
	Ron Baron 13F
	Baron Funds

	Last update 2026-08-14	346 Stocks (53 new)
	Value $66.64 Bil	Turnover 50 %
	Countries: Top Holdings: SPCX(37.38%)TSLA(7.90%)MSCI(2.70%)ACGL(2.31%)H(2.12%) SEC Filings

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 Portfolio and Latest Trades

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Ticker
SPCX
SHOP
SPOT
MORN
VRSK
SCHW
GWRE
MSCI
ONON
TSLA
BIRK
IT
KNSL
WYNN
MTN
RRR
CHH
H
IDXX
BXDC
AMZN
ACGL
CSGP
GOOG
MRNA
FND
LVS
VTR
MTH
FDS
VRT
EQIX
PRI
BMI
AEIS
LGN
IOT
DLR
ESTA
PLD
SKY
ALKT
CBRS
BAP
LLY
FBIN
IBKR
RBRK
TMHC Unlock Delisted
WMS
GOOGL
TECH
BN
CAKE
FICO
HD
SHAK
BX
BXMT
DPC
HLI
JLL
LLYVK
MIR
TTAN
SQM
VRNS
GLIBK
AAON
ABNB
AADX
ARXS
BAH
CDNA
CGNX
DT
IRM
MAIR
MU
PHM
WELL
SHW
FIG
HEI.A
KBH
MGM
WING
BYD
FPS
HROW
JHX
JEF
LCLN
RBC
SITM
INSP
ARX
BAM
CWST
CBRE

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
SPCX	Space Exploration Technologies Corp	2026-06-30	New Buy New Buy	+37.38%	● 153 ($169.88) 201.8	$151.21	-10.99%	New holding	145,775,147	145,775,147
SHOP	Shopify Inc	2026-06-30	Add Add	+1.10%	● 95.4 ($114.19) 135.14	$128.79	12.79%	Add 136.43%	11,155,546	6,437,316
SPOT	Spotify Technology SA	2026-06-30	Add Add	+0.77%	● 417.83 ($476.84) 536.76	$525.75	10.26%	Add 84.39%	2,433,114	1,113,589
MORN	Morningstar Inc	2026-06-30	Add Add	+0.64%	● 141.84 ($173.71) 195.82	$190.91	9.90%	Add 360.71%	3,499,146	2,739,631
VRSK	Verisk Analytics Inc	2026-06-30	Add Add	+0.59%	● 156.84 ($176.34) 189.75	$176.25	-0.05%	Add 87.21%	4,702,605	2,190,629
SCHW	Charles Schwab Corp	2026-06-30	Add Add	+0.58%	● 85.35 ($91.24) 100.27	$107.25	17.55%	Add 56.15%	11,655,694	4,191,378
GWRE	Guidewire Software Inc	2026-06-30	Add Add	+0.44%	● 102.69 ($133.58) 171.42	$140.92	5.49%	Add 36.33%	8,994,456	2,397,003
MSCI	MSCI Inc	2026-06-30	Add Add	+0.43%	● 536.48 ($582.76) 643.83	$554.61	-4.83%	Add 18.98%	3,211,753	512,364
ONON	On Holding AG	2026-06-30	Add Add	+0.38%	● 32.21 ($36.51) 40.82	$27.41	-24.92%	Add 74.27%	16,929,770	7,215,165
TSLA	Tesla Inc	2026-06-30	Add Add	+0.37%	● 343.25 ($397.3) 445.27	$365.44	-8.02%	Add 4.95%	12,524,752	591,243
BIRK	Birkenstock Holding PLC	2026-06-30	Add Add	+0.35%	● 31.19 ($40.33) 48.97	$31.13	-22.81%	Add 57.37%	14,739,609	5,373,541
IT	Gartner Inc	2026-06-30	Add Add	+0.33%	● 125.73 ($150.73) 179.59	$179.59	19.15%	Add 28.45%	7,601,009	1,683,393
KNSL	Kinsale Capital Group Inc	2026-06-30	Add Add	+0.32%	● 290.2 ($322.01) 361.77	$360.01	11.80%	Add 31.37%	2,663,958	636,193
WYNN	Wynn Resorts Ltd	2026-06-30	Reduce Reduce	-0.32%	● 94.78 ($103.12) 109.19	$87.70	-14.95%	Reduce -60.14%	692,338	-1,044,518
