 | |
Ron Baron13F | |
| Baron Funds | |
| Last update 2025-01-03 | 328 Stocks (18 new) |
| Value $37.70 Bil | Turnover 3 % |
| Portfolio Report | |
Ron Baron Profile
Ron Baron is the founder of Baron Capital Management. He is Co-Portfolio Manager of Baron Asset Fund and remains Portfolio Manager of the Growth and Partners Funds. Baron graduated from Bucknell University with a B.A. in Chemistry, and later attended George Washington University Law School in the evenings.
Ron Baron Investing Philosophy
Ron Baron invests primarily in small and mid-size growth companies. He likes companies with open-ended growth opportunities and defensible niches. He applies a bottom-up company research, invests for the long-term, and tries to purchase companies at what he believes are attractive prices. He invests in growth companies using a value-oriented purchase discipline. Baron ignores short-term market fluctuations when he believes the fundamental reasons for purchasing a company have not changed. He holds investments for longer than five years on average.
Ron Baron's Portfolio
Ron Baron Current Holdings
| Ticker |
|---|
| Ticker |
BLDR |
ABNB |
TWFG |
LINE |
KYMR |
BRX |
PCVX |
VNO |
ADC |
DUOL |
VWO |
JD |
IRM |
GCMG |
RARE |
CZR |
INSM |
REGN |
KKR |
MAC |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
BLDR | Builders FirstSource Inc | 187,444 | 36337.890 | New Holding | 0.100 | +0.10% | 0.160 | -27.01% | -2.08% | 16107.294 | Construction | |
ABNB | Airbnb Inc | 134,000 | 16992.540 | New Holding | 0.050 | +0.05% | 0.020 | -2.39% | -1.35% | 80989.148 | Travel & Leisure | |
TWFG | TWFG Inc | 728,748 | 19763.650 | New Holding | 0.050 | +0.05% | 4.920 | -1.10% | -6.36% | 427.174 | Insurance | |
LINE | Lineage Inc | 261,228 | 20475.050 | New Holding | 0.050 | +0.05% | 0.110 | -24.35% | -5.29% | 12669.999 | REITs | |
KYMR | Kymera Therapeutics Inc | 25,000 | 1183.250 | New Holding | 0.000 | 0% | 0.040 | -11.73% | -5.12% | 2472.091 | Biotechnology | |
BRX | Brixmor Property Group Inc | 255,165 | 7108.900 | New Holding | 0.020 | +0.02% | 0.080 | -2.53% | -6.13% | 7811.359 | REITs | |
PCVX | Vaxcyte Inc | 31,000 | 3542.370 | New Holding | 0.010 | +0.01% | 0.020 | -27.35% | -0.95% | 10105.531 | Biotechnology | |
VNO | Vornado Realty Trust | 1,912,359 | 75346.950 | New Holding | 0.200 | +0.20% | 1.000 | -2.84% | -10.20% | 7197.002 | REITs | |
ADC | Agree Realty Corp | 95,040 | 7159.360 | New Holding | 0.020 | +0.02% | 0.090 | -5.73% | -2.97% | 7422.712 | REITs | |
DUOL | Duolingo Inc | 91,512 | 25808.210 | New Holding | 0.070 | +0.07% | 0.210 | +9.78% | -1.71% | 14016.559 | Software | |
VWO | Vanguard FTSE Emerging Markets ETF | 14,069 | 673.200 | New Holding | 0.000 | 0% | 0.000 | -8.30% | -2.79% | 79842.241 | ||
JD | JD.com Inc | 808,508 | 32340.320 | New Holding | 0.090 | +0.09% | 0.060 | -23.42% | -4.53% | 47978.450 | Retail - Cyclical | |
IRM | Iron Mountain Inc | 159,114 | 18907.520 | New Holding | 0.050 | +0.05% | 0.050 | -14.46% | -3.76% | 29686.451 | REITs | |
GCMG | GCM Grosvenor Inc | 1,750,000 | 19810.000 | New Holding | 0.050 | +0.05% | 3.900 | +14.95% | +3.99% | 572.914 | Asset Management | |
RARE | Ultragenyx Pharmaceutical Inc | 48,000 | 2666.400 | New Holding | 0.010 | +0.01% | 0.050 | -21.90% | 0% | 3884.923 | Biotechnology | |
CZR | Caesars Entertainment Inc | 1,482,755 | 61890.190 | New Holding | 0.160 | +0.16% | 0.700 | -27.93% | -5.95% | 6678.258 | Travel & Leisure | |
INSM | Insmed Inc | 40,500 | 2956.500 | New Holding | 0.010 | +0.01% | 0.020 | -9.00% | -5.49% | 11673.403 | Biotechnology | |
REGN | Regeneron Pharmaceuticals Inc | 4,500 | 4730.580 | New Holding | 0.010 | +0.01% | 0.000 | -30.24% | -2.17% | 76579.816 | Biotechnology | |
KKR | KKR & Co Inc | 117,954 | 15402.430 | +1,493.97% | 0.040 | +0.04% | 0.010 | +6.00% | -4.72% | 125178.100 | Asset Management | |
MAC | Macerich Co | 1,695,420 | 30924.460 | +742.34% | 0.080 | +0.07% | 0.750 | +9.47% | -3.11% | 4867.990 | REITs |
Total 347
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