
	Ron Baron 13F
	Baron Funds

	Last update 2026-06-03	326 Stocks (37 new)
	Value $33.13 Bil	Turnover 11 %
	Countries: Top Holdings: TSLA(13.39%)ACGL(4.84%)MSCI(4.39%)GWRE(2.98%)IT(2.83%) SEC Filings

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 Portfolio and Latest Trades

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Ticker
SHOP
IT
VRSK
GWRE
CSGP
FDS
CWAN
SPOT
ONON
FPS
MSFT
ACGL
IDXX
EQIX
JLL
MORN
EXAS Unlock Delisted
KNSL
PSA
ABNB
BX
GOOGL
DLR
PRI
BABA
IBP
IRM
VRT
WYNN
BIRK
INTA
FROG
RBC
LPX
GTLB
BLLN
ODD
RRR
CZR
KRMN
MASI Unlock Delisted
AMT
CBRE
JEF
VIST
BBD
HTFL
MELI
MGM
SCHW
ACLX Unlock Delisted
TEAM
TECH
GDS
H
IBKR
KTOS
IOT
FBIN
BN
CHH
CPNG
MSCI
NVMI
OFRM
PENN
TOL
MTN
BAM
FIG
UDR
XP
DT
NPO
IRTC
MC
SHW
TEM
WAY
AXGN
CWST
SKY
LRCX
RKT
VEEV
CVCO
CWK
COO
BAP
CRWD
FICO
YMM
ICLR
LVS
LPLA
MTD
VTR
VMC
WST
TTD

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
SHOP	Shopify Inc	2026-03-31	Add Add	+0.87%	● 110.66 ($131.4) 168.45	$151.57	15.35%	Add 106.19%	4,718,230	2,429,960
IT	Gartner Inc	2026-03-31	Add Add	+0.82%	● 144.97 ($183.99) 248.02	$185.60	0.88%	Add 40.46%	5,917,616	1,704,659
VRSK	Verisk Analytics Inc	2026-03-31	Add Add	+0.69%	● 169.47 ($202.96) 224.87	$191.84	-5.48%	Add 92.84%	2,511,976	1,209,365
GWRE	Guidewire Software Inc	2026-03-31	Add Add	+0.65%	● 122.22 ($152.17) 187.98	$170.53	12.07%	Add 28.17%	6,597,453	1,449,903
CSGP	CoStar Group Inc	2026-03-31	Reduce Reduce	-0.58%	● 39.77 ($52.06) 67.2	$30.24	-41.91%	Reduce -16.33%	16,314,175	-3,183,924
FDS	FactSet Research Systems Inc	2026-03-31	Add Add	+0.57%	● 190.06 ($233.37) 296.92	$285.57	22.37%	Add 30.04%	3,756,587	867,742
CWAN	Clearwater Analytics Holdings Inc	2026-03-31	Reduce Reduce	-0.50%	● 22.93 ($23.66) 24.33	$24.56	3.80%	Reduce -98.02%	154,864	-7,661,583
SPOT	Spotify Technology SA	2026-03-31	Add Add	+0.47%	● 412.75 ($501.86) 593.39	$488.14	-2.73%	Add 32.31%	1,319,525	322,234
ONON	On Holding AG	2026-03-31	Add Add	+0.44%	● 31.88 ($43.66) 50.63	$37.55	-13.99%	Add 79.72%	9,714,605	4,309,119
FPS	Forgent Power Solutions Inc	2026-03-31	New Buy New Buy	+0.41%	● 27.97 ($33.28) 36	$38.71	16.32%	New holding	4,674,583	4,674,583
MSFT	Microsoft Corp	2026-03-31	Reduce Reduce	-0.35%	● 356.77 ($418.44) 483.47	$499.99	19.49%	Reduce -78.42%	73,753	-268,005
ACGL	Arch Capital Group Ltd	2026-03-31	Reduce Reduce	-0.33%	● 90.65 ($95.74) 101.98	$98.48	2.86%	Reduce -7.1%	16,709,759	-1,277,746
IDXX	IDEXX Laboratories Inc	2026-03-31	Reduce Reduce	-0.30%	● 557.09 ($641.25) 724.76	$586.67	-8.51%	Reduce -9.16%	1,633,367	-164,674
EQIX	Equinix Inc	2026-03-31	Add Add	+0.29%	● 764.11 ($889.05) 984.46	$1,042.62	17.27%	Add 67.76%	243,975	98,546
