Ron Baron

Ron Baron

Last Update: 10-10-2017

Number of Stocks: 338
Number of New Stocks: 38

Total Value: $19,575 Mil
Q/Q Turnover: 4%

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
PNRA Panera Bread Co 2017-06-30 Sold Out -0.85%$261.87 - $315.44
($311.89)
$ 314.931%Sold Out0
NORD Nord Anglia Education Inc 2017-06-30 Reduce-0.75%$25.34 - $32.82
($31.03)
$ 32.575%Reduce -82.00%1,220,092
VRSK Verisk Analytics Inc 2017-06-30 Reduce-0.35%USD 76.75 - USD 84.06
(USD 80.9)
USD 84.314%Reduce -34.66%1,547,902
IDXX IDEXX Laboratories Inc 2017-06-30 Reduce-0.28%USD 153.6 - USD 171.94
(USD 162.29)
USD 160.00-1%Reduce -6.77%4,726,336
CSTE Caesarstone Ltd 2017-06-30 Reduce-0.26%$34 - $43.75
($37.51)
$ 29.05-23%Reduce -50.47%1,336,948
BAH Booz Allen Hamilton Holding Corp 2017-06-30 Sold Out -0.24%$31.9 - $39.53
($36)
$ 37.614%Sold Out0
DKS Dick's Sporting Goods Inc 2017-06-30 Reduce-0.23%$38.05 - $51.84
($45.18)
$ 25.12-44%Reduce -45.57%1,052,703
GTT GTT Communications Inc 2017-06-30 Buy 0.22%$23.55 - $33.9
($29.51)
$ 32.4010%New holding1,350,000
CISN Cision Ltd 2017-06-30 Buy 0.21%$9.95 - $10.85
($10.42)
$ 13.1927%New holding4,021,000
BMA Banco Macro SA 2017-06-30 Buy 0.18%$83.9 - $96.57
($87.93)
$ 125.8743%New holding385,490
GLPI Gaming and Leisure Properties Inc 2017-06-30 Reduce-0.17%$33.33 - $38.53
($35.76)
$ 36.683%Reduce -8.35%10,557,704
KNSL Kinsale Capital Group Inc 2017-06-30 Add0.17%$31.38 - $37.88
($35.06)
$ 42.5121%Add 387.79%1,167,810
MOMO Momo Inc 2017-06-30 Reduce-0.17%$32.89 - $43.82
($38.29)
$ 33.35-13%Reduce -59.66%631,624
CWH Camping World Holdings Inc 2017-06-30 Add0.16%$26.56 - $32.24
($29.57)
$ 43.4647%Add 93.69%2,130,600
MMS Maximus Inc 2017-06-30 Reduce-0.15%$57.42 - $64.38
($62.05)
$ 64.794%Reduce -12.33%3,133,216
RRR Red Rock Resorts Inc 2017-06-30 Add0.15%$21.99 - $24.4
($23.3)
$ 23.782%Add 28.79%5,545,089
UAA Under Armour Inc 2017-06-30 Add0.15%$18.89 - $23.14
($20.32)
$ 16.31-20%Add 23.69%6,954,671
TRU TransUnion 2017-06-30 Buy 0.14%$37.97 - $44.44
($41.36)
$ 49.6620%New holding638,926
TWOU 2U Inc 2017-06-30 Buy 0.13%$39.66 - $48.2
($43.45)
$ 59.7337%New holding532,588
BFAM Bright Horizons Family Solutions Inc 2017-06-30 Reduce-0.13%$70.04 - $80.76
($75.88)
$ 85.0712%Reduce -7.49%4,028,696
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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)
MTN5,136,1821,041,772
IT7,055,955871,481
ACGL8,540,655796,758
CSGP2,907,591766,441
IDXX4,726,336762,925
TSLA1,602,106579,338
FDS2,993,262497,420
GLPI10,557,704397,709
MTD616,555362,867
GWRE4,931,171338,821
» More Current Portfolio

Ron Baron's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 25.4% 25.4%
Financial Services 15.1% 15.1%
Real Estate 11.4% 11.4%
Healthcare 11.3% 11.3%
Technology 10.1% 10.1%
Basic Materials 2.8% 2.8%
Communication Services 2.4% 2.4%
Consumer Defensive 2.4% 2.4%
Energy 1% 1%
Industrials 0.2% 0.2%
Utilities 0.1% 0.1%
» More Sector Weightings

Ron Baron's News:

» More Related News


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