Ron Baron

Ron Baron

Last Update: 11-15-2017

Number of Stocks: 318
Number of New Stocks: 13

Total Value: $21,073 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ron Baron Latest Trades 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
TWOU 2U Inc 2017-09-30 Add0.47%$44.94 - $54.93
($50.03)
$ 66.7633%Add 333.99%2,311,371
BIDU Baidu Inc 2017-09-30 Add0.39%$179.97 - $247.69
($217.77)
$ 249.6515%Add 93.89%682,496
BECN Beacon Roofing Supply Inc 2017-09-30 Buy 0.29%$39.64 - $51.44
($46.53)
$ 59.3628%New holding1,209,400
BABA Alibaba Group Holding Ltd 2017-09-30 Add0.28%$140.99 - $180.07
($161.93)
$ 189.8417%Add 25.07%1,727,945
SPNC The Spectranetics Corp 2017-09-30 Sold Out -0.27%$38.35 - $38.55
($38.44)
$ 38.450%Sold Out0
WIX Wix.com Ltd 2017-09-30 Add0.24%$56.9 - $76.85
($66.46)
$ 55.20-17%Add 91.30%1,500,095
NORD Nord Anglia Education Inc 2017-09-30 Sold Out -0.2%$32.5 - $33.11
($32.77)
$ 32.57-1%Sold Out0
TDOC Teladoc Inc 2017-09-30 Add0.2%$28.95 - $37
($32.8)
$ 34.004%Add 751.90%1,455,900
JBT John Bean Technologies Corp 2017-09-30 Add0.18%$86.35 - $101.1
($92.23)
$ 115.0025%Add 93.33%773,300
GKOS Glaukos Corp 2017-09-30 Add0.17%$31.26 - $42.82
($38.1)
$ 24.50-36%Add 104.62%2,194,059
MTSI MACOM Technology Solutions Holdings Inc 2017-09-30 Add0.17%$39.67 - $65.57
($48.94)
$ 32.94-33%Add 528.84%940,121
RRR Red Rock Resorts Inc 2017-09-30 Add0.17%$21.65 - $24.73
($23.1)
$ 28.6724%Add 27.97%7,095,981
SFLY Shutterfly Inc 2017-09-30 Buy 0.17%$44.4 - $50.55
($47.05)
$ 43.65-7%New holding750,000
CISN Cision Ltd 2017-09-30 Add0.16%$10.39 - $13.2
($11.61)
$ 11.721%Add 66.79%6,706,786
GCP GCP Applied Technologies Inc 2017-09-30 Buy 0.16%$27.7 - $31.7
($29.91)
$ 29.90-0%New holding1,100,000
RHI Robert Half International Inc 2017-09-30 Reduce-0.15%$43.24 - $50.41
($46.18)
$ 54.5918%Reduce -84.95%110,884
DXCM DexCom Inc 2017-09-30 Reduce-0.14%$45.44 - $75.91
($71.08)
$ 55.35-22%Reduce -55.79%301,000
GTT GTT Communications Inc 2017-09-30 Add0.14%$28.4 - $32.3
($30.54)
$ 40.3032%Add 68.76%2,278,200
DGI DigitalGlobe Inc 2017-09-30 Sold Out -0.13%$32.9 - $35.1
($34.17)
$ 34.401%Sold Out0
TTC Toro Co 2017-09-30 Buy 0.13%$59.39 - $73.69
($67.13)
$ 62.72-7%New holding446,153
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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.
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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
13.9% 6.1% 12.1%
» More Profile & Performance

Ron Baron's Current Portfolio:

Ticker Shares Value ($1000)
MTN5,142,9281,173,205
IT7,057,515878,025
ACGL8,551,480842,321
CSGP2,885,519774,040
IDXX4,726,336734,898
TSLA1,602,011546,446
FDS3,002,332540,750
GWRE5,082,409395,716
MTD616,339385,927
GLPI10,421,845384,462
» More Current Portfolio

Ron Baron's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 26.2% 26.2%
Financial Services 15.3% 15.3%
Real Estate 10.5% 10.5%
Healthcare 10.4% 10.4%
Technology 9.9% 9.9%
Basic Materials 3.3% 3.3%
Communication Services 2.4% 2.4%
Consumer Defensive 1.8% 1.8%
Energy 1% 1%
Industrials 0.1% 0.1%
Utilities 0.1% 0.1%
» More Sector Weightings

Ron Baron's News:

» More Related News


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