MTN	Vail Resorts Inc	2026-06-30	Add Add	+0.31%	● 119.02 ($130.11) 144.78	$140.09	7.67%	Add 29.61%	6,536,697	1,493,164
RRR	Red Rock Resorts Inc	2026-06-30	Add Add	+0.29%	● 51.04 ($56.84) 67.26	$55.93	-1.60%	Add 22.2%	16,391,131	2,978,285
CHH	Choice Hotels International Inc	2026-06-30	Add Add	+0.27%	● 98.24 ($110.51) 122.08	$96.77	-12.43%	Add 21.3%	9,328,354	1,637,860
H	Hyatt Hotels Corp	2026-06-30	Add Add	+0.27%	● 143.47 ($174.65) 202.09	$163.07	-6.63%	Add 14.78%	7,279,087	937,414
IDXX	IDEXX Laboratories Inc	2026-06-30	Add Add	+0.27%	● 526.44 ($560.91) 591.84	$504.70	-10.02%	Add 21.02%	1,976,778	343,411
BXDC	Blackstone Digital Infrastructure Trust Inc Blackstone Digital Infrastructure Trust Inc	2026-06-30	New Buy New Buy	+0.25%	● 19.81 ($21.71) 22.34	$19.90	-8.34%	New holding	7,620,555	7,620,555
AMZN	Amazon.com Inc	2026-06-30	Add Add	+0.24%	● 208.27 ($250.33) 274.99	$256.78	2.58%	Add 51.12%	1,956,523	661,869
ACGL	Arch Capital Group Ltd	2026-06-30	Reduce Reduce	-0.24%	● 87.62 ($94.35) 98.85	$96.07	1.82%	Reduce -5.01%	15,872,450	-837,309
CSGP	CoStar Group Inc	2026-06-30	Add Add	+0.23%	● 28.32 ($34.49) 41.18	$30.44	-11.74%	Add 32.56%	21,626,763	5,312,588
GOOG	Alphabet Inc	2026-06-30	Add Add	+0.22%	● 286.86 ($356.27) 399.04	$335.45	-5.84%	Add 289.57%	541,579	402,561
MRNA	Moderna Inc	2026-06-30	New Buy New Buy	+0.21%	● 45.37 ($51.72) 70.03	$143.97	178.36%	New holding	1,989,386	1,989,386
FND	Floor & Decor Holdings Inc	2026-06-30	Reduce Reduce	-0.20%	● 43.49 ($50.62) 59.61	$47.34	-6.48%	Reduce -99.94%	740	-1,273,024
LVS	Las Vegas Sands Corp	2026-06-30	Add Add	+0.18%	● 46.19 ($51.9) 57.64	$42.83	-17.48%	Add 208.56%	3,784,278	2,557,848
VTR	Ventas Inc	2026-06-30	Reduce Reduce	-0.18%	● 79.04 ($85.18) 90.35	$89.99	5.65%	Reduce -71.8%	281,483	-716,856
MTH	Meritage Homes Corp	2026-06-30	New Buy New Buy	+0.17%	● 59.17 ($68.19) 85.18	$64.22	-5.82%	New holding	1,341,653	1,341,653
FDS	FactSet Research Systems Inc	2026-06-30	Add Add	+0.15%	● 199.86 ($229.46) 270.85	$259.71	13.18%	Add 11.83%	4,200,856	444,269
VRT	Vertiv Holdings Co	2026-06-30	Reduce Reduce	-0.15%	● 250.58 ($316.1) 376.23	$257.06	-18.68%	Reduce -17.04%	979,821	-201,323
EQIX	Equinix Inc	2026-06-30	Reduce Reduce	-0.14%	● 980.24 ($1069.02) 1115.94	$1,037.72	-2.93%	Reduce -19.81%	195,637	-48,338
PRI	Primerica Inc	2026-06-30	Reduce Reduce	-0.14%	● 250.48 ($273.2) 287.05	$292.44	7.04%	Reduce -21.93%	671,453	-188,573
BMI	Badger Meter Inc	2026-06-30	Sold Out Sold Out	-0.14%	● 113.41 ($131.2) 161.35	$125.13	-4.63%	Sold Out	0	-312,213
AEIS	Advanced Energy Industries Inc	2026-06-30	Reduce Reduce	-0.13%	● 294.65 ($349.27) 389.05	$287.47	-17.69%	Reduce -48.14%	139,367	-129,358
