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Baron Durable Advantage Fund | BDAFXMutual Fund | |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | |
| Last update 2025-06-24 | 32 Stocks (1 new) |
| Value $445.00 Mil | Turnover 6 % |
Baron Durable Advantage Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 57,053 | 32,883.1 | 0% | 7.380 | 0% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
MSFT | Microsoft Corp | 82,317 | 30,901.0 | -6.42% | 6.940 | -0.49% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 161,969 | 30,816.2 | 0% | 6.920 | 0% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
V | Visa Inc | 62,415 | 21,874.0 | 0% | 4.910 | 0% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
NVDA | NVIDIA Corp | 197,480 | 21,402.9 | +9.21% | 4.800 | +0.40% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
SPGI | S&P Global Inc | 38,811 | 19,719.9 | 0% | 4.430 | 0% | 0.010 | +13.50% | +5.68% | 160,818.3 | Capital Markets | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 113,945 | 18,914.9 | 0% | 4.250 | 0% | 0.000 | +58.99% | +22.63% | 1,246,839.4 | Semiconductors | |
AVGO | Broadcom Inc | 102,986 | 17,243.0 | -4.31% | 3.870 | -0.22% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
GOOG | Alphabet Inc | 108,985 | 17,026.7 | -6.60% | 3.820 | -0.30% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
APO | Apollo Asset Management, Inc. | 111,830 | 15,314.0 | -4.77% | 3.440 | -0.19% | 0.020 | +20.32% | -7.38% | 86,867.1 | Asset Management |
Baron Durable Advantage Fund's Historical Top Holdings Breakdowns
Baron Durable Advantage Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MPWR | Monolithic Power Systems Inc | 2025-03-31 | Add Add | +1.90% | 565.7 ($630.15) 720.25 | $725.24 | 15.09% | Add 172.26% | 23,150 | 14,647 | |
ADBE | Adobe Inc | 2025-03-31 | Sold Out Sold Out | -1.77% | 377.84 ($428.84) 464.11 | $365.79 | -14.70% | Sold Out | 0 | -19,136 | |
BAH | Booz Allen Hamilton Holding Corp | 2025-03-31 | Sold Out Sold Out | -1.56% | 102.72 ($120.53) 143.06 | $109.33 | -9.29% | Sold Out | 0 | -58,147 | |
TXRH | Texas Roadhouse Inc | 2025-03-31 | New Buy New Buy | +1.22% | 166.63 ($176.95) 185.86 | $184.08 | 4.03% | New holding | 32,497 | 32,497 | |
WELL | Welltower Inc | 2025-03-31 | Add Add | +1.06% | 124.05 ($142.48) 156.86 | $159.05 | 11.63% | Add 156.82% | 50,373 | 30,759 | |
A | Agilent Technologies Inc | 2025-03-31 | Sold Out Sold Out | -1.01% | 116.69 ($134.77) 152.6 | $113.99 | -15.42% | Sold Out | 0 | -35,986 | |
LPLA | LPL Financial Holdings Inc | 2025-03-31 | Add Add | +0.93% | 308.87 ($348.21) 383.33 | $393.31 | 12.95% | Add 38.64% | 45,537 | 12,691 | |
INTU | Intuit Inc | 2025-03-31 | Add Add | +0.55% | 555.63 ($600.51) 630.23 | $752.63 | 25.33% | Add 25.6% | 19,432 | 3,961 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.49% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -6.42% | 82,317 | -5,644 | |
ACN | Accenture PLC | 2025-03-31 | Reduce Reduce | -0.42% | 300.91 ($353.16) 398.25 | $282.44 | -20.02% | Reduce -24.14% | 18,266 | -5,812 |
Baron Durable Advantage Fund Total Holding History ($B)
Baron Durable Advantage Fund's Asset Allocation
Baron Durable Advantage Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Baron Durable Advantage Fund's Hypothetical Growth since 2025-03-31
Baron Durable Advantage Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Baron Durable Advantage Fund's Holdings Heat Map
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Baron Durable Advantage Fund's Holdings Bubble Chart
Baron Durable Advantage Fund News
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