Ron Baron13F | |
Baron Funds | |
Last update 2024-05-15 | 332 Stocks (16 new) |
Value $37.52 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's Portfolio
Ron Baron Current Holdings
Ticker |
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Ticker |
AVGO |
INTA |
MASI |
TME |
ALAB |
EXPO |
RDDT |
CDNA |
GDS |
HLNE |
IRTC |
PK |
MAC |
TPH |
BEAM |
BXP |
RDNT |
GOOGL |
PCOR |
ALGM |
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
AVGO | Broadcom Inc | 23,969 | 31,768.75 | +13,754.91% | 0.08 | +0.08% | 0.01 | +16.35% | +29.82% | 666,643.04 | Semiconductors | |
INTA | Intapp Inc | 2,583,231 | 88,604.82 | New Holding | 0.24 | +0.24% | 3.52 | -13.20% | -2.22% | 2,729.41 | Software | |
MASI | Masimo Corp | 345,800 | 50,780.73 | New Holding | 0.14 | +0.14% | 0.65 | -11.66% | +1.52% | 6,306.83 | Medical Devices & Instruments | |
TME | Tencent Music Entertainment Group | 3,651,224 | 40,857.20 | New Holding | 0.11 | +0.11% | 0.21 | +53.67% | +72.60% | 26,453.37 | Interactive Media | |
ALAB | Astera Labs Inc | 500,000 | 37,095.00 | New Holding | 0.10 | +0.10% | 0.32 | 0% | 0% | 11,646.46 | Semiconductors | |
EXPO | Exponent Inc | 313,262 | 25,903.64 | New Holding | 0.07 | +0.07% | 0.62 | +22.56% | +8.71% | 4,846.61 | Construction | |
RDDT | Reddit Inc | 300,000 | 14,796.00 | New Holding | 0.04 | +0.04% | 0.18 | 0% | 0% | 9,342.92 | Interactive Media | |
CDNA | CareDx Inc | 1,229,900 | 13,024.64 | New Holding | 0.03 | +0.03% | 2.36 | +79.83% | +21.83% | 765.11 | Medical Diagnostics & Research | |
GDS | GDS Holdings Ltd | 435,468 | 2,895.86 | New Holding | 0.01 | +0.01% | 0.22 | +28.17% | -3.45% | 1,715.58 | Software | |
HLNE | Hamilton Lane Inc | 27,279 | 3,075.98 | New Holding | 0.01 | +0.01% | 0.07 | -0.38% | +4.89% | 4,786.43 | Asset Management | |
IRTC | iRhythm Technologies Inc | 45,000 | 5,220.00 | New Holding | 0.01 | +0.01% | 0.14 | -11.56% | -5.64% | 3,144.39 | Medical Devices & Instruments | |
PK | Park Hotels & Resorts Inc | 318,724 | 5,574.48 | New Holding | 0.01 | +0.01% | 0.15 | +9.83% | +8.11% | 3,432.74 | REITs | |
MAC | Macerich Co | 255,558 | 4,403.26 | New Holding | 0.01 | +0.01% | 0.12 | -6.10% | +5.87% | 3,487.60 | REITs | |
TPH | Tri Pointe Homes Inc | 85,220 | 3,294.61 | New Holding | 0.01 | +0.01% | 0.09 | +15.44% | +13.39% | 3,810.27 | Homebuilding & Construction | |
BEAM | Beam Therapeutics Inc | 30,000 | 991.20 | New Holding | 0 | 0% | 0.04 | -27.87% | -12.82% | 1,953.24 | Biotechnology | |
BXP | Boston Properties Inc | 5,440 | 355.29 | New Holding | 0 | 0% | 0 | -3.20% | -7.07% | 10,072.17 | REITs | |
RDNT | RadNet Inc | 20,000 | 973.20 | New Holding | 0 | 0% | 0.03 | +50.47% | +65.70% | 4,262.89 | Medical Diagnostics & Research | |
GOOGL | Alphabet Inc | 67,050 | 10,119.86 | +901.34% | 0.03 | +0.03% | 0 | +24.14% | +24.88% | 2,159,914.15 | Interactive Media | |
PCOR | Procore Technologies Inc | 499,559 | 41,048.76 | +756.83% | 0.11 | +0.10% | 0.34 | -8.84% | -0.01% | 10,214.92 | Software | |
ALGM | Allegro Microsystems Inc | 668,811 | 18,031.15 | +477.58% | 0.05 | +0.04% | 0.35 | -2.54% | +0.30% | 5,848.82 | Semiconductors |
Total 346