Ron Baron

Ron Baron

Last Update: 2014-11-13

Number of Stocks: 357
Number of New Stocks: 22

Total Value: $24,141 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ron Baron Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
MANU Manchester United PL... 2014-09-30 Add0.41%$15.19 - $19.625
($17.46)
$ 15.68-10%Add 60.46%15,825,542
BKD Brookdale Senior Liv... 2014-09-30 Add0.39%$32.41 - $35.86
($34.12)
$ 35.494%Add 47.75%9,323,854
CSGP CoStar Group Inc 2014-09-30 Add0.29%$138.76 - $159.58
($148.67)
$ 176.2519%Add 19.6%2,832,565
MBLY Mobileye NV 2014-09-30 Buy 0.22%$32.15 - $56.6
($43.41)
$ 42.78-2%New holding, 991069 sh.991,069
TSLA Tesla Motors Inc 2014-09-30 Add0.19%$215.4 - $286.04
($247.73)
$ 205.82-17%Add 23.39%1,033,460
DISCK Discovery Communicat... 2014-09-30 Add0.16%$37.21 - $43.61
($40.56)
$ 33.52-17%Add 292.07%1,424,553
CG The Carlyle Group L ... 2014-09-30 Add0.14%$29.86 - $35.12
($32.58)
$ 26.29-19%Add 21.2%6,492,163
WST West Pharmaceutical ... 2014-09-30 Add0.13%$39.26 - $44.95
($42.47)
$ 54.1928%Add 37.37%2,469,096
BABA Alibaba Group Holdin... 2014-09-30 Buy 0.12%$87.17 - $93.89
($89.95)
$ 109.0221%New holding, 336505 sh.336,505
HQY HealthEquity Inc 2014-09-30 Buy 0.12%$16.75 - $21.62
($19.22)
$ 24.3226%New holding, 1622248 sh.1,622,248
DHI DR Horton Inc 2014-09-30 Buy 0.11%$20.11 - $24.82
($21.98)
$ 24.1910%New holding, 1265175 sh.1,265,175
CTLT Catalent Inc 2014-09-30 Buy 0.1%$19.85 - $25.17
($22.07)
$ 29.1832%New holding, 1000000 sh.1,000,000
KN Knowles Corporation 2014-09-30 Add0.1%$25.98 - $33.54
($30.58)
$ 19.43-36%Add 297.44%1,250,000
WLKP Westlake Chemical Pa... 2014-09-30 Buy 0.1%$28.8 - $33.64
($30.33)
$ 27.7-9%New holding, 812493 sh.812,493
MWIV MWI Veterinary Suppl... 2014-09-30 Add0.08%$136.5 - $149.53
($143.8)
$ 171.1319%Add 89.04%288,997
TERP TerraForm Power Inc 2014-09-30 Buy 0.07%$28.53 - $33.65
($31.16)
$ 27.7-11%New holding, 587389 sh.587,389
ASGN On Assignment Inc 2014-09-30 Add0.06%$26.77 - $37.06
($31)
$ 31.080%Add 25.74%2,387,056
TOL Toll Brothers Inc 2014-09-30 Add0.05%$31.63 - $37.1
($34.25)
$ 31.86-7%Add 266.42%493,473
SFXE SFX Entertainment In... 2014-09-30 Add0.05%$5 - $7.71
($6.69)
$ 3.93-41%Add 200%3,750,000
FELE Franklin Electric Co 2014-09-30 Buy 0.05%$35.17 - $40.5
($37.68)
$ 36.23-4%New holding, 350000 sh.350,000
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Ron Baron's 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's Performance:

Average Annual Return of Baron Partners Fund
5 Yrs 10 Yrs Since Inception
22.3% 12.4% 13.3%
» More Profile & Performance

Ron Baron's Current Portfolio:

Ticker Shares Value ($1000)
IT9,076,791666,872
ITC15,141,209539,481
ACGL9,073,178496,484
MTN5,376,813466,492
FDS3,667,104445,663
IDXX3,670,909432,543
CSGP2,832,565440,577
H6,779,458410,293
DKS9,137,248400,942
MIDD4,271,376376,436
» More Current Portfolio

Ron Baron's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 24.3% 24.3%
Technology 19.2% 19.2%
Healthcare 10.2% 10.2%
Real Estate 7.8% 7.8%
Financial Services 7.2% 7.2%
Energy 5% 5%
Consumer Defensive 4.3% 4.3%
Basic Materials 2.6% 2.6%
Utilities 2.4% 2.4%
Communication Services 2% 2%
Industrials 2% 2%
» More Sector Weightings

Ron Baron's News:

» More Related News


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User Comments

Francesca turner
ReplyFrancesca turner - 8 months ago
why is illumina performing so badly and do you still own it?
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