BF

Baron Focused Growth Fund | BFGFX

Mutual Fund
BARON SELECT FUNDS
Last update 2024-08-28 29 Stocks (1 new)
Value $1.22 Bil Turnover 4 %
Countries:
Top Holdings: TSLA(9.94%)ACGL(7.42%)SPOT(6.72%)H(6.21%)GWRE(5.93%)
Portfolio Report
Summary Stock Picks Current Portfolio
Baron Focused Growth 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
TSLA 		Tesla Inc
615,000
121696.200
0%
9.940
0%
0.020
+26.43%
+1.19%
807137.401
Vehicles & Parts
ACGL 		Arch Capital Group Ltd
900,000
90801.000
0%
7.420
0%
0.240
+0.46%
+29.93%
36303.300
Insurance
SPOT 		Spotify Technology SA
262,000
82212.980
0%
6.720
0%
0.130
+18.08%
+103.62%
76835.230
Interactive Media
H 		Hyatt Hotels Corp
500,000
75960.000
0%
6.210
0%
0.500
+6.95%
+10.06%
13743.094
Travel & Leisure
GWRE 		Guidewire Software Inc
526,300
72571.510
0%
5.930
0%
0.640
+33.00%
+70.77%
15552.097
Software
MTN 		Vail Resorts Inc
343,842
61936.260
+25.03%
5.060
+1.01%
0.910
-0.25%
-18.48%
6292.570
Travel & Leisure
ONON 		On Holding AG
1,510,000
58588.000
+1.34%
4.790
+0.06%
0.470
+28.57%
+77.53%
15327.359
Manufacturing - Apparel & Accessories
IBKR 		Interactive Brokers Group Inc
455,000
55783.000
0%
4.560
0%
0.420
+42.86%
+87.77%
16859.745
Capital Markets
RRR 		Red Rock Resorts Inc
1,002,100
55045.350
+3.09%
4.500
+0.13%
1.680
+5.86%
+1.23%
3119.853
Travel & Leisure
FDS 		FactSet Research Systems Inc
125,000
51033.750
0%
4.170
0%
0.330
+16.75%
-1.20%
17777.260
Capital Markets

Baron Focused Growth Fund's Historical Top Holdings Breakdowns

Baron Focused Growth 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
MGM 		MGM Resorts International2024-06-30Sold Out
-2.05%
●
38.53 ($41.8) 47.78
$36.23
-13.33%
Sold Out
0
-537,900
BNTX 		BioNTech SE2024-06-30Reduce
-1.23%
●
80.36 ($91.41) 102.87
$110.97
21.40%
Reduce -76.85%
49,778
-165,222
MTN 		Vail Resorts Inc2024-06-30Add
+1.01%
●
173.94 ($198.87) 232.25
$167.97
-15.54%
Add 25.03%
343,842
68,842
SHOP 		Shopify Inc2024-06-30Add
+0.94%
●
56.97 ($66.33) 78.19
$79.57
19.96%
Add 50%
525,000
175,000
ILMN 		Illumina Inc2024-06-30Add
+0.35%
●
98.22 ($112.1) 129.83
$154.96
38.23%
Add 19.62%
251,200
41,200
LVS 		Las Vegas Sands Corp2024-06-30Add
+0.33%
●
43.25 ($46.66) 53.96
$50.34
7.89%
Add 32.73%
365,000
90,000
BIRK 		Birkenstock Holding PLC2024-06-30Add
+0.24%
●
41.99 ($49.56) 61.47
$46.26
-6.66%
Add 10.19%
595,000
55,000
CHH 		Choice Hotels International Inc2024-06-30Add
+0.24%
●
109.76 ($117.91) 126.22
$139.46
18.28%
Add 6.67%
400,000
25,000
DNUT 		Krispy Kreme Inc2024-06-30Add
+0.22%
●
10.12 ($12.41) 15.33
$12.21
-1.61%
Add 7.92%
3,340,000
245,000
RRR 		Red Rock Resorts Inc2024-06-30Add
+0.13%
●
48.57 ($54.26) 62.48
$52.33
-3.56%
Add 3.09%
1,002,100
30,000

Baron Focused Growth Fund Total Holding History ($B)

To

Baron Focused Growth Fund's Asset Allocation

To

Baron Focused Growth Fund Past Portfolios

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

Top Ranked Articles

  • 1

Baron Focused Growth Fund's Hypothetical Growth since 2024-06-30

Baron Focused Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Baron Focused Growth Fund's Holdings Heat Map

Size field:

Baron Focused Growth Fund's Holdings Bubble Chart

Baron Focused Growth Fund News

  • 1

Discussions on Baron Focused Growth Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.