Ron Baron

Ron Baron

Last Update: 02-14-2018

Number of Stocks: 319
Number of New Stocks: 20

Total Value: $21,693 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
GWRE Guidewire Software Inc 2017-12-31 Add0.39%$70.45 - $82.77
($77.26)
$ 86.5712%Add 22.70%6,236,133
LOMA Loma Negra Cia Industria Argentina SA 2017-12-31 Buy 0.24%$21 - $23.6
($22.04)
$ 21.11-4%New holding2,299,109
ALTR Altair Engineering Inc 2017-12-31 Buy 0.23%$17.41 - $24.9
($22.23)
$ 29.6533%New holding2,100,528
PBR Petroleo Brasileiro SA Petrobras 2017-12-31 Buy 0.23%$9.43 - $11.17
($10.23)
$ 14.2940%New holding4,820,210
RRR Red Rock Resorts Inc 2017-12-31 Add0.15%$23.1 - $34.52
($27.83)
$ 30.289%Add 13.79%8,074,735
TREE LendingTree Inc 2017-12-31 Buy 0.15%$221.45 - $352.5
($283.73)
$ 321.2513%New holding98,371
BIDU Baidu Inc 2017-12-31 Add0.13%$229.66 - $272.82
($244.63)
$ 236.92-3%Add 17.89%804,575
FMX Fomento Economico Mexicano SAB de CV 2017-12-31 Add0.12%$85.78 - $96.96
($91.26)
$ 96.656%Add 63.99%726,353
IBP Installed Building Products Inc 2017-12-31 Buy 0.11%$60.45 - $77.4
($69.15)
$ 55.85-19%New holding300,000
LEN Lennar Corp 2017-12-31 Buy 0.11%$51.78 - $64
($58.57)
$ 54.61-7%New holding390,947
VEEV Veeva Systems Inc 2017-12-31 Add0.1%$54 - $62.97
($58.86)
$ 74.7027%Add 767.91%424,253
MIC Macquarie Infrastructure Corp 2017-12-31 Add0.09%$63.85 - $73.4
($67.74)
$ 39.37-42%Add 104.95%624,519
OLLI Ollie's Bargain Outlet Holdings Inc 2017-12-31 Add0.09%$43.3 - $53.6
($47.15)
$ 62.7533%Add 252.23%519,774
BMA Banco Macro SA 2017-12-31 Add0.08%$96.68 - $135.46
($117.38)
$ 108.66-7%Add 29.26%628,757
HLI Houlihan Lokey Inc 2017-12-31 Buy 0.08%$39.25 - $46.02
($42.76)
$ 45.476%New holding363,850
MTSI MACOM Technology Solutions Holdings Inc 2017-12-31 Add0.08%$30.02 - $45.48
($36.22)
$ 17.01-53%Add 58.17%1,487,000
TDOC Teladoc Inc 2017-12-31 Add0.08%$28.05 - $36.75
($33.15)
$ 42.6529%Add 32.67%1,931,500
TFX Teleflex Inc 2017-12-31 Add0.06%$236.76 - $270.19
($251.1)
$ 268.527%Add 38.39%189,785
BITA Bitauto Holdings Ltd 2017-12-31 Add0.05%$28.51 - $53.21
($40.97)
$ 20.30-50%Add 22.59%1,831,604
GTT GTT Communications Inc 2017-12-31 Add0.05%$32.4 - $46.95
($38.08)
$ 52.2037%Add 9.74%2,500,000
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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
16.7% 7.9% 12.8%
» More Profile & Performance

Ron Baron's Current Portfolio:

Ticker Shares Value ($1000)
MTN5,119,6821,087,779
IT7,047,510867,901
CSGP2,624,218779,262
ACGL8,433,758765,532
IDXX4,700,932735,132
FDS3,001,478578,565
TSLA1,612,051501,912
GWRE6,236,133463,095
ANSS2,613,635385,746
GLPI10,402,688384,899
» More Current Portfolio

Ron Baron's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 25.2% 25.2%
Financial Services 15.1% 15.1%
Technology 10.5% 10.5%
Healthcare 9.8% 9.8%
Real Estate 9.7% 9.7%
Basic Materials 3.6% 3.6%
Communication Services 2.7% 2.7%
Consumer Defensive 1.5% 1.5%
Energy 1.4% 1.4%
Industrials 0% 0%
Utilities 0% 0%
» More Sector Weightings

Ron Baron's News:

» More Related News


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