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 Bought 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)
$ 15.62-10%Add 60.46%15,825,542
BKD Brookdale Senior Liv... 2014-09-30 Add0.39%$32.41 - $35.86
($34.12)
$ 35.354%Add 47.75%9,323,854
CSGP CoStar Group Inc 2014-09-30 Add0.29%$138.76 - $159.58
($148.67)
$ 182.3523%Add 19.6%2,832,565
TSLA Tesla Motors Inc 2014-09-30 Add0.19%$215.4 - $286.04
($247.73)
$ 218.26-12%Add 23.39%1,033,460
DISCK Discovery Communicat... 2014-09-30 Add0.16%$37.21 - $43.61
($40.56)
$ 34.57-15%Add 292.07%1,424,553
CG The Carlyle Group L ... 2014-09-30 Add0.14%$29.86 - $35.12
($32.58)
$ 27.01-17%Add 21.2%6,492,163
WST West Pharmaceutical ... 2014-09-30 Add0.13%$39.26 - $44.95
($42.47)
$ 55.0830%Add 37.37%2,469,096
KN Knowles Corporation 2014-09-30 Add0.1%$25.98 - $33.54
($30.58)
$ 19.71-36%Add 297.44%1,250,000
MWIV MWI Veterinary Suppl... 2014-09-30 Add0.08%$136.5 - $149.53
($143.8)
$ 175.0122%Add 89.04%288,997
ASGN On Assignment Inc 2014-09-30 Add0.06%$26.77 - $37.06
($31)
$ 32.033%Add 25.74%2,387,056
TOL Toll Brothers Inc 2014-09-30 Add0.05%$31.63 - $37.1
($34.25)
$ 32.64-5%Add 266.42%493,473
SFXE SFX Entertainment In... 2014-09-30 Add0.05%$5 - $7.71
($6.69)
$ 3.98-40%Add 200%3,750,000
TW Towers Watson & Co 2014-09-30 Add0.04%$100 - $110.39
($105.65)
$ 115.089%Add 38.35%389,602
CSLT Castlight Health Inc 2014-09-30 Add0.04%$10.67 - $16.5
($13.15)
$ 11.9-10%Add 337.71%1,076,772
XRS TAL Education Group 2014-09-30 Add0.03%$26.82 - $35.9
($32.01)
$ 29.98-6%Add 77.86%506,005
SPNC Spectranetics Corp 2014-09-30 Add0.03%$22.76 - $29.33
($27)
$ 35.1530%Add 412.11%309,727
SCTY SolarCity Corp 2014-09-30 Add0.03%$60.4 - $75.63
($68.94)
$ 53.75-22%Add 1819%143,925
GOL Gol Intelligent Airl... 2014-09-30 Add0.03%$4.88 - $6.81
($6.01)
$ 5.17-14%Add 57.77%3,464,600
BLDR Builders FirstSource... 2014-09-30 Add0.02%$5.67 - $7.62
($6.52)
$ 6.591%Add 32.36%3,004,118
MYCC ClubCorp Holdings In... 2014-09-30 Add0.02%$16.46 - $19.85
($17.95)
$ 18.342%Add 59.76%665,362
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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)
IT9,076,791666,872
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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