Ron Baron

Ron Baron

Last Update: 07-09-2018

Number of Stocks: 352
Number of New Stocks: 58

Total Value: $21,733 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
PAGS PagSeguro Digital Ltd 2018-03-31 Buy 0.45%$27.43 - $38.32
($32.1)
$ 26.30-18%New holding2,567,064
HUD Hudson Ltd 2018-03-31 Buy 0.2%$14.87 - $18
($15.99)
$ 17.077%New holding2,785,000
AMZN Amazon.com Inc 2018-03-31 Add0.16%$1189.01 - $1598.39
($1430.19)
$ 1843.9329%Add 48.07%73,947
MOMO Momo Inc 2018-03-31 Buy 0.16%$24.48 - $39.82
($31.61)
$ 45.4444%New holding908,466
WAT Waters Corp 2018-03-31 Buy 0.15%$191.79 - $218.7
($206.81)
$ 196.01-5%New holding168,468
HLI Houlihan Lokey Inc 2018-03-31 Add0.14%$43.6 - $51.55
($47.33)
$ 51.148%Add 180.11%1,019,189
IBP Installed Building Products Inc 2018-03-31 Add0.14%$55.55 - $77.6
($66.48)
$ 57.00-14%Add 166.67%800,000
COLD Americold Realty Trust 2018-03-31 Buy 0.13%$17.53 - $19.08
($18.08)
$ 21.2918%New holding1,528,439
OEC Orion Engineered Carbons SA 2018-03-31 Buy 0.12%$25.5 - $29.9
($27.91)
$ 31.6513%New holding1,000,000
PBR Petroleo Brasileiro SA Petrobras 2018-03-31 Add0.12%$10.7 - $14.71
($13.16)
$ 10.96-17%Add 38.46%6,674,235
PLNT Planet Fitness Inc 2018-03-31 Buy 0.1%$29.44 - $39.52
($35.05)
$ 49.1640%New holding600,000
H Hyatt Hotels Corp 2018-03-31 Add0.09%$73.22 - $81.69
($78.54)
$ 81.283%Add 5.95%4,722,351
PENN Penn National Gaming Inc 2018-03-31 Add0.09%$25.55 - $33.01
($28.89)
$ 35.7224%Add 12.57%6,481,736
SFLY Shutterfly Inc 2018-03-31 Add0.09%$48.45 - $85.74
($69.72)
$ 90.6130%Add 33.33%1,000,000
GWRE Guidewire Software Inc 2018-03-31 Add0.07%$74.46 - $91.17
($80.47)
$ 94.3617%Add 3.05%6,426,048
SAGE Sage Therapeutics Inc 2018-03-31 Add0.07%$152.15 - $192.33
($169.69)
$ 169.04-0%Add 107.96%183,263
SYNH Syneos Health Inc 2018-03-31 Buy 0.07%$31.7 - $44.1
($39.25)
$ 48.8524%New holding400,000
AAPL Apple Inc 2018-03-31 Add0.06%$155.15 - $181.72
($172.19)
$ 191.4511%Add 161.43%119,935
EXP Eagle Materials Inc 2018-03-31 Buy 0.06%$95.9 - $120.3
($107.8)
$ 107.830%New holding129,546
TSLA Tesla Inc 2018-03-31 Add0.06%$257.78 - $357.42
($329.93)
$ 322.69-2%Add 2.82%1,657,488
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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)
MTN4,974,6311,102,876
CSGP2,530,041917,595
IDXX4,471,606855,821
IT6,932,476815,398
ACGL24,213,366690,807
FDS2,905,347579,384
GWRE6,426,048519,417
TSLA1,657,488441,107
ANSS2,501,833392,012
CHH4,847,282388,510
» More Current Portfolio

Ron Baron's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 24.4% 24.4%
Financial Services 15.2% 15.2%
Healthcare 10.5% 10.5%
Real Estate 10.3% 10.3%
Technology 9.9% 9.9%
Basic Materials 3.1% 3.1%
Communication Services 2.7% 2.7%
Consumer Defensive 1.4% 1.4%
Energy 1.3% 1.3%
Industrials 0% 0%
» More Sector Weightings

Ron Baron's News:

» More Related News


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