723787107
COM$517.83M8.70%3,166,937New
6
ANTERO RES CORP
03674X106
COM$330.16M5.55%9,347,700+19.1%
7
THERAVANCE INC
88338T104
COM$311.51M5.23%19,815,983
8
PBF ENERGY INC
69318G106
CL A$293.85M4.94%8,663,114
9
KERYX BIOPHARMACEUTICALS INC
492515101
COM$284.9M4.79%22,380,200+22.3%
10
SUNEDISON SEMICONDUCTOR LTD
Y8213L102
SHS$203.93M3.43%7,897,979+90.5%
11
ATARA BIOTHERAPEUTICS INC
046513107
COM$192.8M3.24%4,763,265+90.8%
12
FORWARD PHARMA A/S
34986J105
SPONSORED ADR$152M2.55%5,367,300
13
THERAVANCE BIOPHARMA INC
G8807B106
COM$110.46M1.86%6,366,577+5.0%
14
VERITIV CORP
923454102
COM$100.37M1.69%2,274,385-1.7%
15
CHIPMOS TECH BERMUDA LTD
G2110R114
SHS$80.97M1.36%3,283,235
16
CITIGROUP INC
172967226
*W EXP 01/04/201$74.95M1.26%102,673,007
17
OCWEN FINL CORP
675746309
COM NEW$64.63M1.09%7,833,884+31.3%
18
NOVAGOLD RES INC
66987E206
COM NEW$64.2M1.08%21,688,300
19
KLX INC
482539103
COM$57.81M0.97%1,500,000New
20
KOSMOS ENERGY LTD
G5315B107
SHS$57.29M0.96%7,242,354
21
PARATEK PHARMACEUTICALS INC
699374302
COM$54.24M0.91%1,735,218
22
BELLATRIX EXPLORATION LTD
078314101
COM$53.07M0.89%21,840,500+20.6%
23
THERAVANCE INC
88338TAB0
NOTE 2.125% 1/1$41.24M0.69%48,230,000+20.3%
24
AMERICAN INTL GROUP INC
026874156
*W EXP 01/19/202$27.45M0.46%1,254,750+41.1%
25
KINDRED BIOSCIENCES INC
494577109
COM$21.52M0.36%3,013,848
26
ALON USA PARTNERS LP
02052T109
UT LTDPART INT$17.45M0.29%954,188
27
ALLIANCE ONE INTL INC
018772103
COM$7.02M0.12%6,383,641
28
NOVACOPPER INC
66988K102
COM$3.58M0.06%6,005,298
Total filing value: $5.95B