JLL	Jones Lang LaSalle Inc	2026-03-31	Reduce Reduce	-0.29%	● 280.16 ($322.98) 358.66	$362.38	12.20%	Reduce -57.26%	241,208	-323,089
MORN	Morningstar Inc	2026-03-31	Reduce Reduce	-0.28%	● 154.01 ($185.78) 220	$200.66	8.01%	Reduce -38.84%	759,515	-482,279
EXAS Unlock Delisted	Exact Sciences Corp	2026-03-31	Sold Out Sold Out	-0.26%	● 101.61 ($102.96) 104.91	$104.91	1.89%	Sold Out	0	-954,547
KNSL	Kinsale Capital Group Inc	2026-03-31	Add Add	+0.25%	● 326.5 ($378.94) 414.1	$373.76	-1.37%	Add 13.84%	2,027,765	246,564
PSA	Public Storage	2026-03-31	New Buy New Buy	+0.22%	● 258.44 ($286.74) 310.94	$328.40	14.53%	New holding	266,847	266,847
ABNB	Airbnb Inc	2026-03-31	Add Add	+0.21%	● 115.96 ($130.05) 140.07	$178.07	36.92%	Add 63.76%	1,441,221	561,145
BX	Blackstone Inc	2026-03-31	Reduce Reduce	-0.20%	● 102.12 ($130.1) 163.5	$137.13	5.40%	Reduce -83.69%	94,599	-485,411
GOOGL	Alphabet Inc	2026-03-31	Add Add	+0.19%	● 273.5 ($314.21) 343.69	$354.30	12.76%	Add 142.91%	382,577	225,079
DLR	Digital Realty Trust Inc	2026-03-31	Add Add	+0.19%	● 152.93 ($170.92) 182.62	$193.80	13.39%	Add 250.83%	484,763	346,585
PRI	Primerica Inc	2026-03-31	Reduce Reduce	-0.19%	● 245.55 ($257.9) 275.87	$321.38	24.61%	Reduce -24.06%	860,026	-272,518
BABA	Alibaba Group Holding Ltd	2026-03-31	Reduce Reduce	-0.17%	● 121.98 ($150.32) 177.18	$128.41	-14.58%	Reduce -40.7%	635,540	-436,107
IBP	Installed Building Products Inc	2026-03-31	Reduce Reduce	-0.16%	● 257.55 ($299.46) 344.19	$244.05	-18.50%	Reduce -53.16%	198,216	-224,966
IRM	Iron Mountain Inc	2026-03-31	New Buy New Buy	+0.16%	● 83.24 ($99.48) 113.24	$121.15	21.78%	New holding	525,270	525,270
VRT	Vertiv Holdings Co	2026-03-31	Reduce Reduce	-0.16%	● 160.78 ($221.98) 276.16	$272.40	22.71%	Reduce -23.58%	1,181,144	-364,428
WYNN	Wynn Resorts Ltd	2026-03-31	Add Add	+0.16%	● 96.59 ($109.42) 122.57	$102.54	-6.29%	Add 42.41%	1,736,856	517,266
BIRK	Birkenstock Holding PLC	2026-03-31	Add Add	+0.15%	● 33.34 ($38.99) 44.1	$38.45	-1.38%	Add 17.57%	9,366,068	1,400,031
INTA	Intapp Inc	2026-03-31	Reduce Reduce	-0.15%	● 19.47 ($29.81) 45.45	$37.70	26.47%	Reduce -35.57%	2,144,270	-1,183,719
FROG	JFrog Ltd	2026-03-31	Reduce Reduce	-0.15%	● 34.75 ($49.11) 62.96	$89.52	82.28%	Reduce -58.47%	620,313	-873,205
RBC	RBC Bearings Inc	2026-03-31	Reduce Reduce	-0.15%	● 458.79 ($530.83) 584.89	$567.25	6.86%	Reduce -40.13%	181,481	-121,629
LPX	Louisiana-Pacific Corp	2026-03-31	Sold Out Sold Out	-0.15%	● 69.92 ($84.23) 98.57	$78.51	-6.79%	Sold Out	0	-674,577
GTLB	GitLab Inc	2026-03-31	Sold Out Sold Out	-0.15%	● 20.35 ($29.21) 38.17	$38.97	33.41%	Sold Out	0	-1,426,527
BLLN	BillionToOne Inc	2026-03-31	Add Add	+0.14%	● 64.03 ($81.85) 99.15	$93.39	14.10%	Add 336.17%	741,485	571,485
