Seth Klarman's position in Alphabet is currently worth $267 Million. That's 8.50% of their entire equity portfolio (4th largest holding). The first Alphabet trade was made in Q1 2020. Since then Seth Klarman bought shares six more times and sold shares on eleven occasions. The stake costed the investor $126 Million, netting the investor a gain of 111% so far.
Like many of the investing greats, Seth Klarman takes a value approach, in which he tries to find stocks and other assets trading below their intrinsic value...
Ardent value investor Seth Klarman is swapping out shares of search engine juggernaut Alphabet for a relatively unknown pharmaceutical stock that has a forwa...
Seth Klarman's hedge fund, Baupost Group, cut its position in Google-owner Alphabet in the second-quarter of 2024 while also snapping up a stake in health in...