If You Followed Seth Klarman Into Vaxcyte in May, He Was Already Long Gone
Baupost Group, via its 13F filed Aug. 13, 2026, reported exiting all of its Vaxcyte (PCVX) shares during the June quarter, cutting 800,000 shares to zero, a reported -$46.5M change. It also exited Willis Towers Watson (WTW), reducing 893,126 shares to zero, -$259.6M. The article cites Vaxcyte’s pre-revenue status and upcoming OPUS-1 Phase 3 topline in Q4 2026.
