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 Bought 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
KNSL Kinsale Capital Group Inc 2017-06-30 Add0.17%$31.38 - $37.88
($35.06)
$ 43.5624%Add 387.79%1,167,810
CWH Camping World Holdings Inc 2017-06-30 Add0.16%$26.56 - $32.24
($29.57)
$ 44.3550%Add 93.69%2,130,600
RRR Red Rock Resorts Inc 2017-06-30 Add0.15%$21.99 - $24.4
($23.3)
$ 23.742%Add 28.79%5,545,089
UAA Under Armour Inc 2017-06-30 Add0.15%$18.89 - $23.14
($20.32)
$ 17.48-14%Add 23.69%6,954,671
GKOS Glaukos Corp 2017-06-30 Add0.1%$36.83 - $52.23
($43.23)
$ 33.62-22%Add 75.71%1,072,246
BIDU Baidu Inc 2017-06-30 Add0.09%$172.44 - $191.95
($181.08)
$ 264.9046%Add 40.78%352,007
BYD Boyd Gaming Corp 2017-06-30 Add0.09%$21.32 - $25.93
($24.05)
$ 28.7019%Add 94.83%1,384,937
YNDX Yandex NV 2017-06-30 Add0.09%$21.67 - $28.99
($25.99)
$ 31.1620%Add 52.50%1,925,316
BITA Bitauto Holdings Ltd 2017-06-30 Add0.08%$23.48 - $32.48
($27.97)
$ 50.1679%Add 74.18%1,275,700
BABA Alibaba Group Holding Ltd 2017-06-30 Add0.07%$107.44 - $143.95
($122.95)
$ 177.3244%Add 8.13%1,381,529
EXPE Expedia Inc 2017-06-30 Add0.07%$124.97 - $154.43
($140)
$ 152.809%Add 30.10%412,322
SUM Summit Materials Inc 2017-06-30 Add0.07%USD 23.85 - USD 28.94
(USD 26.78)
USD 31.7719%Add 19.75%2,814,202
ALGN Align Technology Inc 2017-06-30 Add0.06%$113.73 - $153.5
($135.06)
$ 200.8849%Add 309.58%106,654
AMT American Tower Corp 2017-06-30 Add0.06%$120.64 - $135.75
($127.96)
$ 139.079%Add 26.45%462,746
AMZN Amazon.com Inc 2017-06-30 Add0.05%$884.67 - $1011.34
($952.86)
$ 982.913%Add 13.74%83,616
JBT John Bean Technologies Corp 2017-06-30 Add0.05%$83.65 - $96.4
($88.62)
$ 103.9517%Add 33.33%400,000
BSAC Banco Santander Chile 2017-06-30 Add0.04%$23.59 - $25.52
($24.57)
$ 30.8125%Add 25.82%1,473,798
BWXT BWX Technologies Inc 2017-06-30 Add0.04%$46.34 - $50.71
($48.44)
$ 59.8624%Add 63.51%440,519
CAKE Cheesecake Factory Inc 2017-06-30 Add0.04%$49.76 - $67.09
($59.23)
$ 43.96-26%Add 30.00%650,000
FAST Fastenal Co 2017-06-30 Add0.04%$42.1 - $51.76
($45.02)
$ 48.397%Add 18.48%1,049,311
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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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