BF
| |
Baron FinTech Fund | BFIUXMutual Fund | |
| BARON SELECT FUNDS | |
| Last update 2025-06-23 | 45 Stocks (0 new) |
| Value $67.00 Mil | Turnover 1 % |
Baron FinTech 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V | Visa Inc | 9,500 | 3,329.4 | -5.00% | 4.970 | -0.23% | 0.000 | +6.35% | +11.71% | 687,358.6 | Credit Services | |
MA | Mastercard Inc | 5,750 | 3,151.7 | -4.17% | 4.710 | -0.19% | 0.000 | +6.10% | +6.58% | 507,400.0 | Credit Services | |
SPGI | S&P Global Inc | 6,200 | 3,150.2 | 0% | 4.710 | 0% | 0.000 | +11.22% | +4.35% | 158,803.4 | Capital Markets | |
FI | Fiserv Inc | 13,000 | 2,870.8 | 0% | 4.290 | 0% | 0.000 | -22.54% | -19.20% | 92,024.9 | Software | |
PGR | Progressive Corp | 10,000 | 2,830.1 | -0.99% | 4.230 | -0.03% | 0.000 | -6.64% | +5.30% | 145,008.3 | Insurance | |
TW | Tradeweb Markets Inc | 19,000 | 2,820.7 | +1.06% | 4.210 | +0.04% | 0.010 | +1.98% | +3.46% | 28,852.8 | Capital Markets | |
LPLA | LPL Financial Holdings Inc | 8,600 | 2,813.4 | 0% | 4.200 | 0% | 0.010 | +24.80% | +14.85% | 29,939.7 | Capital Markets | |
MELI | MercadoLibre Inc | 1,320 | 2,575.2 | -3.65% | 3.850 | -0.12% | 0.000 | +12.05% | +40.24% | 120,899.0 | Retail - Cyclical | |
GWRE | Guidewire Software Inc | 13,400 | 2,510.6 | -0.74% | 3.750 | -0.02% | 0.020 | +17.62% | +32.39% | 18,790.7 | Software | |
FICO | Fair Isaac Corp | 1,340 | 2,471.2 | -0.74% | 3.690 | -0.03% | 0.010 | -18.22% | -23.07% | 37,282.5 | Software |
Baron FinTech Fund's Historical Top Holdings Breakdowns
Baron FinTech Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WEX | WEX Inc | 2025-03-31 | Sold Out Sold Out | -0.84% | 148.29 ($164.66) 186.78 | $160.68 | -2.42% | Sold Out | 0 | -3,300 | |
HOOD | Robinhood Markets Inc | 2025-03-31 | Add Add | +0.74% | 35.63 ($47.54) 65.28 | $101.85 | 114.24% | Add 150% | 20,000 | 12,000 | |
TTAN | ServiceTitan Inc | 2025-03-31 | Add Add | +0.36% | 82.34 ($97) 105.79 | $117.10 | 20.72% | Add 50% | 7,500 | 2,500 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -0.23% | 306.92 ($338.38) 362.71 | $351.86 | 3.98% | Reduce -5% | 9,500 | -500 | |
MA | Mastercard Inc | 2025-03-31 | Reduce Reduce | -0.19% | 504.67 ($544.39) 576.31 | $558.76 | 2.64% | Reduce -4.17% | 5,750 | -250 | |
APO | Apollo Asset Management, Inc. | 2025-03-31 | Reduce Reduce | -0.19% | 126.01 ($153.77) 172.06 | $149.65 | -2.68% | Reduce -4.49% | 17,000 | -800 | |
INTU | Intuit Inc | 2025-03-31 | Reduce Reduce | -0.18% | 555.63 ($600.51) 630.23 | $766.78 | 27.69% | Reduce -4.76% | 4,000 | -200 | |
GPN | Global Payments Inc | 2025-03-31 | Sold Out Sold Out | -0.16% | 92.18 ($104.64) 113.03 | $84.11 | -19.62% | Sold Out | 0 | -1,000 | |
BLK | BlackRock Inc | 2025-03-31 | Reduce Reduce | -0.15% | 900.46 ($980.1) 1075.5 | $1,100.39 | 12.27% | Reduce -8.33% | 1,100 | -100 | |
ACN | Accenture PLC | 2025-03-31 | Reduce Reduce | -0.15% | 300.91 ($353.16) 398.25 | $286.96 | -18.75% | Reduce -20% | 1,200 | -300 |
Baron FinTech Fund Total Holding History ($B)
Baron FinTech Fund's Asset Allocation
Baron FinTech Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Baron FinTech Fund's Hypothetical Growth since 2025-03-31
Baron FinTech Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Baron FinTech Fund's Holdings Heat Map
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Baron FinTech Fund's Holdings Bubble Chart
Baron FinTech Fund News
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