Baupost takes new position in Amazon, expands stake in Gray Television, reduced stakes in Intel, Meta, Alphabet
Seth Klarman's Baupost Fund recently in its 13F filing indicated new positions in New Oriental Education & Technology (EDU) with 8M shares, Amazon (AMZN) with 0.6M shares; the fund has a total worth of $6.77B.



Stakes were increased in The Liberty SiriusXM (LSXMK) (to ~13.25M shares from ~11.16M shares), (LSXMA) (to ~7.32M from ~5.62M), Gray Television (GTN) (to ~2.26M from ~1.29M), Qorvo (QRVO) (to ~6.97M from ~6.65M).

The fund exited Post (POST)
Positions were slashed in Intel (INTC) (to ~8.72M shares from ~16.59M shares), DigitalBridge (DBRG) (to ~13.16M from ~18.37M), Dropbox (DBX) (to ~7.82M from ~10.57M), IronSource (IS) (to ~5.85M from ~7.94M), Verint Systems (VRNT) (to ~0.2M from ~2.21M), Nexstar Media (NXST) (to ~0.28M from ~1.15M), SS&C Technologies (SSNC) (to ~2.96M from ~3.77M), Meta Platforms (META) (to ~0.69M from ~0.97M), Alphabeat (GOOG) (to ~0.17M from ~0.24M), Fiserv (FISV) (to ~3.53M from ~3.99M).
SA Contributor John Vincent also analyzed Baupost Q2 update.