Ron Baron Buys Camping World Holdings, Under Armour, SiteOne Landscape Supply, Sells Inovalon Holdings, Illumina, Press Ganey Holdings

• New Purchases: CWH, SHW, BSAC, PLD, LEXEA, MAR, MEDP, AAP, MAS, AOS,
• Added Positions: UA, SITE, CSGP, GKOS, BIDU, MTN, HD, BABA, REXR, AU,
• Reduced Positions: INOV, ILMN, IDXX, UAA, GLPI, MIDD, BAH, DKS, SSNC, BFAM,
• Sold Out: PGND, BKD, DPLO, IRDMB, MNRO, DLR, JUNO, AWI, HMHC, ATHN,

For the details of Ron Baron's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Ron+Baron

1. Vail Resorts Inc (MTN) - 5,266,892 shares, 4.78% of the total portfolio. Shares added by 1.75%
2. Gartner Inc (IT) - 7,502,738 shares, 4.27% of the total portfolio. Shares reduced by 2.83%
3. Arch Capital Group Ltd (ACGL) - 8,765,845 shares, 4.26% of the total portfolio. Shares reduced by 0.12%
4. IDEXX Laboratories Inc (IDXX) - 5,690,887 shares, 3.76% of the total portfolio. Shares reduced by 12.45%
5. CoStar Group Inc (CSGP) - 2,997,945 shares, 3.18% of the total portfolio. Shares added by 3.78%

Ron Baron initiated holdings in Camping World Holdings Inc. The purchase prices were between $20.52 and $33.23, with an estimated average price of $25.72. The stock is now traded at around $32.49. The impact to the portfolio due to this purchase was 0.18%. The holdings were 1,000,000 shares as of 2016-12-31.

Ron Baron initiated holdings in Sherwin-Williams Co. The purchase prices were between $240.63 and $277.88, with an estimated average price of $265.15. The stock is now traded at around $308.11. The impact to the portfolio due to this purchase was 0.15%. The holdings were 100,267 shares as of 2016-12-31.

Ron Baron initiated holdings in Banco Santander Chile. The purchase prices were between $20.52 and $23.48, with an estimated average price of $21.88. The stock is now traded at around $21.94. The impact to the portfolio due to this purchase was 0.13%. The holdings were 1,036,598 shares as of 2016-12-31.

Ron Baron initiated holdings in Liberty Expedia Holdings Inc. The purchase prices were between $39.32 and $45, with an estimated average price of $42.49. The stock is now traded at around $43.81. The impact to the portfolio due to this purchase was 0.12%. The holdings were 544,000 shares as of 2016-12-31.

Ron Baron initiated holdings in Prologis Inc. The purchase prices were between $46.38 and $53.2, with an estimated average price of $50.85. The stock is now traded at around $49.50. The impact to the portfolio due to this purchase was 0.12%. The holdings were 392,497 shares as of 2016-12-31.

Ron Baron initiated holdings in Marriott International Inc. The purchase prices were between $66.61 and $86.05, with an estimated average price of $75.26. The stock is now traded at around $87.28. The impact to the portfolio due to this purchase was 0.11%. The holdings were 227,120 shares as of 2016-12-31.

Ron Baron added to the holdings in Under Armour Inc by 21.22%. The purchase prices were between $23.75 and $34.05, with an estimated average price of $27.67. The stock is now traded at around $19.07. The impact to the portfolio due to this purchase was 0.15%. The holdings were 6,229,353 shares as of 2016-12-31.

Ron Baron added to the holdings in SiteOne Landscape Supply Inc by 89.56%. The purchase prices were between $29.82 and $36.85, with an estimated average price of $33.56. The stock is now traded at around $38.33. The impact to the portfolio due to this purchase was 0.15%. The holdings were 1,619,095 shares as of 2016-12-31.

Ron Baron added to the holdings in Baidu Inc by 69.77%. The purchase prices were between $161.67 and $184.11, with an estimated average price of $170.19. The stock is now traded at around $182.71. The impact to the portfolio due to this purchase was 0.08%. The holdings were 209,116 shares as of 2016-12-31.

Ron Baron added to the holdings in Glaukos Corp by 360.14%. The purchase prices were between $30.61 and $38.73, with an estimated average price of $34.23. The stock is now traded at around $45.31. The impact to the portfolio due to this purchase was 0.08%. The holdings were 530,365 shares as of 2016-12-31.

Ron Baron added to the holdings in The Home Depot Inc by 40.81%. The purchase prices were between $119.89 and $137.11, with an estimated average price of $128.9. The stock is now traded at around $140.20. The impact to the portfolio due to this purchase was 0.07%. The holdings were 308,610 shares as of 2016-12-31.

Ron Baron added to the holdings in Rexford Industrial Realty Inc by 137.81%. The purchase prices were between $20.27 and $23.27, with an estimated average price of $21.95. The stock is now traded at around $22.41. The impact to the portfolio due to this purchase was 0.05%. The holdings were 659,530 shares as of 2016-12-31.

Ron Baron sold out the holdings in Press Ganey Holdings Inc. The sale prices were between $40.43 and $40.5, with an estimated average price of $40.46.

Ron Baron sold out the holdings in Brookdale Senior Living Inc. The sale prices were between $11.27 and $17.59, with an estimated average price of $13.42.

Ron Baron sold out the holdings in Diplomat Pharmacy Inc. The sale prices were between $12.5 and $29.06, with an estimated average price of $18.63.

Ron Baron sold out the holdings in Iridium Communications Inc. The sale prices were between $289.67 and $381.5, with an estimated average price of $327.74.

Ron Baron sold out the holdings in Monro Muffler Brake Inc. The sale prices were between $52.9 and $61.5, with an estimated average price of $57.59.

Ron Baron sold out the holdings in Digital Realty Trust Inc. The sale prices were between $87.54 and $98.41, with an estimated average price of $92.96.