Ron Baron

Ron Baron

Last Update: 08-14-2018

Number of Stocks: 362
Number of New Stocks: 34

Total Value: $22,875 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Ron Baron' s Profile & Performance

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.

Web Page:http://www.baronfunds.com/

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.

Total Holding History

Performance of Baron Partners Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201731.5421.719.8
20164.0411.99-7.9
2015-2.711.24-4.0
3-Year Cumulative33.1 (10%/year)38 (11.3%/year)-4.9 (-1.3%/year)
201410.2613.47-3.2
201347.6332.315.3
5-Year Cumulative116.7 (16.7%/year)107.2 (15.7%/year)9.5 (1%/year)
201216.415.990.4
2011-5.741.9-7.6
201031.5215.0516.5
200928.226.351.9
2008-46.67-36.79-9.9
10-Year Cumulative113.8 (7.9%/year)125 (8.4%/year)-11.2 (-0.5%/year)
200711.345.146.2
200621.5515.855.7
200514.374.839.5
200442.3510.731.6
200334.9528.196.8
15-Year Cumulative535.8 (13.1%/year)307.7 (9.8%/year)228.1 (3.3%/year)
2002-18.07-21.583.5
2001-15.71-11.76-3.9
20004.82-9.7514.6
199918.4220.4-2.0
199811.6828.7-17.0
20-Year Cumulative508.6 (9.5%/year)294.5 (7.1%/year)214.1 (2.4%/year)
199749.8833.4716.4
199616.1322.49-6.4
199536.9438.04-1.1
19944.760.44.4
199328.7810.0818.7
25-Year Cumulative1857.2 (12.6%/year)883.9 (9.6%/year)973.3 (3%/year)
199216.837.629.2

Top Ranked Articles

How to Become a Millionaire Become a millionaire by consistently investing in a low-cost index fund
"You have to have a small amount of money and invest it regularly for a long time." - Ron Baron (Trades, Portfolio) Read more...
Ron Baron Boosts Position in Marriott Vacations Worldwide Timeshare operator to acquire ILG
Ron Baron (Trades, Portfolio), leader of Baron Capital Management, disclosed this week he expanded his position in Marriott Vacations Worldwide Corp. (NYSE:VAC) by 24.96% on June 30. Read more...
Ron Baron’s Top 5 New Buys of the 1st Quarter Guru invests in several newly public companies
Ron Baron (Trades, Portfolio), leader of New York-based Baron Capital Management, released his first-quarter portfolio this week, listing 58 new positions. Read more...
Ron Baron Says He Won't Sell Tesla Stake 'Long-term investment thesis on Tesla has not changed,' firm says
New York-based Baron Funds reiterated its faith in Tesla (NASDAQ:TSLA) this week after the company hit a series of speed bumps. The long-term-focused firm, founded by noted investor Ron Baron (Trades, Portfolio) in 1982, had about 1.41% of its assets under management wrapped up in Tesla as of March 29. Read more...
Ron Baron Discloses Stake in Bloom Energy Silicon Valley clean energy unicorn has high-profile leadership, soaring share price
The $28.1 billion firm Baron Funds has declared a stake in Sillicon Valley clean energy provider Bloom Energy (NYSE:BE) days after the company went public, according to GuruFocus Real Time Picks. Read more...
» More Ron Baron Articles

Commentaries and Stories

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Ron Baron Is Right on Tesla The company should go private, but how? Ron Baron - Ron Baron Is Right On Tesla
Companies in good shape don’t usually want to go private. It’s usually the other way around. Of course, that hasn’t stopped Musk from taking to Twitter to propose a possible going-private offer. More...

ELECTRIC CARS, AUTOMOTIVE INDUSTRY, TESLA,


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Ron Baron Discloses Stake in Bloom Energy Silicon Valley clean energy unicorn has high-profile leadership, soaring share price Ron Baron - Ron Baron Discloses Stake In Bloom Energy
The $28.1 billion firm Baron Funds has declared a stake in Sillicon Valley clean energy provider Bloom Energy (NYSE:BE) days after the company went public, according to GuruFocus Real Time Picks. More...

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Tesla Zooms Up 11% on Strong 3rd-Quarter Vehicle Production Guidance Company expects to produce between 50,000 and 55,000 Model 3 vehicles in the third quarter Ron Baron, Spiros Segalas, PRIMECAP Management - Tesla Zooms Up 11% On Strong 3rd-Quarter Vehicle Production Guidance
Tesla Inc. (NASDAQ:TSLA), a major electric vehicle manufacturer, traded approximately 11% higher Thursday morning on strong Model 3 production guidance for the remainder of the year. More...

