Seth Klarman is a value investing guru. Baupost Group, a Boston-based firm, was co-founded by him. Among investors, his book Margin of Safety is considered a cult classic. The book was only printed in 5000 copies, and only 5000 copies were sold. The Baupost Group manages more than $12.3 billion in 13F securities as an investment fund. The technology sector accounts for 42.3 percent of the fund’s overall holdings. Large-cap stocks dominate the company’s portfolio.
Insider Monkey looks towards the top 10 stock picks in Seth Klarman’s portfolio. Willis Towers Watson Public Limited Company is a global risk management, insurance brokerage, and consultancy firm based in the United Kingdom. Seth Klarman’s Baupost Group owns more than 1.89 million shares of Willis Towers Watson, valued at approximately $435 million. Seth Klarman’s portfolio has Translate Bio Inc. as the ninth best stock pick. By the end of the second quarter of 2021, 17 hedge funds had invested $667.4 million in Translate Bio. Baupost Group, led by Seth Klarman, presently owns 1.54 million shares of Facebook, Inc., valued at $537.9 million. 266 hedge funds held $42 billion in Facebook stock at the end of the second quarter of 2021. Micron Technology, Inc. is held by Seth Klarman’s Baupost Group, which owns 7.16 million shares worth $608.7 million, or 4.93 percent of the fund’s portfolio. 87 hedge funds in Insider Monkey’s database had positions in Micron Technologies totaling $6.3 billion at the end of the second quarter of 2021. Seth Klarman’s top 10 stock picks were Alphabet Inc. and Apple Inc. Insider Monkey analyzed 155 hedge funds with positions in Alphabet Inc. totaling about $33.7 billion as of the second quarter of 2021. For more details, click Top 10 Stock Picks In Seth Klarman’s Portfolio.