BP
| |
Baron Partners Fund | BPTRXMutual Fund | |
| BARON SELECT FUNDS | |
| Last update 2026-05-22 | 23 Stocks (4 new) |
| Value $7.83 Bil | Turnover 18 % |
Baron Partners Fund Top Holdings of 2026-03-31
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 | 6,455,000 | 2,399,646.3 | 0% | 30.630 | 0% | 0.170 | +2.04% | -15.57% | 1,426,085.9 | Vehicles & Parts | |
ACGL | Arch Capital Group Ltd | 6,175,000 | 592,738.3 | 0% | 7.570 | 0% | 1.770 | +3.63% | +1.69% | 34,079.5 | Insurance | |
MSCI | MSCI Inc | 898,500 | 484,300.5 | +12.31% | 6.180 | +0.68% | 1.230 | +4.15% | -2.56% | 40,393.1 | Capital Markets | |
H | Hyatt Hotels Corp | 3,350,000 | 481,696.5 | +1.21% | 6.150 | +0.07% | 3.560 | +35.54% | +23.52% | 18,613.9 | Travel & Leisure | |
SCHW | Charles Schwab Corp | 4,865,500 | 457,259.7 | +10.58% | 5.840 | +0.56% | 0.280 | -3.68% | -8.62% | 157,687.4 | Capital Markets | |
FDS | FactSet Research Systems Inc | 1,875,000 | 406,856.3 | +44.23% | 5.190 | +1.59% | 5.150 | +18.65% | -19.34% | 8,442.5 | Capital Markets | |
IT | Gartner Inc | 2,372,500 | 375,661.7 | +92.89% | 4.800 | +2.31% | 3.540 | -13.82% | -46.50% | 9,035.8 | Software | |
IDXX | IDEXX Laboratories Inc | 620,000 | 348,371.8 | 0% | 4.450 | 0% | 0.790 | -3.80% | -18.48% | 43,504.0 | Medical Diagnostics & Research | |
CSGP | CoStar Group Inc | 7,250,000 | 292,465.0 | +5.61% | 3.730 | +0.20% | 1.780 | -26.76% | -55.01% | 12,352.8 | Real Estate | |
CHH | Choice Hotels International Inc | 2,488,000 | 257,508.0 | +21.07% | 3.290 | +0.57% | 5.470 | +11.32% | +19.02% | 5,128.3 | Travel & Leisure |
Baron Partners Fund's Historical Top Holdings Breakdowns
Baron Partners 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHOP | Shopify Inc | 2026-03-31 | New Buy New Buy | +2.78% | 110.66 ($131.4) 168.45 | $116.86 | -11.07% | New holding | 1,833,000 | 1,833,000 | |
IT | Gartner Inc | 2026-03-31 | Add Add | +2.31% | 144.97 ($183.99) 248.02 | $134.96 | -26.65% | Add 92.89% | 2,372,500 | 1,142,500 | |
SPOT | Spotify Technology SA | 2026-03-31 | Add Add | +1.85% | 412.75 ($501.86) 593.39 | $460.02 | -8.34% | Add 132.89% | 524,000 | 299,000 | |
VRSK | Verisk Analytics Inc | 2026-03-31 | New Buy New Buy | +1.62% | 169.47 ($202.96) 224.87 | $182.15 | -10.25% | New holding | 667,000 | 667,000 | |
FDS | FactSet Research Systems Inc | 2026-03-31 | Add Add | +1.59% | 190.06 ($233.37) 296.92 | $231.74 | -0.70% | Add 44.23% | 1,875,000 | 575,000 | |
GWRE | Guidewire Software Inc | 2026-03-31 | Add Add | +1.56% | 122.22 ($152.17) 187.98 | $121.48 | -20.17% | Add 92.56% | 1,694,550 | 814,550 | |
KNSL | Kinsale Capital Group Inc | 2026-03-31 | New Buy New Buy | +1.44% | 326.5 ($378.94) 414.1 | $328.43 | -13.33% | New holding | 330,000 | 330,000 | |
ONON | On Holding AG | 2026-03-31 | New Buy New Buy | +1.08% | 31.88 ($43.66) 50.63 | $37.07 | -15.09% | New holding | 2,487,579 | 2,487,579 | |
RRR | Red Rock Resorts Inc | 2026-03-31 | Add Add | +0.78% | 52.19 ($60.99) 66.79 | $67.26 | 10.28% | Add 57% | 3,140,000 | 1,140,000 | |
MSCI | MSCI Inc | 2026-03-31 | Add Add | +0.68% | 511.84 ($563.88) 624.75 | $554.85 | -1.60% | Add 12.31% | 898,500 | 98,500 |
Baron Partners Fund Total Holding History ($B)
Baron Partners Fund's Asset Allocation
Baron Partners Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Baron Partners Fund's Hypothetical Growth since 2026-03-31
Baron Partners Fund's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Baron Partners Fund's Holdings Heat Map
Size field:
Baron Partners Fund's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers