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Seth Klarman

Baupost Group

"가치투자의 은둔자" -- Margin of Safety 저자. 극도로 보수적 운용.

AMZN +9.3%+3 new-3 exitSEC 13F | 2026-02-13 공시

포트폴리오 구성

Q4 25

QSRQSR 10.4%
AMZNAMZN 9.3%
G96629G96629 8.5%
ELVELV 8.4%
UNPUNP 7.1%
WCCWCC 6.6%
GOOGGOOG 6.5%
FERGFERG 4.8%
DGDG 5.2%
기타 33.2%
...
...

현재 보유 종목

#종목비중추이변동
1QSRQSR10.4%
-0.6%
2AMZNAMZN9.3%
신규
3G96629G966298.5%
+0.6%
4ELVELV8.4%
-0.5%
5UNPUNP7.1%
-0.3%
6WCCWCC6.6%
-0.1%
7GOOGGOOG6.5%
-3.0%
8FERGFERG5.7%
+0.5%
9DGDG5.2%
-0.6%
10FERGFERG4.8%
-0.6%