Baupost Group as of March 31, 2014
Portfolio Holdings for Baupost Group
Baupost Group holds 20 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 29.5 | $1.2B | 52M | 23.66 | |
| ViaSat (VSAT) | 19.0 | $787M | 11M | 69.04 | |
| Theravance | 15.5 | $641M | 21M | 30.94 | |
| Cheniere Energy (LNG) | 7.6 | $313M | 5.7M | 55.35 | |
| Idenix Pharmaceuticals | 7.3 | $303M | 53M | 5.68 | |
| BP (BP) | 3.7 | $152M | 3.2M | 48.10 | |
| Pbf Energy Inc cl a (PBF) | 3.4 | $140M | 5.4M | 25.80 | |
| Keryx Biopharmaceuticals | 2.6 | $108M | 6.3M | 17.04 | |
| Novagold Resources Inc Cad (NG) | 1.9 | $78M | 22M | 3.61 | |
| ChipMOS Technology Bermuda | 1.8 | $72M | 3.3M | 22.06 | |
| Citigroup Inc Com Us cmn | 1.6 | $67M | 104M | 0.64 | |
| RF Micro Devices | 1.2 | $52M | 6.6M | 7.88 | |
| TriQuint Semiconductor | 1.2 | $51M | 3.8M | 13.39 | |
| Kindred Biosciences | 1.2 | $51M | 2.8M | 18.53 | |
| Syneron Medical Ltd ord | 1.2 | $50M | 4.0M | 12.45 | |
| Alliance One International | 0.5 | $19M | 6.4M | 2.92 | |
| American Intl Group | 0.3 | $13M | 656k | 20.44 | |
| Novacopper | 0.2 | $6.8M | 5.0M | 1.35 | |
| AVEO Pharmaceuticals | 0.1 | $5.7M | 3.8M | 1.50 | |
| Alon Usa Partners Lp ut ltdpart int | 0.1 | $5.5M | 329k | 16.66 |
