BD

BARON DISCOVERY FUND | BDFFX

Mutual Fund
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)
Last update 2024-08-28 61 Stocks (8 new)
Value $1.36 Bil Turnover 11 %
Countries:
Portfolio Report
BARON DISCOVERY FUND Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DKNG
DraftKings Inc
1,235,000
47139.950
0%
3.470
0%
0.250
+14.62%
+3.40%
17697.583
Travel & Leisure
CYBR
CyberArk Software Ltd
160,200
43801.880
0%
3.220
0%
0.370
+16.01%
+27.91%
12208.866
Software
AEIS
Advanced Energy Industries Inc
395,321
42995.110
0%
3.160
0%
1.050
+13.93%
+2.55%
4196.403
Industrial Products
AXON
Axon Enterprise Inc
144,095
42398.510
0%
3.120
0%
0.190
+54.14%
+70.75%
33335.087
Aerospace & Defense
KTOS
Kratos Defense & Security Solutions Inc
1,942,158
38862.580
0%
2.860
0%
1.290
+14.52%
+14.29%
3501.674
Aerospace & Defense
MEG
Montrose Environmental Group Inc
869,583
38748.620
0%
2.850
0%
2.540
-1.04%
-16.90%
913.939
Waste Management
GTLS
Chart Industries Inc
250,000
36085.000
+11.11%
2.650
+0.27%
0.580
+28.60%
+9.34%
6381.844
Industrial Products
PAR
PAR Technology Corp
750,000
35317.500
+7.14%
2.600
+0.17%
2.070
+38.85%
+43.66%
2269.560
Software
TXRH
Texas Roadhouse Inc
200,000
34342.000
0%
2.520
0%
0.300
+17.21%
+56.54%
12620.300
Restaurants
GTLB
GitLab Inc
677,889
33704.640
-12.86%
2.480
-0.39%
0.430
+32.22%
-10.39%
9051.179
Software

BARON DISCOVERY FUND's Historical Top Holdings Breakdowns

BARON DISCOVERY FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BYD
Boyd Gaming Corp2024-06-30Sold Out
-2.42%
50.36 ($57.08) 67.67
$68.92
20.74%
Sold Out
0
-535,000
AXNX
Axonics Inc2024-06-30Reduce
-2.25%
66.47 ($67.36) 69.65
$70.31
4.38%
Reduce -86.56%
75,640
-487,342
PCOR
Procore Technologies Inc2024-06-30New Buy
+1.58%
63.05 ($69.38) 80.32
$67.07
-3.33%
New holding
325,000
325,000
SMAR
Smartsheet Inc2024-06-30Sold Out
-1.54%
36.58 ($39.86) 44.29
$55.80
39.99%
Sold Out
0
-595,000
TEM
Tempus AI Inc2024-06-30New Buy
+1.44%
24.96 ($30.66) 40.25
$44.50
45.14%
New holding
560,775
560,775
ITGR
Integer Holdings Corp2024-06-30New Buy
+1.34%
109.58 ($116.78) 123.27
$128.68
10.19%
New holding
158,000
158,000
ALGM
Allegro Microsystems Inc2024-06-30Sold Out
-1.11%
25.68 ($28.47) 30.79
$20.64
-27.50%
Sold Out
0
-613,200
EPAC
Enerpac Tool Group Corp2024-06-30New Buy
+1.05%
34.75 ($37.06) 39.32
$46.73
26.09%
New holding
375,000
375,000
EXAS
Exact Sciences Corp2024-06-30New Buy
+1.03%
41.33 ($55.02) 74.26
$71.51
29.97%
New holding
330,000
330,000
INSP
Inspire Medical Systems Inc2024-06-30New Buy
+1.02%
133.83 ($189.24) 251.19
$199.00
5.16%
New holding
104,000
104,000

BARON DISCOVERY FUND Total Holding History ($B)

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BARON DISCOVERY FUND's Asset Allocation

To

BARON DISCOVERY FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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BARON DISCOVERY FUND's Hypothetical Growth since 2024-06-30

BARON DISCOVERY FUND's Yearly Returns

Year Portfolio % % Excess Gain %

BARON DISCOVERY FUND's Holdings Heat Map

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BARON DISCOVERY FUND's Holdings Bubble Chart

BARON DISCOVERY FUND News

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