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

Q3 2018

Period Sep 30, 2018Filed Nov 15, 2018View on EDGAR ↗
Positions
38
Total value
$13.06B
Top 10 concentration
72.0%
New positions
0

Holdings · 38

#Class
1
TWENTY FIRST CENTY FOX INC
90130A101
CL A$2.41B18.45%52,001,167
2
CHENIERE ENERGY INC
16411R208
COM NEW$986.49M7.56%14,196,135
3
ALLERGAN PLC
G0177J108
SHS$942.88M7.22%4,950,000
4
VIASAT INC
92552V100
COM$878.17M6.73%13,732,068
5
PG&E CORP
69331C108
COM$873.26M6.69%18,979,790
6
QORVO INC
74736K101
COM$845.79M6.48%11,000,000
7
TWENTY FIRST CENTY FOX INC
90130A200
CL B$793.65M6.08%17,320,922
8
PIONEER NAT RES CO
723787107
COM$696.76M5.34%4,000,000
9
SYNCHRONY FINL
87165B103
COM$507.63M3.89%16,332,929
10
ANTERO RES CORP
03674X106
COM$470.87M3.61%26,587,791
11
TESLA INC
88160RAD3
NOTE 2.375% 3/1$308.55M2.36%300,000,000
12
THERAVANCE BIOPHARMA INC
G8807B106
COM$304.13M2.33%9,309,168
13
LIBERTY GLOBAL PLC
G5480U120
SHS CL C$303.25M2.32%10,768,870
14
COLONY CAP INC NEW
19626G108
CL A COM$302.6M2.32%49,687,370
15
MCKESSON CORP
58155Q103
COM$288.61M2.21%2,175,700
16
ATARA BIOTHERAPEUTICS INC
046513107
COM$258.63M1.98%6,254,632
17
CARDINAL HEALTH INC
14149Y108
COM$255.88M1.96%4,738,485
18
AMERISOURCEBERGEN CORP
03073E105
COM$253.7M1.94%2,751,056
19
TRIBUNE MEDIA CO
896047503
CL A$230.43M1.76%5,996,042
20
ALTABA INC
021346101
COM$191.47M1.47%2,810,775
21
LIBERTY GLOBAL PLC
G5480U104
SHS CL A$143.41M1.10%4,957,205
22
VERITIV CORP
923454102
COM$129.75M0.99%3,564,439
23
YPF SOCIEDAD ANONIMA
984245100
SPON ADR CL D$92.7M0.71%6,000,000
24
KERYX BIOPHARMACEUTICALS INC
492515101
COM$87.69M0.67%25,791,678
25
SINCLAIR BROADCAST GROUP INC
829226109
CL A$85.05M0.65%3,000,000
26
TRANSLATE BIO INC
89374L104
COM$62.39M0.48%6,491,287+237.5%
27
AMC ENTMT HLDGS INC
00165C104
CL A COM$55.99M0.43%2,731,300
28
UNIVAR INC
91336L107
COM$54.3M0.42%1,771,100
29
NOVAGOLD RES INC
66987E206
COM NEW$49.96M0.38%13,467,145
30
GTY TECHNOLOGY HOLDINGS INC
G4182A110
UNIT 99/99/9999$47.61M0.36%4,400,000
31
THERAVANCE BIOPHARMA INC
88339KAA0
NOTE 3.250%11/0$34.58M0.26%30,000,000
32
TRILOGY METALS INC NEW
89621C105
COM$26.01M0.20%13,050,758
33
SABAN CAP ACQUISITION CORP
78516C106
COM CL A$23.57M0.18%2,326,500
34
PARATEK PHARMACEUTICALS INC
699374302
COM$23.23M0.18%2,394,498
35
SHIRE PLC
82481R106
SPONSORED ADR$17.93M0.14%98,932
36
SENTINEL ENERGY SVCS INC
G8062D128
UNIT 11/02/2022$16.45M0.13%1,600,000
37
NEXEO SOLUTIONS INC
65342H110
*W EXP 06/09/202$2.93M0.02%2,850,000
38
SABAN CAP ACQUISITION CORP
78516C114
*W EXP 09/21/202$1.28M0.01%1,163,250
Total filing value: $13.06B