Ron Baron likes to buy qualitysmall cap stocks at growth stage. He holds the companies for long time, until they are not that small any more. He thinks that the stock market offers great opportunities now, and these opportunities will last for a well. This is the Q1 portfolo update of Baron Funds. Ron Baron owns 242 stocks with a total value of $15.3 billion.
This is the sector weightings of his portfolio:
These are the top 5 holdings of Ron Baron
- New Purchases: ACC, AOL, BAM, CHBT, CHSP, CSU, DLB, DNR, GNRC, GSM, IMAX, INFA, LIFE, LL, MHGC, MMM, NCR, RISK, SVA, SWK, TEVA, TW, VIA.B, WWE, YSI,
- Added Positions: AMZN, ATHN, BBBB, BEXP, BRK.A, CAJ, CRR, CTXS, CYBS, DISCA, DMND, EBAY, EXPE, HMSY, LBTYA, MG, NATI, NEOG, NIHD, OXY, PHM, SM, SYT, THS, TLVT, TTGT, UPL, VMW, VNO, VRSK, WFC, WLL,
- Reduced Positions: APEI, CAAS, CME, ES, EXP, FTI, GHL, KSS, MHK, MIL, MON, PAG, PCP, RA, SKH, SKIL, TWTC, VMI, WFMI, XTO, ZMH,
- Sold Out: AB, AMX, APOL, ARG, ARII, AVAV, DO, DVN, FTNT, GFI, GMCR, HEI.A, JOYG, KMT, LIA, MOVE, PALM, PSSI, RMG, SAI, SFSF, SONC, TCM, WW,
This is the sector weightings of his portfolio:
| Consumer Services | 26.5% |
|---|---|
| Industrials | 18.3% |
| Financials | 14.7% |
| Health Care | 12.4% |
| Oil & Gas | 8.1% |
| Consumer Goods | 6.3% |
| Technology | 6.2% |
| Utilities | 3.1% |
| Basic Materials | 0.5% |
| Telecommunications | 0.4% |
These are the top 5 holdings of Ron Baron
- DeVry Inc. (DV) - 6,952,850 shares, 2.96% of the total portfolio. Shares reduced by 0.15%
- Arch Capital Group Ltd. (ACGL) - 4,789,996 shares, 2.38% of the total portfolio. Shares added by 0.99%
- MSCI INC (MXB) - 9,869,177 shares, 2.32% of the total portfolio. Shares added by 1.33%
- Strayer Education Inc. (STRA) - 1,363,617 shares, 2.17% of the total portfolio. Shares added by 0.31%
- FactSet Research Systems Inc. (FDS) - 4,420,156 shares, 2.12% of the total portfolio. Shares added by 0.6%
