单一明星管理人的 13F-HR 档案页：最新季前十大持仓与季度调仓帧差，/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏；仅展示层，非研究 claim。
独立佐证 · 单一管理人 13F 档案
BAUPOST GROUP LLC/MA/
Baupost（克拉曼）价值SEC EDGAR 13F-HR · 2026-10-19SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-13
EDGAR 13F-HR 申报历史持仓数
23
申报总市值
$5.4M
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $892K | 3.7M | 16.48% |
| 2 | ELEVANCE HEALTH INC FORMERLY | $493K | 1.3M | 9.11% |
| 3 | RESTAURANT BRANDS INTL INC | $490K | 6.8M | 9.04% |
| 4 | ALPHABET INC | $485K | 1.4M | 8.95% |
| 5 | FERGUSON ENTERPRISES INC | $344K | 1.5M | 6.36% |
| 6 | GENUINE PARTS CO | $332K | 2.8M | 6.13% |
| 7 | UNION PAC CORP | $322K | 1.2M | 5.95% |
| 8 | VISA INC | $241K | 701K | 4.44% |
| 9 | WESCO INTL INC | $229K | 663K | 4.23% |
| 10 | AON PLC | $228K | 687K | 4.21% |
| 11 | TELEFLEX INCORPORATED | $179K | 1.4M | 3.30% |
| 12 | NORWEGIAN CRUISE LINE HLDGS | $163K | 7.7M | 3.01% |
| 13 | MOLINA HEALTHCARE INC | $145K | 634K | 2.68% |
| 14 | CME GROUP INC | $137K | 619K | 2.52% |
| 15 | HERBALIFE LTD | $122K | 9.3M | 2.25% |
| 16 | EAGLE MATLS INC | $119K | 531K | 2.21% |
| 17 | GDS HLDGS LTD | $113K | 3.8M | 2.09% |
| 18 | AMERICOLD REALTY TRUST INC | $107K | 6.8M | 1.98% |
| 19 | LIBERTY GLOBAL LTD | $94K | 8.5M | 1.74% |
| 20 | GRUPO AEROMEXICO SAB DE CV | $88K | 4.9M | 1.62% |
| 21 | AXALTA COATING SYS LTD | $44K | 1.3M | 0.81% |
| 22 | DNOW INC | $36K | 2.8M | 0.67% |
| 23 | PERSHING SQUARE INC | $13K | 392K | 0.24% |
前 6 大集中度 · 56%
占比按本页可见持仓（前 ≤50 大）市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据（写死在抓取清单里），非 SEC 数据源字段。