ODD	ODDITY Tech Ltd	2026-03-31	Reduce Reduce	-0.14%	● 11.77 ($25.06) 39.45	$14.12	-43.66%	Reduce -95.37%	62,630	-1,291,085
RRR	Red Rock Resorts Inc	2026-03-31	Add Add	+0.14%	● 52.19 ($60.99) 66.79	$61.88	1.46%	Add 7.13%	13,412,846	892,954
CZR	Caesars Entertainment Inc	2026-03-31	New Buy New Buy	+0.13%	● 18.14 ($23.78) 29.07	$30.15	26.79%	New holding	1,643,199	1,643,199
KRMN	Karman Holdings Inc	2026-03-31	Reduce Reduce	-0.13%	● 74.82 ($96.44) 115.29	$58.23	-39.62%	Reduce -33.18%	1,279,093	-635,128
MASI Unlock Delisted	Masimo Corp	2026-03-31	Sold Out Sold Out	-0.13%	● 127.4 ($156.95) 178.7	$179.95	14.65%	Sold Out	0	-373,899
AMT	American Tower Corp	2026-03-31	Reduce Reduce	-0.12%	● 167.27 ($179.93) 193.09	$172.54	-4.11%	Reduce -91.15%	23,709	-244,104
CBRE	CBRE Group Inc	2026-03-31	Reduce Reduce	-0.12%	● 131.77 ($151.95) 171.61	$148.18	-2.48%	Reduce -20.96%	1,074,451	-284,881
JEF	Jefferies Financial Group Inc	2026-03-31	Add Add	+0.12%	● 36.02 ($51.9) 66.26	$56.62	9.09%	Add 156.52%	1,530,228	933,700
VIST	Vista Energy SAB de CV	2026-03-31	New Buy New Buy	+0.12%	● 43.88 ($58.33) 76.55	$65.96	13.08%	New holding	530,237	530,237
BBD	Bank Bradesco SA	2026-03-31	New Buy New Buy	+0.11%	● 3.36 ($3.79) 4.19	$3.37	-11.08%	New holding	10,083,509	10,083,509
HTFL	HeartFlow Inc	2026-03-31	Add Add	+0.11%	● 20.49 ($27.15) 37.16	$28.81	6.11%	Add 66.13%	3,827,531	1,523,654
MELI	MercadoLibre Inc	2026-03-31	Reduce Reduce	-0.11%	● 1599.52 ($1929.04) 2295	$1,820.69	-5.62%	Reduce -30.94%	42,793	-19,171
MGM	MGM Resorts International	2026-03-31	New Buy New Buy	+0.11%	● 32.75 ($35.61) 38.06	$44.47	24.88%	New holding	996,534	996,534
SCHW	Charles Schwab Corp	2026-03-31	Add Add	+0.11%	● 91.24 ($98.07) 107.21	$107.60	9.72%	Add 5.72%	7,464,316	404,007
ACLX Unlock Delisted	Arcellx Inc	2026-03-31	Sold Out Sold Out	-0.11%	● 61.83 ($88.26) 114.82	$115.07	30.38%	Sold Out	0	-609,697
TEAM	Atlassian Corp	2026-03-31	Reduce Reduce	-0.10%	● 65.12 ($98.55) 160.87	$149.07	51.26%	Reduce -99.16%	1,845	-217,438
TECH	Bio-Techne Corp	2026-03-31	Reduce Reduce	-0.10%	● 48.81 ($60.02) 71.38	$72.30	20.45%	Reduce -53.5%	561,441	-646,058
GDS	GDS Holdings Ltd	2026-03-31	Add Add	+0.10%	● 37.53 ($42.88) 47.52	$31.97	-25.44%	Add 21.46%	4,597,246	812,398
H	Hyatt Hotels Corp	2026-03-31	Add Add	+0.10%	● 139.3 ($158.7) 171.84	$177.71	11.98%	Add 3.85%	6,341,673	235,188
IBKR	Interactive Brokers Group Inc	2026-03-31	Reduce Reduce	-0.10%	● 63.69 ($71.38) 78.42	$87.82	23.03%	Reduce -12.84%	4,047,376	-596,000
KTOS	Kratos Defense & Security Solutions Inc Kratos Defense & Security Solutions Inc	2026-03-31	Reduce Reduce	-0.10%	● 65.28 ($95.89) 130.72	$60.77	-36.63%	Reduce -40.87%	715,395	-494,378
