Baupost Group

Managed by Seth Klarman

AUM Tracked

$27.3B

AI Exposure

8.4%

AI vs Non-AI Sector Exposure

AI & Semiconductors7.3%

Other Tech0.0%

4.1%

3.2%

AI & Tech holdings for Baupost Group

Ticker	Company	Shares	Value	% of Portfolio	Action Last Quarter
$TSMAI	Taiwan Semiconductor	420,000	$75.1M	4.1%	New Position
$NVDAAI	NVIDIA Corporation	160,000	$199.6M	3.2%	New Position