KUJIRA WATCH / ボーポスト・グループ（Baupost Group LLC）
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Baupost Group LLC

ボーポスト・グループ
13F報告額 $5.1B
FIG. 01 — 上位保有銘柄（2026-03-31 時点）
AMZNAMAZON COM INC12.7%$649.5M
QSRRESTAURANT BRANDS INTL INC11.7%$597.2M
WCCWESCO INTL INC7.7%$393.2M
UNPUNION PAC CORP7.3%$373.9M
ELVELEVANCE HEALTH INC FORMERLY7.3%$373.3M
GOOGALPHABET INC6.6%$338.8M
FERGFERGUSON ENTERPRISES INC6.6%$336.5M
WILLIS TOWERS WATSON PLC LTD5.1%$259.6M
AON PLC4.9%$248.2M
VVISA INC4.1%$212.0M
TFXTELEFLEX INCORPORATED3.7%$190.8M
EXPEAGLE MATLS INC3.3%$169.1M
増加・新規
DNOWDNOW INCNEW
AON PLCNEW
VVISA INCNEW
TFXTELEFLEX INCORPORATEDNEW
NORWEGIAN CRUISE LINE HLDGSNEW
PCVXVAXCYTE INCNEW
COLDAMERICOLD REALTY TRUST INC+123.86%
AMZNAMAZON COM INC+47.01%
FERGFERGUSON ENTERPRISES INC+26.86%
GOOGALPHABET INC+8.64%
減少・売却
TBNTAMBORAN RES CORPEXITED
DGDOLLAR GEN CORP NEWEXITED
FISVFISERV INCEXITED
CRH PLCEXITED
LIBERTY GLOBAL LTDEXITED
FISFIDELITY NATL INFORMATION SVEXITED
LIBERTY GLOBAL LTD-35.85%
WILLIS TOWERS WATSON PLC LTD-34.21%
EXPEAGLE MATLS INC-24.68%
UNPUNION PAC CORP-5.3%