Ron Baron

Ron Baron

Last Update: 2014-03-10

Number of Stocks: 347
Number of New Stocks: 47

Total Value: $24,118 Mil
Q/Q Turnover: 7%

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



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
GLPI Gaming and Leisure P... 2013-12-31 Buy 1.7%$41.2 - $50.82
($46.43)
$ 37.52-19%New holding, 8158620 sh.8,158,620
BNFT Benefitfocus Inc 2013-12-31 Buy 0.31%$38.31 - $58.56
($48.57)
$ 39.21-19%New holding, 1286052 sh.1,286,052
DWA Dreamworks Animation... 2013-12-31 Add0.3%$27.05 - $35.74
($31.53)
$ 27.37-13%Add 88.72%4,353,964
ESNT Essent Group Ltd 2013-12-31 Buy 0.29%$20.48 - $23.65
($21.9)
$ 20.77-5%New holding, 2893580 sh.2,893,580
TCS Container Store Grou... 2013-12-31 Buy 0.22%$33.55 - $45.98
($39.01)
$ 31.61-19%New holding, 1139701 sh.1,139,701
IT Gartner, Inc. 2013-12-31 Add0.2%$57.68 - $71.22
($63.08)
$ 67.577%Add 7.98%9,175,270
GWRE Guidewire Software I... 2013-12-31 Add0.19%$43.83 - $51.01
($47.14)
$ 42.98-9%Add 25.65%4,487,875
RALY Rally Software Devel... 2013-12-31 Buy 0.16%$15.72 - $30.02
($24.4)
$ 13.86-43%New holding, 2043888 sh.2,043,888
RH Restoration Hardware... 2013-12-31 Buy 0.16%$60.52 - $76.25
($68.68)
$ 63.67-7%New holding, 567500 sh.567,500
HD Home Depot, Inc. 2013-12-31 Buy 0.15%$74.14 - $81.94
($77.87)
$ 77.09-1%New holding, 448253 sh.448,253
IMAX Imax Corporation 2013-12-31 Buy 0.15%$25.84 - $30.83
($28.72)
$ 27.96-3%New holding, 1248800 sh.1,248,800
FTK Flotek Industries, I... 2013-12-31 Add0.13%$19.01 - $23.4
($21.09)
$ 29.2839%Add 16065.7%1,568,072
THS Treehouse Foods, Inc... 2013-12-31 Add0.12%$67.54 - $75.19
($70.4)
$ 72.152%Add 18.79%2,752,867
WNRL Western Refining Log... 2013-12-31 Buy 0.11%$23.61 - $26.61
($25)
$ 31.1124%New holding, 1040130 sh.1,040,130
VLP Valero Energy Partne... 2013-12-31 Buy 0.1%$28 - $32.93
($29.78)
$ 43.245%New holding, 727790 sh.727,790
SSTK Shutterstock Inc 2013-12-31 Add0.09%$66.69 - $84.83
($73.91)
$ 71.16-4%Add 59.21%663,151
MANU Manchester United PL... 2013-12-31 Add0.09%$15.15 - $17.54
($16.44)
$ 17.899%Add 28.12%6,431,959
WAB Westinghouse Air Bra... 2013-12-31 Add0.09%$62.44 - $74.16
($67.19)
$ 73.8910%Add 620.96%366,750
FWM Fairway Group Holdin... 2013-12-31 Add0.08%$15.56 - $26.02
($20.91)
$ 7.56-64%Add 53.31%3,043,492
HOT Starwood Hotels & Re... 2013-12-31 Add0.07%$65.04 - $79.31
($73.13)
$ 77.586%Add 33.26%903,284
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*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)
IT9,175,270651,903
ACGL9,516,737568,054
DKS8,581,167498,566
ITC5,143,603492,860
GLPI8,158,620414,539
FDS3,730,176405,023
MTN5,375,886404,428
GWR4,010,604385,219
IDXX3,727,807396,527
LKQ10,708,457352,308
» More Current Portfolio

Ron Baron's Sector Weightings:


SectorsSector Weightings (%)
Technology 24% 24%
Consumer Cyclical 21.4% 21.4%
Healthcare 9.1% 9.1%
Financial Services 6.4% 6.4%
Real Estate 4.1% 4.1%
Consumer Defensive 4% 4%
Utilities 2.9% 2.9%
Energy 2.4% 2.4%
Industrials 2.4% 2.4%
Communication Services 1.9% 1.9%
Basic Materials 1.4% 1.4%
» More Sector Weightings

Ron Baron's News:

» More Related News


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User Comments

Francesca turner
ReplyFrancesca turner - 3 weeks ago
why is illumina performing so badly and do you still own it?
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