BAUPOST GROUP LLC/MA Information

10 ST JAMES AVE, BOSTON, Massachusetts, 02116, (617) 210-8300

Report Date: 03/31/2015

Position Statistics

Total Positions 28
New Positions 2
Increased Positions 10
Decreased Positions 2
Positions with Activity 12
Sold Out Positions 1
Total Mkt Value (in $ millions) 5,935

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.55%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.14%
Energy 31.77%
Financial 3.05%
Healthcare 10.36%
Services 9.82%
Technology 23.04%
Transportation
Utilities

28 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHENIERE ENERGY INC COM NEW 1,036,371 New 13,807,230
VIASAT INC COM 730,394 New 11,533,137
EBAY INC COM 582,746 New 9,315,000
MICRON TECHNOLOGY INC COM 560,046 New 19,706,035
PIONEER NAT RES CO COM 474,312 474,312 New 3,166,937
ANTERO RES CORP COM 369,515 59,290 19.11 9,347,700
THERAVANCE INC COM 335,782 New 19,815,983
PBF ENERGY INC CL A 229,139 New 8,663,114
KERYX BIOPHARMACEUTICALS INC COM 226,711 41,332 22.30 22,380,200
ATARA BIOTHERAPEUTICS INC COM 193,531 92,123 90.84 4,763,265
FORWARD PHARMA A/S SPONSORED ADR 186,675 New 5,367,300
SUNEDISON SEMICONDUCTOR LTD SHS 185,366 88,074 90.53 7,897,979
VERITIV CORP COM 95,001 -1,663 (1.72) 2,274,385
NOVAGOLD RES INC COM NEW 88,488 New 21,688,300
THERAVANCE BIOPHARMA INC COM 88,050 4,223 5.04 6,366,577
OCWEN FINL CORP COM NEW 78,182 18,631 31.29 7,833,884
CHIPMOS TECH BERMUDA LTD SHS 76,926 New 3,283,235
CITIGROUP INC WT EXP 010419 72,898 New 102,673,007
KLX INC COM 65,940 65,940 New 1,500,000
KOSMOS ENERGY LTD SHS 64,240 New 7,242,354