US Top News and Analysis | Seth Klarman’s Baupost makes Amazon top holding, starts Aon and Visa stakes

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Seth Klarman’s Baupost Group significantly boosted its exposure to Amazon—raising the stake by 47% to roughly $650 million and making the e‑commerce and cloud giant its largest disclosed U.S. equity holding—while also taking sizable new positions in insurance broker Aon, payments network Visa and medical‑device maker Teleflex, and tweaking other holdings such as increasing its stakes in Alphabet and Ferguson Enterprises and trimming Union Pacific and Willis Towers Watson. The moves, detailed in a recent regulatory filing, reflect Baupost’s search for opportunities amid AI‑driven market valuations, underscoring Klarman’s patient, value‑oriented approach that has earned him the nickname “Oracle of Boston” and frequent comparisons to Warren Buffett.

Read more: https://www.cnbc.com/2026/05/15/seth-klarmans-baupost-makes-amazon-top-holding-starts-aon-and-visa-stakes.html

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Aswath Damodaran on Value Investing:

Part 1 (http://aswathdamodaran.blogspot.com/2020/10/value-investing-i-back-story.html).

Part 2 (http://aswathdamodaran.blogspot.com/2020/10/value-investing-ii-tough-times-for.html).

Part 3 (http://aswathdamodaran.blogspot.com/2020/10/value-investing-iii-requiem-rebirth-or.html).

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