Seth Klarman's top holdings (September 2025) include Alphabet Inc (GOOG), a global technology company focused on internet-related services and products.

Seth Klarman is the CEO and portfolio manager of The Baupost Group, a private investment partnership based in Boston. As a long-term value investor, his firm focuses on identifying mispriced securities across various asset classes, often taking a contrarian approach to the market.

Alphabet Inc (GOOG)

Alphabet Inc. stands as a diversified technology conglomerate, primarily known for its Google search engine, Android mobile operating system, and YouTube video platform. The company maintains a significant global presence across advertising, cloud computing through Google Cloud, and various other technological ventures. Alphabet has a market capitalization of $2.58T, with Seth Klarman's position currently valued at $562.44M. Analysts have set a price target of $208.33 for Alphabet, and the company's discounted cash flow analysis suggests a value of $276.45 per share.

Here's an overview of Seth Klarman's trades in Alphabet Inc:

Wesco International, Inc. (WCC)

Wesco International, Inc. is a leading provider of business-to-business distribution and supply chain services. The company offers a wide range of products and solutions, including electrical and industrial supplies, data communication solutions, and safety products, serving customers across industrial, construction, utility, and government sectors. The company's market cap stands at $10.7B, while the current value of Seth Klarman's holding is $485.32M. For Wesco, analysts have set a price target of $246.5.

Here's an overview of Seth Klarman's trades in Wesco International, Inc.:

Willis Towers Watson Public Limited Co (WLTW)

Willis Towers Watson Public Limited Co operates as a global advisory, broking, and solutions company. It assists clients worldwide in managing risk, optimizing benefits, and cultivating talent, leveraging its expertise in areas like human capital, risk management, and insurance. This holding in Seth Klarman's portfolio is currently worth $304.31M. The company has a market capitalization of $24.68B, and its discounted cash flow analysis suggests a value of $266.84 per share.

Here's an overview of Seth Klarman's trades in Willis Towers Watson Public Limited Co:

Anthem Inc (ANTM)

Anthem Inc. is a major health benefits company in the United States, providing a diverse range of health solutions. It offers medical, dental, vision, life, and disability insurance benefits, along with other administrative services, to millions of members across various states. The current value of Seth Klarman's position in Anthem is $297.27M. The company's market capitalization is $114.59B, and its discounted cash flow analysis suggests a value of $501.77 per share.

Here's an overview of Seth Klarman's trades in Anthem Inc:

Viasat, Inc. (VSAT)

Viasat, Inc. is a global communications company that specializes in providing innovative satellite and wireless networking solutions. It delivers high-speed internet, secure networking systems, and global mobile broadband services to government, commercial, and residential customers worldwide. Viasat has a market capitalization of $4.34B, with Seth Klarman's position currently valued at $297.14M. The company's discounted cash flow analysis suggests a value of $20.75 per share.

Here's an overview of Seth Klarman's trades in Viasat, Inc.: