Ron Baron

Ron Baron

Last Update: 08-14-2015

Number of Stocks: 355
Number of New Stocks: 22

Total Value: $25,433 Mil
Q/Q Turnover: 6%

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
IDXX IDEXX Laboratories Inc 2015-06-30 Add0.9%$62.69 - $82.03
($69.35)
$ 72.565%Add 98.42%7,171,279
MBLY Mobileye NV 2015-06-30 Add0.48%$40.46 - $55.41
($47.3)
$ 51.108%Add 173.66%3,567,164
INOV Inovalon Holdings Inc 2015-06-30 Add0.4%$22.85 - $30.21
($26.9)
$ 20.93-22%Add 83.37%7,894,247
ILMN Illumina Inc 2015-06-30 Add0.25%$182.21 - $220.75
($200.55)
$ 193.16-4%Add 23.70%1,509,065
SFS Smart & Final Stores Inc 2015-06-30 Add0.21%$16.74 - $19.15
($17.75)
$ 16.06-10%Add 441.29%3,650,498
MYCC ClubCorp Holdings Inc 2015-06-30 Add0.2%$18.98 - $24.36
($22.05)
$ 23.486%Add 129.17%3,791,329
Z Zillow Group Inc 2015-06-30 Add0.2%$85.71 - $103.03
($93.7)
$ 25.07-73%Add 119.40%1,045,640
SPNC The Spectranetics Corp 2015-06-30 Add0.13%$23.01 - $35.13
($28.04)
$ 16.11-43%Add 171.34%2,340,509
NCLH Norwegian Cruise Line Holdings Ltd 2015-06-30 Add0.12%$48.37 - $57.3
($53.77)
$ 57.196%Add 34.26%2,170,865
INCR INC Research Holdings Inc 2015-06-30 Add0.11%$29.64 - $42.05
($34.47)
$ 41.6721%Add 92.36%1,405,028
MC Moelis & Company 2015-06-30 Add0.11%$27.05 - $30.53
($29.24)
$ 26.26-10%Add 64.40%2,503,365
TERP TerraForm Power Inc 2015-06-30 Add0.08%$36.34 - $42.15
($39.4)
$ 22.25-44%Add 57.73%1,387,687
DOOR Masonite International Corp 2015-06-30 Add0.07%$66.2 - $71.39
($68.62)
$ 63.45-8%Add 11.22%2,568,554
EFII Electronics for Imaging Inc 2015-06-30 Add0.07%$41.49 - $46.16
($43.03)
$ 42.75-1%Add 78.00%890,000
SUNE SunEdison Inc 2015-06-30 Add0.07%$24 - $32.13
($28.41)
$ 11.99-58%Add 119.67%1,137,223
BEE Strategic Hotels & Resorts Inc 2015-06-30 Add0.06%$11.61 - $12.86
($12.2)
$ 13.6011%Add 44.54%3,773,202
JLL Jones Lang LaSalle Inc 2015-06-30 Add0.06%$161.1 - $173.92
($168.82)
$ 144.23-15%Add 22.63%447,113
BIP Brookfield Infrastructure Partners LP 2015-06-30 Add0.05%$42.73 - $46.54
($44.45)
$ 37.70-15%Add 23.89%1,451,165
CSTE Caesarstone Sdot-Yam Ltd 2015-06-30 Add0.05%$56.65 - $68.59
($61.76)
$ 38.73-37%Add 5.58%3,706,009
NEOG Neogen Corp 2015-06-30 Add0.05%$42.37 - $49.46
($46.21)
$ 51.5512%Add 193.16%445,596
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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
18.6% 9.5% 13.2%
» More Profile & Performance

Ron Baron's Current Portfolio:

Ticker Shares Value ($1000)
IT8,595,393737,313
ACGL9,046,565605,758
FDS3,649,186593,029
MTN5,376,563587,121
CSGP2,920,254587,730
MIDD4,167,999467,775
IDXX7,171,279459,966
ITC13,984,810450,031
MTD1,316,139449,409
UA5,380,694448,965
» More Current Portfolio

Ron Baron's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 23.6% 23.6%
Technology 18% 18%
Healthcare 12.4% 12.4%
Real Estate 9.3% 9.3%
Financial Services 8.3% 8.3%
Basic Materials 4.3% 4.3%
Consumer Defensive 4.2% 4.2%
Utilities 2.3% 2.3%
Energy 2% 2%
Communication Services 1.8% 1.8%
Industrials 0.9% 0.9%
» More Sector Weightings

Ron Baron's News:

» More Related News


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User Comments

Francesca turner
ReplyFrancesca turner - 1 year ago
why is illumina performing so badly and do you still own it?
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