 | |
Ron Baron13F | |
| Baron Funds | |
| Last update 2024-09-09 | 329 Stocks (22 new) |
| Value $34.92 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 |
AAPL |
IBTA |
MLM |
TEM |
ITGR |
LPX |
LOAR |
EPAC |
IOT |
CDNS |
DOC |
IRT |
BEPC |
FRT |
GKOS |
RHP |
VTR |
BHVN |
GRAL |
JSPR |
| 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 |
AAPL | Apple Inc | 300,300 | 63249.190 | +14,788.45% | 0.180 | +0.18% | 0.000 | +6.93% | +19.33% | 3479770.838 | Hardware | |
IBTA | Ibotta Inc | 517,112 | 38866.140 | New Holding | 0.110 | +0.11% | 1.700 | -15.58% | 0% | 1873.314 | Software | |
MLM | Martin Marietta Materials Inc | 69,085 | 37430.250 | New Holding | 0.110 | +0.11% | 0.110 | -1.41% | +10.67% | 33535.535 | Building Materials | |
TEM | Tempus AI Inc | 784,397 | 27453.900 | New Holding | 0.080 | +0.08% | 0.510 | +65.15% | 0% | 7729.827 | Healthcare Providers & Services | |
ITGR | Integer Holdings Corp | 216,677 | 25089.030 | New Holding | 0.070 | +0.07% | 0.650 | +14.29% | +32.69% | 4408.682 | Medical Devices & Instruments | |
LPX | Louisiana-Pacific Corp | 311,644 | 25657.650 | New Holding | 0.070 | +0.07% | 0.440 | +18.03% | +48.70% | 7318.535 | Construction | |
LOAR | Loar Holdings Inc | 300,000 | 16023.000 | New Holding | 0.050 | +0.05% | 0.330 | +26.56% | 0% | 6784.284 | Aerospace & Defense | |
EPAC | Enerpac Tool Group Corp | 410,369 | 15667.890 | New Holding | 0.040 | +0.04% | 0.760 | +9.00% | +35.12% | 2281.149 | Industrial Products | |
IOT | Samsara Inc | 349,294 | 11771.210 | New Holding | 0.030 | +0.03% | 0.060 | +60.76% | +42.60% | 26482.790 | Software | |
CDNS | Cadence Design Systems Inc | 17,180 | 5287.150 | New Holding | 0.020 | +0.02% | 0.010 | -14.13% | +2.93% | 76765.440 | Software | |
DOC | Healthpeak Properties Inc | 339,151 | 6647.360 | New Holding | 0.020 | +0.02% | 0.050 | +13.98% | +15.91% | 15311.023 | REITs | |
IRT | Independence Realty Trust Inc | 323,622 | 6064.680 | New Holding | 0.020 | +0.02% | 0.140 | +17.12% | +40.67% | 4754.545 | REITs | |
BEPC | Brookfield Renewable Corp | 68,643 | 1948.090 | New Holding | 0.010 | +0.01% | 0.040 | +3.17% | +8.88% | 5433.745 | Utilities - Independent Power Producers | |
FRT | Federal Realty Investment Trust | 23,854 | 2408.540 | New Holding | 0.010 | +0.01% | 0.030 | +14.33% | +13.25% | 9556.838 | REITs | |
GKOS | Glaukos Corp | 20,000 | 2367.000 | New Holding | 0.010 | +0.01% | 0.040 | +14.45% | +63.25% | 7147.406 | Medical Devices & Instruments | |
RHP | Ryman Hospitality Properties Inc | 38,149 | 3809.560 | New Holding | 0.010 | +0.01% | 0.060 | +11.04% | +0.90% | 6523.711 | REITs | |
VTR | Ventas Inc | 91,930 | 4712.330 | New Holding | 0.010 | +0.01% | 0.020 | +24.89% | +27.26% | 25698.165 | REITs | |
BHVN | Biohaven Ltd | 35,000 | 1214.850 | New Holding | 0.000 | 0% | 0.040 | +23.34% | -5.56% | 3821.398 | Biotechnology | |
GRAL | GRAIL Inc | 12,798 | 196.710 | New Holding | 0.000 | 0% | 0.040 | -13.53% | 0% | 430.652 | Medical Diagnostics & Research | |
JSPR | Jasper Therapeutics Inc | 20,000 | 454.000 | New Holding | 0.000 | 0% | 0.130 | +3.10% | +203.04% | 361.171 | Biotechnology |
Total 354
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