IOT	Samsara Inc	2026-03-31	Add Add	+0.10%	● 24.25 ($30.54) 36.31	$40.88	33.86%	Add 24.27%	5,119,835	999,804
FBIN	Fortune Brands Innovations Inc	2026-03-31	Sold Out Sold Out	-0.10%	● 37.16 ($52.01) 64.44	$50.78	-2.36%	Sold Out	0	-773,799
BN	Brookfield Corp	2026-03-31	Reduce Reduce	-0.09%	● 38.26 ($44.32) 49.17	$44.08	-0.54%	Reduce -20.09%	2,905,510	-730,407
CHH	Choice Hotels International Inc	2026-03-31	Add Add	+0.09%	● 95.46 ($103.99) 111.05	$106.66	2.57%	Add 4.11%	7,690,494	303,919
CPNG	Coupang Inc	2026-03-31	Reduce Reduce	-0.09%	● 16.79 ($19.58) 23.53	$16.23	-17.11%	Reduce -34.27%	2,809,513	-1,464,837
MSCI	MSCI Inc	2026-03-31	Reduce Reduce	-0.09%	● 511.84 ($563.88) 624.75	$563.17	-0.13%	Reduce -2.05%	2,699,389	-56,358
NVMI	Nova Ltd	2026-03-31	Reduce Reduce	-0.09%	● 347.34 ($440.43) 497.63	$392.96	-10.78%	Reduce -61.26%	59,858	-94,653
OFRM	Once Upon a Farm PBC	2026-03-31	New Buy New Buy	+0.09%	● 15.25 ($20.58) 25.92	$17.93	-12.88%	New holding	1,749,858	1,749,858
PENN	PENN Entertainment Inc	2026-03-31	New Buy New Buy	+0.09%	● 11.76 ($13.91) 15.64	$20.18	45.08%	New holding	2,092,244	2,092,244
TOL	Toll Brothers Inc	2026-03-31	Reduce Reduce	-0.09%	● 130.46 ($146.83) 166.12	$155.09	5.63%	Reduce -20.08%	932,031	-234,239
MTN	Vail Resorts Inc	2026-03-31	Add Add	+0.09%	● 124.03 ($136.39) 144.39	$148.83	9.12%	Add 4.86%	5,043,533	233,605
BAM	Brookfield Asset Management Ltd	2026-03-31	Reduce Reduce	-0.08%	● 42.87 ($48.84) 55.14	$52.49	7.47%	Reduce -59.58%	398,072	-586,799
FIG	Figma Inc	2026-03-31	Add Add	+0.08%	● 20.16 ($27.44) 37.61	$23.29	-15.12%	Add 173.63%	2,052,204	1,302,204
UDR	UDR Inc	2026-03-31	New Buy New Buy	+0.08%	● 33.58 ($36.72) 39.77	$38.41	4.60%	New holding	772,594	772,594
XP	XP Inc	2026-03-31	Add Add	+0.08%	● 16.18 ($19.32) 22.95	$16.24	-15.94%	Add 123.72%	2,674,571	1,479,094
DT	Dynatrace Inc	2026-03-31	Add Add	+0.07%	● 33.47 ($38.22) 43.84	$48.97	28.13%	Add 44.03%	2,159,694	660,194
NPO	Enpro Inc	2026-03-31	Add Add	+0.07%	● 219.21 ($250.34) 278	$332.98	33.01%	Add 31.08%	391,730	92,880
IRTC	iRhythm Holdings Inc	2026-03-31	New Buy New Buy	+0.07%	● 113 ($144.3) 189.25	$127.83	-11.41%	New holding	183,900	183,900
MC	Moelis & Co	2026-03-31	Reduce Reduce	-0.07%	● 51.38 ($65.01) 77.75	$66.63	2.49%	Reduce -68.2%	163,197	-350,000
SHW	Sherwin-Williams Co	2026-03-31	New Buy New Buy	+0.07%	● 303.53 ($344.24) 372.6	$369.73	7.40%	New holding	70,846	70,846
TEM	Tempus AI Inc	2026-03-31	Add Add	+0.07%	● 42.37 ($56.83) 70.33	$52.05	-8.41%	Add 153%	899,278	543,832
WAY	Waystar Holding Corp	2026-03-31	Add Add	+0.07%	● 21.74 ($26.54) 34.5	$24.23	-8.69%	Add 66.87%	2,325,569	931,935
