Klarman's Baupost Group Files Q1 13F: Raises Stakes in IDIX, NG; Cuts BP, HPQ, MSFT

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Seth Klarman's Baupost Group, L.L.C. hedge fund released its 13F for the quarter ended March 31, 2012. Below is a summary of his equity portfolio positions, which makes up just a percentage of his entire fund.

Raised Stakes
Idenix Pharmaceuticals, Inc. (NASDAQ: IDIX) raised from 5,665,000 shares to 8,249,000 shares
NovaGold Resources, Inc. (NYSE: NG) raised from 7,466,275 shares to 10,000,000 shares
Theravance, Inc. (NASDAQ: THRX) raised from 14,225,961 shares to 14,553,800 shares

Lowered Stakes
Alere (NYSE: ALR) lowered from 2,000,000 shares to 137,700 shares
BP PLC ADS (NYSE: BP) lowered from 12,000,000 shares to 9,320,900 shares
Hewlett-Packard Company (NYSE: HPQ) lowered from 18,750,000 shares to 17,250,000 shares
Microsoft Corp (NASDAQ: MSFT) lowered from 12,000,000 shares to 7,000,000 shares
Multimedia Games Holding Company, Inc. (NASDAQ: MGAM) lowered from 2,525,000 shares to 583,538 shares

Liquidated Stakes
Genworth Financial Inc. Cl A (NYSE: GNW) liquidated
PDL BioPharma, Inc. (NASDAQ: PDLI) liquidated
Targacept, Inc. (NASDAQ: TRGT) liquidated

Maintained Stakes
Alliance One Intl (NYSE: AOI) maintained 8,786,700 share stake
Allied Nevada Gold (NYSE: ANV) maintained 4,012,750 share stake
AVEO Pharmaceuticals, Inc. (NASDAQ: AVEO) maintained 5,084,652 share stake
Central Pacific Financial Corp. (NYSE: CPF) maintained 1,800,000 share stake
Enzon Pharmaceuticals, Inc. (NASDAQ: ENZN) maintained 9,000,878 share stake
Ituran Location and Control Ltd. (NASDAQ: ITRN) maintained 1,685,666 share stake
News Corporation - Class A Shares (NASDAQ: NWSA) maintained 15,041,665 share stake
News Corporation CL B (NASDAQ: NWS) maintained 10,658,335 share stake
Sycamore Networks, Inc. (NASDAQ: SCMR) maintained 530,871 share stake
Syneron Medical Ltd (NASDAQ: ELOS) maintained 4,000,000 share stake
Viasat, Inc. (NASDAQ: VSAT) maintained 10,499,992 share stake

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13Fs, Hedge Funds

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Baupost Group, Seth Klarman, Hedge Funds

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