Baupost Group as of June 30, 2014
Portfolio Holdings for Baupost Group
Baupost Group holds 24 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 27.7 | $1.7B | 52M | 32.95 | |
| Idenix Pharmaceuticals | 20.7 | $1.3B | 53M | 23.81 | |
| ViaSat (VSAT) | 10.9 | $669M | 12M | 57.96 | |
| Theravance | 9.9 | $607M | 20M | 29.78 | |
| Cheniere Energy (LNG) | 7.0 | $429M | 6.0M | 71.70 | |
| eBay (EBAY) | 3.6 | $222M | 4.4M | 50.06 | |
| Theravance Biopharma (TBPH) | 3.1 | $193M | 6.1M | 31.88 | |
| Keryx Biopharmaceuticals | 2.6 | $162M | 11M | 15.38 | |
| Pbf Energy Inc cl a (PBF) | 2.4 | $149M | 5.6M | 26.65 | |
| RF Micro Devices | 1.5 | $94M | 9.8M | 9.59 | |
| TriQuint Semiconductor | 1.5 | $93M | 5.9M | 15.81 | |
| Novagold Resources Inc Cad (NG) | 1.5 | $91M | 22M | 4.21 | |
| ChipMOS Technology Bermuda | 1.3 | $79M | 3.3M | 24.13 | |
| Citigroup Inc Com Us cmn | 1.2 | $75M | 123M | 0.61 | |
| Sunedison Semiconductor | 1.1 | $70M | 4.1M | 16.93 | |
| Kosmos Energy | 0.9 | $53M | 4.8M | 11.23 | |
| Kindred Biosciences | 0.8 | $52M | 2.8M | 18.64 | |
| Syneron Medical Ltd ord | 0.7 | $41M | 4.0M | 10.32 | |
| Boyd Gaming Corporation (BYD) | 0.6 | $34M | 2.8M | 12.13 | |
| American Intl Group | 0.3 | $21M | 789k | 26.60 | |
| Alliance One International | 0.3 | $16M | 6.4M | 2.50 | |
| AVEO Pharmaceuticals | 0.1 | $7.0M | 3.8M | 1.83 | |
| Alon Usa Partners Lp ut ltdpart int | 0.1 | $5.9M | 329k | 17.93 | |
| Novacopper | 0.1 | $5.5M | 5.0M | 1.09 |
