 | |
Ron Baron13F | |
| Baron Funds | |
| Last update 2026-06-03 | 326 Stocks (37 new) |
| Value $33.13 Bil | Turnover 11 % |
Ron Baron 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 Investing Philosophy
Ron Baron invests primarily in small and mid-size growth companies. He likes companies with open-ended growth opportunities and defensible niches. He applies a bottom-up company research, invests for the long-term, and tries to purchase companies at what he believes are attractive prices. He invests in growth companies using a value-oriented purchase discipline. Baron ignores short-term market fluctuations when he believes the fundamental reasons for purchasing a company have not changed. He holds investments for longer than five years on average.
Ron Baron's Portfolio
Ron Baron Current Holdings
| Ticker |
|---|
| Ticker |
FPS |
PSA |
IRM |
CZR |
VIST |
BBD |
MGM |
OFRM |
PENN |
UDR |
IRTC |
SHW |
AXGN |
AZN |
EPRT |
VSEC |
PEB |
CUBE |
JAN |
NBIS |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
FPS | Forgent Power Solutions Inc | 4,674,583 | 136,825.0 | New Holding | 0.410 | +0.41% | 1.910 | +18.88% | - | 10,057.0 | Industrial Products | |
PSA | Public Storage | 266,847 | 72,283.5 | New Holding | 0.220 | +0.22% | 0.150 | +7.48% | +26.25% | 56,417.3 | REITs | |
IRM | Iron Mountain Inc | 525,270 | 53,651.1 | New Holding | 0.160 | +0.16% | 0.180 | +5.01% | +50.25% | 36,531.6 | REITs | |
CZR | Caesars Entertainment Inc | 1,643,199 | 43,429.8 | New Holding | 0.130 | +0.13% | 0.810 | +8.45% | +28.35% | 6,114.9 | Travel & Leisure | |
VIST | Vista Energy SAB de CV | 530,237 | 40,017.0 | New Holding | 0.120 | +0.12% | 0.500 | -5.79% | +29.83% | 7,040.4 | Oil & Gas | |
BBD | Bank Bradesco SA | 10,083,509 | 36,804.8 | New Holding | 0.110 | +0.11% | 0.100 | -12.14% | +9.91% | 37,684.6 | Banks | |
MGM | MGM Resorts International | 996,534 | 36,881.7 | New Holding | 0.110 | +0.11% | 0.390 | +21.21% | +27.86% | 11,936.7 | Travel & Leisure | |
OFRM | Once Upon a Farm PBC | 1,749,858 | 28,610.2 | New Holding | 0.090 | +0.09% | 4.180 | +13.40% | - | 755.1 | Consumer Packaged Goods | |
PENN | PENN Entertainment Inc | 2,092,244 | 31,446.4 | New Holding | 0.090 | +0.09% | 1.560 | +32.16% | +44.61% | 2,854.9 | Travel & Leisure | |
UDR | UDR Inc | 772,594 | 26,098.2 | New Holding | 0.080 | +0.08% | 0.240 | +17.90% | +12.79% | 13,120.1 | REITs | |
IRTC | iRhythm Holdings Inc | 183,900 | 21,703.9 | New Holding | 0.070 | +0.07% | 0.560 | -5.42% | -34.64% | 3,811.1 | Medical Devices & Instruments | |
SHW | Sherwin-Williams Co | 70,846 | 22,709.7 | New Holding | 0.070 | +0.07% | 0.030 | +1.16% | +4.30% | 82,953.4 | Chemicals | |
AXGN | Axogen Inc | 643,743 | 21,327.2 | New Holding | 0.060 | +0.06% | 1.210 | +5.90% | +20.91% | 2,104.5 | Medical Devices & Instruments | |
AZN | AstraZeneca PLC | 63,835 | 12,589.5 | New Holding | 0.040 | +0.04% | 0.000 | -15.29% | -2.22% | 259,488.6 | Drug Manufacturers | |
EPRT |
Essential Properties Realty Trust Inc
Essential Properties Realty Trust Inc
| 434,808 | 13,200.8 | New Holding | 0.040 | +0.04% | 0.200 | +0.43% | +12.43% | 7,063.7 | REITs | |
VSEC | VSE Corp | 75,011 | 13,832.0 | New Holding | 0.040 | +0.04% | 0.270 | -8.35% | +15.03% | 5,567.9 | Aerospace & Defense | |
PEB | Pebblebrook Hotel Trust | 699,157 | 8,830.4 | New Holding | 0.030 | +0.03% | 0.620 | +35.05% | +65.37% | 2,119.4 | REITs | |
CUBE | CubeSmart | 187,813 | 6,883.4 | New Holding | 0.020 | +0.02% | 0.080 | +7.88% | +20.50% | 9,423.3 | REITs | |
JAN | Janus Living Inc | 225,000 | 5,303.3 | New Holding | 0.020 | +0.02% | 0.120 | +16.15% | - | 6,334.9 | REITs | |
NBIS | Nebius Group NV | 54,832 | 5,689.4 | New Holding | 0.020 | +0.02% | 0.020 | +4.46% | +106.34% | 43,853.2 | Interactive Media |
Total 364
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