LGN	Legence Corp	2026-06-30	Reduce Reduce	-0.13%	● 54.98 ($81.08) 102.27	$56.70	-30.07%	Reduce -61.83%	475,469	-770,213
IOT	Samsara Inc	2026-06-30	Add Add	+0.13%	● 25.85 ($30.98) 38.55	$38.38	23.89%	Add 53.95%	7,881,752	2,761,917
DLR	Digital Realty Trust Inc	2026-06-30	Reduce Reduce	-0.12%	● 179.58 ($191.34) 203.91	$188.58	-1.44%	Reduce -46.13%	261,118	-223,645
ESTA	Establishment Labs Holdings Inc	2026-06-30	Reduce Reduce	-0.12%	● 56.78 ($71.6) 89.07	$70.94	-0.92%	Reduce -70.33%	286,098	-678,069
PLD	Prologis Inc	2026-06-30	Reduce Reduce	-0.11%	● 132.18 ($141.63) 148.74	$135.75	-4.15%	Reduce -25.84%	790,347	-275,400
SKY	Champion Homes Inc	2026-06-30	Sold Out Sold Out	-0.11%	● 65.23 ($76.53) 88.82	$83.16	8.66%	Sold Out	0	-469,822
ALKT	Alkami Technology Inc	2026-06-30	Sold Out Sold Out	-0.11%	● 14.59 ($16.49) 18.95	$20.53	24.50%	Sold Out	0	-2,308,036
CBRS	Cerebras Systems Inc	2026-06-30	New Buy New Buy	+0.10%	● 168.52 ($235.4) 311.07	$191.93	-18.47%	New holding	295,028	295,028
BAP	Credicorp Ltd	2026-06-30	Reduce Reduce	-0.10%	● 303.86 ($341.83) 389.58	$377.90	10.55%	Reduce -42%	128,884	-93,340
LLY	Eli Lilly and Co	2026-06-30	Add Add	+0.10%	● 851.21 ($1020.12) 1229.93	$1,115.70	9.37%	Add 65.21%	140,540	55,474
FBIN	Fortune Brands Innovations Inc	2026-06-30	New Buy New Buy	+0.10%	● 33.39 ($40.02) 54.9	$40.73	1.77%	New holding	1,158,552	1,158,552
IBKR	Interactive Brokers Group Inc	2026-06-30	Add Add	+0.10%	● 67.07 ($82.97) 96.82	$91.37	10.12%	Add 18.77%	4,807,214	759,838
RBRK	Rubrik Inc	2026-06-30	Add Add	+0.10%	● 43.81 ($62.67) 85.07	$86.65	38.26%	Add 301.89%	1,115,395	837,860
TMHC Unlock Delisted	Taylor Morrison Home Corp	2026-06-30	Sold Out Sold Out	-0.10%	● 54.79 ($63.43) 71.98	$72.45	14.22%	Sold Out	0	-554,505
WMS	Advanced Drainage Systems Inc	2026-06-30	Add Add	+0.09%	● 129.5 ($142.82) 156.96	$127.88	-10.46%	Add 133.7%	680,431	389,279
GOOGL	Alphabet Inc	2026-06-30	Add Add	+0.09%	● 287.56 ($358.82) 402.62	$338.50	-5.66%	Add 42.78%	546,232	163,655
TECH	Bio-Techne Corp	2026-06-30	Reduce Reduce	-0.09%	● 43.3 ($53.97) 71	$72.12	33.63%	Reduce -99.68%	1,800	-559,641
BN	Brookfield Corp	2026-06-30	Reduce Reduce	-0.09%	● 40.47 ($44.65) 47.53	$38.22	-14.40%	Reduce -26.62%	2,132,011	-773,499
CAKE	The Cheesecake Factory Inc	2026-06-30	Reduce Reduce	-0.09%	● 54.75 ($64.62) 80.38	$102.70	58.93%	Reduce -55%	450,000	-550,037
FICO	Fair Isaac Corp	2026-06-30	Reduce Reduce	-0.09%	● 922.37 ($1119.33) 1296.36	$985.39	-11.97%	Reduce -48.65%	29,748	-28,181
HD	The Home Depot Inc	2026-06-30	Add Add	+0.09%	● 297.51 ($325.38) 352.68	$308.74	-5.11%	Add 8155.2%	165,104	163,104
