Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Baupost Group ⇄ Blair William & Co/Il
15Shared positions
0.8%Name overlap (Jaccard)
8+Only Baupost Group
15+Only Blair William…
Shared holdings · Q2 2026
| Security | Baupost Group weight | Blair William &… weight |
|---|---|---|
| AMZN Amazon.com, Inc. | 16.5% | 3.6% |
| GOOG Alphabet Inc. | 8.9% | 2.7% |
| ELV Elevance Health Inc. | 9.1% | 0.0% |
| FERG Ferguson plc | 6.4% | 0.1% |
| UNP Union Pacific Corporation | 6.0% | 0.3% |
| GPC Genuine Parts Company | 6.1% | 0.0% |
| V Visa Inc. | 4.4% | 1.6% |
| AON Aon plc | 4.2% | 0.3% |
| WCC WESCO International, Inc. | 4.2% | 0.0% |
| NCLH Norwegian Cruise Line… | 3.0% | 0.0% |
| MOH Molina Healthcare, Inc. | 2.7% | 0.0% |
| CME CME Group Inc. | 2.5% | 0.1% |
| EXP Eagle Materials Inc. | 2.2% | 0.0% |
| COLD Americold Realty Trust… | 2.0% | 0.0% |
| DNOW Dnow Inc. | 0.7% | 0.0% |
Distinctively Baupost Group
| QSR Restaurant Brands… | 9.0% |
| TFX Teleflex Incorporated | 3.3% |
| HLF Herbalife Nutrition… | 2.2% |
| GDS GDS Holdings Limited | 2.1% |
| LBTYA Liberty Global plc | 1.7% |
| AERO | 1.6% |
| AXTA Axalta Coating… | 0.8% |
| PS | 0.2% |
Distinctively Blair William & Co/Il
| AAPL Apple Inc. | 4.3% |
| MSFT Microsoft Corporation | 3.3% |
| NVDA NVIDIA Corporation | 2.8% |
| GOOGL Alphabet Inc. | 2.2% |
| GEV GE Vernova Inc. | 2.0% |
| JPM JPMorgan Chase & Co. | 1.9% |
| SPY State Street SPDR S&P… | 1.6% |
| COST Costco Wholesale… | 1.3% |
| IDXX IDEXX Laboratories… | 1.3% |
| APH Amphenol Corporation | 1.1% |
| MA Mastercard… | 1.1% |
| RSP Invesco S&P 500 Equal… | 1.1% |
| PANW Palo Alto Networks… | 1.1% |
| LLY Eli Lilly and Company | 1.1% |
| META Meta Platforms, Inc. | 1.0% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology