 | |
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 Top Holdings of 2024-09-30
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 | 14,928,529 | 3905751.040 | -3.79% | 10.360 | -0.33% | 0.470 | +65.32% | -2.25% | 1267138.950 | Vehicles & Parts | |
ACGL | Arch Capital Group Ltd | 20,725,357 | 2318752.940 | -0.93% | 6.150 | -0.06% | 5.510 | -16.75% | -2.36% | 33925.730 | Insurance | |
IT | Gartner Inc | 4,022,384 | 2038383.320 | -3.86% | 5.410 | -0.21% | 5.220 | -5.73% | +0.94% | 37718.663 | Software | |
CSGP | CoStar Group Inc | 18,785,436 | 1417173.290 | -2.52% | 3.760 | -0.10% | 4.580 | -6.63% | -2.40% | 28643.871 | Real Estate | |
MSCI | MSCI Inc | 2,157,431 | 1257631.250 | -2.62% | 3.340 | -0.08% | 2.750 | -3.70% | -4.05% | 45120.705 | Capital Markets | |
FDS | FactSet Research Systems Inc | 2,478,027 | 1139520.720 | -6.58% | 3.020 | -0.20% | 6.520 | -0.01% | -5.68% | 17228.371 | Capital Markets | |
GWRE | Guidewire Software Inc | 6,008,129 | 1099127.120 | -1.91% | 2.920 | -0.05% | 7.190 | -6.73% | +1.45% | 14284.299 | Software | |
IDXX | IDEXX Laboratories Inc | 1,923,258 | 971668.410 | -5.51% | 2.580 | -0.16% | 2.350 | -11.67% | +1.12% | 34231.884 | Medical Diagnostics & Research | |
MTN | Vail Resorts Inc | 5,185,136 | 903717.350 | +2.70% | 2.400 | +0.06% | 13.840 | +6.72% | -4.29% | 6716.815 | Travel & Leisure | |
H | Hyatt Hotels Corp | 5,483,404 | 834574.090 | +1.27% | 2.210 | +0.03% | 5.710 | -1.95% | -3.76% | 14508.520 | Travel & Leisure |
Ron Baron's Historical Top Holdings Breakdowns
Ron Baron's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 2024-06-30 | Reduce | -0.80% | 142.05 ($174.77) 197.88 | $394.74 | 125.86% | Reduce -9.88% | 15,516,436 | -1,701,359 | |
VAC | Marriott Vacations Worldwide Corp | 2023-12-31 | Reduce | -0.38% | 72.9 ($85.33) 99.12 | $83.20 | -2.50% | Reduce -46.96% | 1,447,205 | -1,281,447 | |
BIRK | Birkenstock Holding PLC | 2023-12-31 | New Buy | +0.38% | 36.38 ($43.3) 50.06 | $56.60 | 30.72% | New holding | 2,934,001 | 2,934,001 | |
PENN | PENN Entertainment Inc | 2024-03-31 | Reduce | -0.34% | 16.6 ($20.65) 25.95 | $19.19 | -7.07% | Reduce -93.13% | 353,399 | -4,789,345 | |
TSLA | Tesla Inc | 2024-09-30 | Reduce | -0.33% | 191.76 ($228.05) 263.26 | $394.74 | 73.09% | Reduce -3.79% | 14,928,529 | -587,907 | |
TSLA | Tesla Inc | 2024-03-31 | Reduce | -0.32% | 162.5 ($195.37) 248.42 | $394.74 | 102.05% | Reduce -2.77% | 17,217,795 | -490,694 | |
BYD | Boyd Gaming Corp | 2024-06-30 | Reduce | -0.32% | 50.36 ($57.08) 67.67 | $71.08 | 24.53% | Reduce -94.32% | 107,963 | -1,791,381 | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 2024-03-31 | Reduce | -0.30% | 99.13 ($124.2) 149.2 | $208.37 | 67.77% | Reduce -50.71% | 1,066,264 | -1,096,791 | |
VAC | Marriott Vacations Worldwide Corp | 2024-03-31 | Reduce | -0.30% | 81.79 ($90.3) 107.73 | $83.20 | -7.86% | Reduce -90.22% | 141,526 | -1,305,679 | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 2023-09-30 | Reduce | -0.30% | 84.29 ($94.56) 105.57 | $208.37 | 120.36% | Reduce -29.46% | 2,569,980 | -1,073,460 |
Ron Baron Total Holding History ($B)
Ron Baron's Asset Allocation
Ron Baron Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ron Baron's Hypothetical Growth since 2024-09-30
Ron Baron's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ron Baron's Holdings Heat Map
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Ron Baron's Holdings Bubble Chart
Ron Baron News
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