BG

Baron Global Advantage Fund | BGAFX

Mutual Fund
BARON SELECT FUNDS
Last update 2025-06-23 41 Stocks (1 new)
Value $507.00 Mil Turnover 1 %
Countries:
Top Holdings: TSLA(11.96%)MELI(8.96%)SHOP(8.92%)NVDA(7.71%)NET(6.26%)
Summary Stock Picks Current Portfolio
Baron Global Advantage Fund Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSLA
Tesla Inc
327,380
60,565.3
0%
11.960
0%
0.010
+31.61%
-18.29%
1,062,887.9
Vehicles & Parts
MELI
MercadoLibre Inc
23,269
45,394.8
-0.62%
8.960
-0.04%
0.050
+11.49%
+40.30%
120,950.2
Retail - Cyclical
SHOP
Shopify Inc
473,412
45,156.4
-9.90%
8.920
-0.95%
0.040
+33.05%
+13.82%
156,311.7
Software
NVDA
NVIDIA Corp
360,318
39,051.3
-0.47%
7.710
-0.04%
0.000
+64.73%
+26.00%
4,125,847.9
Semiconductors
NET
Cloudflare Inc
281,213
31,689.9
-18.57%
6.260
-1.18%
0.080
+65.87%
+73.76%
64,850.8
Software
CPNG
Coupang Inc
1,180,988
25,899.1
-6.75%
5.110
-0.32%
0.070
+35.62%
+39.26%
55,575.9
Retail - Cyclical
ARGX
argenx SE
38,169
22,590.9
-14.86%
4.460
-0.70%
0.060
-4.09%
-7.27%
34,789.0
Biotechnology
NSE:BAJFINANCE
Bajaj Finance Ltd
406,298
21,165.8
0%
4.180
0%
0.000
+3.50%
+40.47%
5,916,679.2
Credit Services
SNOW
Snowflake Inc
116,938
17,091.7
0%
3.370
0%
0.040
+43.93%
+37.39%
70,782.2
Software
NSE:ETERNAL
Eternal Ltd
6,607,712
15,522.1
0%
3.060
0%
0.070
+26.25%
+7.82%
2,722,614.6
Retail - Cyclical

Baron Global Advantage Fund's Historical Top Holdings Breakdowns

Baron Global 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
NET
Cloudflare Inc
2025-03-31
Reduce
Reduce
-1.18%
●
110.71 ($132.56) 176.5
$187.10
41.14%
Reduce -18.57%
281,213
-64,146
SHOP
Shopify Inc
2025-03-31
Reduce
Reduce
-0.95%
●
90.59 ($108.97) 129.31
$121.02
11.06%
Reduce -9.9%
473,412
-52,012
ARGX
argenx SE
2025-03-31
Reduce
Reduce
-0.70%
●
571 ($631.12) 671.75
$570.30
-9.64%
Reduce -14.86%
38,169
-6,660
WIX
Wix.com Ltd
2025-03-31
Reduce
Reduce
-0.68%
●
163.38 ($207.73) 246.76
$155.53
-25.13%
Reduce -21.12%
69,679
-18,653
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Add
Add
+0.42%
●
165.25 ($194.34) 224.62
$237.90
22.41%
Add 38.78%
45,929
12,835
CRWD
CrowdStrike Holdings Inc
2025-03-31
Reduce
Reduce
-0.33%
●
308.86 ($381.06) 455.36
$460.90
20.95%
Reduce -25.27%
16,812
-5,685
VKTX
Viking Therapeutics Inc
2025-03-31
Add
Add
+0.32%
●
24.15 ($31.61) 42.89
$33.65
6.45%
Add 713.07%
74,811
65,610
CPNG
Coupang Inc
2025-03-31
Reduce
Reduce
-0.32%
●
21.34 ($23.24) 25.52
$30.61
31.71%
Reduce -6.75%
1,180,988
-85,431
SAIL
SailPoint Inc
2025-03-31
New Buy
New Buy
+0.28%
●
18.12 ($21.79) 25.7
$20.61
-5.44%
New holding
76,958
76,958
AFYA
Afya Ltd
2025-03-31
Reduce
Reduce
-0.15%
●
14.88 ($16.68) 18.07
$14.95
-10.37%
Reduce -11.4%
428,177
-55,084

Baron Global Advantage Fund Total Holding History ($B)

To

Baron Global Advantage Fund's Asset Allocation

To

Baron Global Advantage Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Baron Global Advantage Fund's Hypothetical Growth since 2025-03-31

Baron Global Advantage Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Baron Global Advantage Fund's Holdings Heat Map

Size field:

Baron Global Advantage Fund's Holdings Bubble Chart

Baron Global Advantage Fund News

  • 1

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