O Seth Klarman, o se tasi o pule sili o tupe i taimi uma, na fa'afaina le sea a lana kamupani i Amazon.com i le kuata lona fa, o se tasi o le tele o peti tele i kamupani mega-cap tech na faia.
O se faila 13-F na tuʻuina atu i le Securities and Exchange Commission na faʻaalia e Klarman's Baupost le faʻateleina o lana siteki i Amazon.
AMZN,
e 299%. O lona siteki i le Alafapeta
GOOGL,
le matua o Google, na siitia i le 190%, ma lona siteki i Meta Platforms
META,
siʻitia e 151%.
O Klarman i tala faasolopito na sailia ni aseta mafatia, ma o kamupani tekonolosi tetele na mafatia i se mala 2022, aemaise lava Meta, lea na vaʻaia le pa'ū o lona tau i le toeititi lua vaetolu. O le tau a Meta i lenei tausaga ua siʻitia i le 49%, ma ua maua e Amazon le 19%.
Liberty Global
LBTYA,
ma Liperate SiriusXM
LSXMK,
o le pito i luga a le Baupost.
O le Klarman e fa'atatau i le tau e masani ona tauaveina se tulaga tinoitupe tele, lea e le fa'aalia i luga o lipoti 13-F.
E tasi le tupe teufaafaigaluega atonu na faanoanoa ai Klarman: siitia e 250% lana siteki i le Fidelity National Information Services
FIS,
lea na fai mai i le Aso Gafua o loo fuafua e aveese lana pisinisi Worldpay lea na faatauina talu ai nei mo le $43 piliona.
O le Baupost e oo atu i le faaiuga o le tausaga talu ai na maua ai tupe maua e $33 piliona talu mai lona amataga i le 1983, o le lona valu sili lea e le pa puipui i taimi uma, e tusa ai ma faʻamaumauga na tuʻufaʻatasia e LCH Investments.
Punavai: https://www.marketwatch.com/story/hedge-fund-legend-seth-klarman-pounced-on-amazon-and-parent-companies-of-google-and-facebook-in-the-fourth- kuata-66cc98d4?siteid=yhoof2&yptr=yahoo