Clarium's Long Equities Basket
It has been widely reported in the press that Peter Thiel’s Clarium got hit on a long equities position the last couple months. Thanks to their 13F, we know as of September 30th, 2008, the long basket included:
Google (GOOG) 2.01M shares worth $811.9M
Financials Select Spyder (XLF) 54.6M shares worth $1.1B
Yahoo (YHOO) 42.65M shares worth $812M
The rest of the positions in the 13F were much smaller and inconsequential.