The latest 13F filing by Baupost Group LLC reveals an aggregate portfolio worth $3.52 billion as of December 31, 2013. This is up from the end-September value of $3.49 billion. The value oriented hedge fund manages close to $25 billion, with most holdings in debt, cash and other assets not reported on the 13F.
Micron Technology tops Baupost’s portfolio holdings
As of the end December, Baupost’s biggest holding as a percentage of portfolio value was Micron Technology, Inc. (NASDAQ:MU) at a whopping 31.83%. The investment advisor owns 51,655,434 shares of Micron Technology Inc. that are currently valued at $1.12 billion.