RON BARON, SPIROS SEGALAS, PRIMECAP MANAGEMENT


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Ron Baron's Baron Funds 2nd Quarter Shareholder Letter Discussion of markets and investing Ron Baron - Ron Baron's Baron Funds 2nd Quarter Shareholder Letter
“I didn’t vote for him....so I can enjoy the strong economy and favorable market outlook and not feel guilty.” CEO. Large United States Investment Bank. Summer 2018. More...

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Ron Baron Boosts Position in Marriott Vacations Worldwide Timeshare operator to acquire ILG Ron Baron - Ron Baron Boosts Position In Marriott Vacations Worldwide
Ron Baron (Trades, Portfolio), leader of Baron Capital Management, disclosed this week he expanded his position in Marriott Vacations Worldwide Corp. (NYSE:VAC) by 24.96% on June 30. More...

RON BARON, MARRIOTT


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Camping World Is a Bargain Stock Follow Marcus Lemonis who bought 41,000 shares in May below the IPO price Chuck Royce,Ron Baron - Camping World Is A Bargain Stock
It's typically better to bet on a brand rather than the people running them because, at some point, the people will exit and the brand will get new stewards. In some cases, however, ownership has a hefty stake in the business that ensures brand value and growth. That's the case with Camping World Holdings (NYSE:CWH). More...

RV, RECREATIONAL VEHICLES, THE PROFIT, CNBC, MARCUS LEMONIS


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Baron Funds Commentary: As AI Becomes Mainstream, How Can Investors Turn Its Promise Into Profit? Neal Rosenberg, Assistant Portfolio Manager of Baron Growth Fund, discusses the current state of AI, along with three promising investment opportunities in the space Ron Baron - Baron Funds Commentary: As AI Becomes Mainstream, How Can Investors Turn Its Promise Into Profit?
Artificial intelligence (AI) has stormed into our lives, underpinning hit shows like Westworld and Black Mirror, while Amazon’s Alexa, Microsoft’s Cortana, and Apple’s Siri help us manage our daily routines. Although these applications of AI are interactive and immediately obvious to us, AI is also impacting our world in ways we cannot see. In fact, AI is already disrupting a wide spectrum of industries, from sports to transportation to finance. Professional sports franchises leverage the power of AI through predictive analytics that drive decisions involving drafting, training, and game strategy. IBM’s Watson harnesses machine learning to glean practical insights from massive amounts of data. Rideshare companies rely on AI to generate estimated arrival times and compute optimal pickup locations. Financial institutions utilize AI in computing credit scores, detecting fraudulent activity, and even executing investment strategies. More...

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6 Stocks Underperforming Gurus’ Portfolios Kellogg, Masonite among companies with falling stock prices and returns Pioneer Investments,Ron Baron - 6 Stocks Underperforming Gurus’ Portfolios
While gurus hold positions in these companies, the stock price and returns continue to fall. These are the worst-performing stocks over the last three months with a long-term presence in more than four gurus’ portfolios. More...

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9 Stocks Ron Baron Continues to Buy Aerie Pharmaceuticals tops the list Ron Baron - 9 Stocks Ron Baron Continues To Buy
Ron Baron (Trades, Portfolio), founder of Baron Capital Management, bought shares of the following stocks in both the first quarter of 2018 and fourth quarter of 2017. More...

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Ron Baron Interview With CNBC We're going to make 20 times our money on Tesla Ron Baron - Ron Baron Interview With CNBC
Before the markets open on Monday billionaire legendary growth investor Ron Baron (Trades, Portfolio) went on CNBC to discuss various topics, including his views on Tesla Inc. (NASDAQ:TSLA). Currently, Tesla makes up 8% of his funds, with the firm holding over 1.8 million shares bought in the low $200s per share. Baron believed that his firm will make 20 times its money on Tesla and discussed some of his other holdings were he's made between 10 and 20 times his money. Baron is a legendary growth investor with a long history of picking long-term growth compounders. More...

BILLIONAIRE,GROWTH INVESTOR,RON BARON,CNBC,INTERVIEW,TESLA,BUY AND HOLD,


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Ron Baron’s Top 5 New Buys of the 1st Quarter Guru invests in several newly public companies Ron Baron - Ron Baron’s Top 5 New Buys Of The 1st Quarter
Ron Baron (Trades, Portfolio), leader of New York-based Baron Capital Management, released his first-quarter portfolio this week, listing 58 new positions. More...