AXGN	Axogen Inc	2026-03-31	New Buy New Buy	+0.06%	● 28.55 ($32.51) 35.38	$46.43	42.82%	New holding	643,743	643,743
CWST	Casella Waste Systems Inc	2026-03-31	Add Add	+0.06%	● 74.97 ($95.81) 107.34	$89.41	-6.68%	Add 61%	718,461	272,219
SKY	Champion Homes Inc	2026-03-31	Reduce Reduce	-0.06%	● 72.25 ($86.13) 97.46	$94.66	9.90%	Reduce -35.25%	469,822	-255,720
LRCX	Lam Research Corp	2026-03-31	Add Add	+0.06%	● 185.06 ($223.59) 249.48	$311.35	39.25%	Add 316.25%	116,670	88,641
RKT	Rocket Companies Inc	2026-03-31	Add Add	+0.06%	● 13.49 ($18.19) 23.44	$13.72	-24.57%	Add 102.26%	2,828,334	1,429,974
VEEV	Veeva Systems Inc	2026-03-31	Reduce Reduce	-0.06%	● 171.99 ($196.48) 241.16	$230.47	17.30%	Reduce -35.85%	168,126	-93,944
CVCO	Cavco Industries Inc	2026-03-31	Sold Out Sold Out	-0.06%	● 460.16 ($567.69) 697.76	$592.23	4.32%	Sold Out	0	-37,078
CWK	Cushman & Wakefield Ltd	2026-03-31	Sold Out Sold Out	-0.06%	● 11.8 ($14.34) 17.2	$13.83	-3.56%	Sold Out	0	-1,481,285
COO	The Cooper Companies Inc	2026-03-31	Reduce Reduce	-0.05%	● 69.31 ($79.12) 84.32	$74.23	-6.18%	Reduce -31.55%	454,864	-209,627
BAP	Credicorp Ltd	2026-03-31	Reduce Reduce	-0.05%	● 286.41 ($335.22) 375.25	$386.93	15.43%	Reduce -22.04%	222,224	-62,820
CRWD	CrowdStrike Holdings Inc	2026-03-31	Add Add	+0.05%	● 87.56 ($105.97) 119.73	$214.42	102.34%	Add 54.19%	442,352	38,867
FICO	Fair Isaac Corp	2026-03-31	Reduce Reduce	-0.05%	● 995 ($1371.63) 1665.53	$1,041.40	-24.08%	Reduce -15.62%	57,929	-10,722
YMM	Full Truck Alliance Co Ltd	2026-03-31	Reduce Reduce	-0.05%	● 8.07 ($9.51) 11.6	$9.63	1.26%	Reduce -27.51%	4,184,358	-1,588,265
ICLR	Icon PLC	2026-03-31	Reduce Reduce	-0.05%	● 80.08 ($136.6) 202.92	$164.51	20.43%	Reduce -20.11%	426,805	-107,443
LVS	Las Vegas Sands Corp	2026-03-31	Reduce Reduce	-0.05%	● 51.62 ($56.91) 65.21	$45.77	-19.57%	Reduce -18.12%	1,226,430	-271,462
LPLA	LPL Financial Holdings Inc	2026-03-31	Reduce Reduce	-0.05%	● 284.05 ($335.53) 393.25	$362.63	8.08%	Reduce -30.51%	121,778	-53,467
MTD	Mettler-Toledo International Inc	2026-03-31	Reduce Reduce	-0.05%	● 1168 ($1349.02) 1496.61	$1,429.46	5.96%	Reduce -8.68%	133,639	-12,695
VTR	Ventas Inc	2026-03-31	Reduce Reduce	-0.05%	● 74.9 ($81.86) 88	$93.36	14.05%	Reduce -18.13%	998,339	-221,144
VMC	Vulcan Materials Co	2026-03-31	Reduce Reduce	-0.05%	● 257.02 ($294.22) 330.37	$284.69	-3.24%	Reduce -31.68%	153,819	-71,313
WST	West Pharmaceutical Services Inc	2026-03-31	Reduce Reduce	-0.05%	● 230.95 ($248.81) 280.83	$354.07	42.31%	Reduce -24.1%	199,750	-63,439
TTD	The Trade Desk Inc	2026-03-31	Sold Out Sold Out	-0.05%	● 21.28 ($28.87) 40.11	$13.80	-52.20%	Sold Out	0	-500,036

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