Seth Klarman Portfolio — Baupost Group SEC 13F Live | 세스 클라만 포트폴리오 실시간 추적
Track Seth Klarman's Baupost Group portfolio. SEC 13F value investing holdings.
세스 클라만의 바우포스트 그룹 포트폴리오. SEC 13F 공시 가치투자 종목.
About Seth Klarman | 세스 클라만 소개
Seth Klarman, founder of Baupost Group, is a value investing legend and author of "Margin of Safety".
세스 클라만은 바우포스트 그룹의 설립자로, 가치투자의 대가이자 "안전마진"의 저자입니다.
Seth Klarman's Top 15 Holdings | 세스 클라만 Top 보유 종목
Based on the latest SEC 13F filing, Seth Klarman holds a total of 22 stocks through Baupost Group.
최신 SEC 13F 공시 기준, Baupost Group를 통해 총 22개 종목을 보유하고 있습니다.
- AMZN — 12.7% of portfolio
- QSR — 11.67% of portfolio
- WCC — 7.69% of portfolio
- UNP — 7.31% of portfolio
- ELV — 7.3% of portfolio
- GOOG — 6.62% of portfolio
- FERG — 6.58% of portfolio
- WTW — 5.08% of portfolio
- AON — 4.85% of portfolio
- V — 4.14% of portfolio
- TFX — 3.73% of portfolio
- EXP — 3.31% of portfolio
- GPC — 3.08% of portfolio
- LBTYK — 3.07% of portfolio
- HLF — 2.66% of portfolio
What You Can Track on This Page | 세스 클라만 페이지 상세 정보
- Complete SEC 13F holdings updated quarterly | 최신 SEC 13F 공시 기반 전체 보유 종목
- Trade history: new buys, additions, sells, and liquidations | 분기별 매매 내역(신규 매수, 추가 매수, 매도, 청산)
- Sector allocation and portfolio concentration analysis | 포트폴리오 섹터 비중 분석
- Assets Under Management (AUM) trend | AUM(운용자산) 변화 추이
- Compare with other legendary investors | 다른 월가 전설 투자자와의 포트폴리오 비교
Top 20 Most-Held Stocks by Legendary Investors | 월가 전설들이 가장 많이 보유한 종목
- 아마존 (AMZN) — 18 legendary investors hold this stock
- 알파벳 (GOOGL) — 15 legendary investors hold this stock
- 알파벳C (GOOG) — 14 legendary investors hold this stock
- 메타 (META) — 14 legendary investors hold this stock
- TSMC (TSM) — 14 legendary investors hold this stock
- 브로드컴 (AVGO) — 13 legendary investors hold this stock
- 마이크로소프트 (MSFT) — 13 legendary investors hold this stock
- 엔비디아 (NVDA) — 13 legendary investors hold this stock
- 씨그룹 (SE) — 12 legendary investors hold this stock
- 우버 (UBER) — 12 legendary investors hold this stock
- 애플 (AAPL) — 11 legendary investors hold this stock
- ADVANCED MICRO DEVICES (AMD) — 11 legendary investors hold this stock
- 캐피털원 (COF) — 11 legendary investors hold this stock
- CRH PLC (CRH) — 11 legendary investors hold this stock
- 코어위브 (CRWV) — 11 legendary investors hold this stock
- 도어대시 (DASH) — 11 legendary investors hold this stock
- LAM RESEARCH CORP (LRCX) — 11 legendary investors hold this stock
- LAM RESEARCH CORP (LRCX) — 11 legendary investors hold this stock
- 마이크론 (MU) — 11 legendary investors hold this stock
- 클라우드플레어 (NET) — 11 legendary investors hold this stock