RON BARON, BARON FUNDS, BUYS, 1Q


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Ron Baron Comments on Elon Musk and Tesla Excerpt from Baron Funds founder's shareholder letter Ron Baron - Ron Baron Comments On Elon Musk And Tesla
To be a really successful business “innovator” or “disruptor,” you must imagine a task that has not been accomplished previously...and invent the means to perform it better, at a much lower cost, with a very attractive rate of return. Like Jeff Bezos has done with Amazon; Steve Jobs with Apple; Reed Hastings with NetFlix; Mark Zuckerberg with Facebook; Larry Page and Sergey Brin with Google; and, we believe, like Elon Musk will soon achieve with Tesla and SpaceX. More...

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Ron Baron's Baron Funds 1st Quarter 2018 Shareholder Letter Discussion of markets and holdings (including Tesla) Ron Baron - Ron Baron's Baron Funds 1st Quarter 2018 Shareholder Letter
“If you have trouble imagining a 20% loss in the stock market, you shouldn’t invest in stocks.” John Bogle. Vanguard’s Founder. 2017. More...

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Maximus: Waiting for a Further Dip An excellent mid-cap with a strong history and good growth prospects Ron Baron, Columbia Wanger, Joel Greenblatt, Chuck - Maximus: Waiting For A Further Dip
A new chief executive took over the corner office at Maximus Inc. (NYSE:MMS) on April 1. Bruce Caswell, who’s been with the company since 2004, takes over an operationally and financially robust enterprise. More...

MAXIMUS, BRUCE CASWELL, MID-CAP, GOVERNMENT PARTNERSHIPS, BUSINESS PROCESS MANAGEMENT, HEALTH SERVICES, U.S. FEDERAL SERVICES, HUMAN SERVICES, MACPHERSON MODEL, WARREN BUFFETT, GREAT COMPANIES AT GREA


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Ron Baron Says He Won't Sell Tesla Stake 'Long-term investment thesis on Tesla has not changed,' firm says Ron Baron - Ron Baron Says He Won't Sell Tesla Stake
New York-based Baron Funds reiterated its faith in Tesla (NASDAQ:TSLA) this week after the company hit a series of speed bumps. The long-term-focused firm, founded by noted investor Ron Baron (Trades, Portfolio) in 1982, had about 1.41% of its assets under management wrapped up in Tesla as of March 29. More...

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Tesla Shares Dive 8 Percent Officials launch investigation Ron Baron - Tesla Shares Dive 8 Percent
Electric car company Tesla (NASDAQ:TSLA)’s stock plunged more than 8% Tuesday as the National Transportation Safety Board announced it would investigate a fatal car crash of one of its self-driving vehicles. The fatal accident took place March 23 when a driver crashed into a median in Mountain View, California. More...

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2 Guru Stock Picks That Posted Gains Out of the Gate Altair Engineering has seen a 65% jump since trading began Ron Baron, Chuck Royce, Stanley Druckenmiller, Ste - 2 Guru Stock Picks That Posted Gains Out Of The Gate
A growing cadre of gurus is buying up shares of two little known stocks of companies that posted gains out of the gate. More...

CEMENT, INITIAL PUBLIC OFFERING, ENGINEERING, SIMULATION, SOFTWARE, ARGENTINA, EMERGING MARKET, ECONOMY, RECESSION


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6 Five-Star Quality Companies for 2018 A deeper understanding of a company's quality Warren Buffett, Ron Baron, Richard Pzena - 6 Five-Star Quality Companies For 2018
On March 14, the “High Quality” screener identified 22 U.S. companies that have good value potential. Six of these companies have a profitability rank of 9 and a GuruFocus business predictability rank of five stars: Biogen Inc. (NASDAQ:BIIB), Cerner Corp. (NASDAQ:CERN), Edwards Lifesciences Corp. (NYSE:EW), Jack Henry & Associates Inc. (NASDAQ:JKHY), NetEase Inc. (NASDAQ:NTES) and Tyler Technologies Inc. (NYSE:TYL). More...

WARREN BUFFETT, RON BARON, RICHARD PZENA


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Ron Baron Trims Under Armour, Amazon, Inovalon Guru's largest sales of the 4th quarter Ron Baron - Ron Baron Trims Under Armour, Amazon, Inovalon
 Ron Baron (TradesPortfolio), the founder of Baron Capital Management, sold shares of the following stocks during the fourth quarter. More...

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Ron Baron Comments on The Charles Schwab Corp Guru stock highlight
Shares of discount brokerage firm The Charles Schwab Corp. (NYSE:SCHW) appreciated in the quarter. Schwab’s core operations continue to perform well. Net new assets are growing steadily and new clients are joining the firm at a record pace. Schwab has been focused on sharing economies of scale with clients through price reductions, rebates, and low-cost products. Despite these lower fees, operating margins continue to expand to record levels through its scale and efficiencies, which we believe bodes well for Schwab’s continued abilities to increase its client base and assets. (Michael Baron) More...

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