SHAK	Shake Shack Inc	2026-06-30	New Buy New Buy	+0.09%	● 52.34 ($75.52) 104.69	$63.65	-15.72%	New holding	1,035,680	1,035,680
BX	Blackstone Inc	2026-06-30	Add Add	+0.08%	● 110.28 ($120.07) 130.19	$128.51	7.03%	Add 525%	591,248	496,649
BXMT	Blackstone Mortgage Trust Inc	2026-06-30	Reduce Reduce	-0.08%	● 16.95 ($18.68) 20.22	$13.35	-28.53%	Reduce -87.83%	190,942	-1,377,488
DPC	DPC Holdings PLC	2026-06-30	New Buy New Buy	+0.08%	● 46.88 ($48.71) 51.76	$42.30	-13.16%	New holding	1,038,331	1,038,331
HLI	Houlihan Lokey Inc	2026-06-30	Reduce Reduce	-0.08%	● 132.92 ($147.49) 162.5	$136.61	-7.38%	Reduce -18.08%	869,544	-191,859
JLL	Jones Lang LaSalle Inc	2026-06-30	Reduce Reduce	-0.08%	● 282.31 ($310.65) 353.47	$346.97	11.69%	Reduce -37.38%	151,040	-90,168
LLYVK	Liberty Live Holdings Inc	2026-06-30	Reduce Reduce	-0.08%	● 91.53 ($97.45) 106.01	$97.36	-0.09%	Reduce -18.7%	1,240,273	-285,200
MIR	Mirion Technologies Inc	2026-06-30	Add Add	+0.08%	● 15.82 ($18.54) 20.39	$15.98	-13.81%	Add 221.82%	3,906,083	2,692,335
TTAN	ServiceTitan Inc	2026-06-30	Reduce Reduce	-0.08%	● 55.29 ($64.36) 77.68	$54.64	-15.10%	Reduce -36.72%	705,163	-409,253
SQM	Sociedad Quimica Y Minera De Chile SA Sociedad Quimica Y Minera De Chile SA	2026-06-30	Reduce Reduce	-0.08%	● 69.86 ($83.7) 95.31	$69.88	-16.51%	Reduce -54.21%	256,786	-303,988
VRNS	Varonis Systems Inc	2026-06-30	Sold Out Sold Out	-0.08%	● 20.19 ($29.19) 41.96	$45.08	54.44%	Sold Out	0	-1,239,294
GLIBK	Liberty Capital Corp	2026-06-30	Sold Out Sold Out	-0.08%	● 19.86 ($28.23) 37.56	$25.83	-8.50%	Sold Out	0	-688,388
AAON	AAON Inc	2026-06-30	Reduce Reduce	-0.07%	● 80.88 ($116.55) 148.25	$79.80	-31.53%	Reduce -35.53%	544,402	-299,975
ABNB	Airbnb Inc	2026-06-30	Add Add	+0.07%	● 124.95 ($136.24) 147.17	$170.19	24.92%	Add 21.98%	1,758,065	316,844
AADX	Applied Aerospace & Defense Inc	2026-06-30	New Buy New Buy	+0.07%	● 17.54 ($19.63) 22.78	$12.20	-37.85%	New holding	2,173,823	2,173,823
ARXS	Arxis Inc	2026-06-30	New Buy New Buy	+0.07%	● 34.05 ($39.04) 46.83	$52.41	34.25%	New holding	982,805	982,805
BAH	Booz Allen Hamilton Holding Corp	2026-06-30	Reduce Reduce	-0.07%	● 59.71 ($76.37) 84.08	$75.90	-0.62%	Reduce -56.54%	220,626	-287,023
CDNA	CareDx Inc	2026-06-30	Reduce Reduce	-0.07%	● 16.05 ($21.7) 29.28	$50.24	131.52%	Reduce -41.93%	1,937,326	-1,399,083
CGNX	Cognex Corp	2026-06-30	Reduce Reduce	-0.07%	● 48.99 ($60.49) 72.42	$64.24	6.20%	Reduce -28.1%	1,251,099	-489,067
DT	Dynatrace Inc	2026-06-30	Reduce Reduce	-0.07%	● 32.36 ($38.92) 44.97	$51.07	31.22%	Reduce -27.32%	1,569,714	-589,980
IRM	Iron Mountain Inc	2026-06-30	Reduce Reduce	-0.07%	● 100.95 ($122.27) 133.06	$115.18	-5.80%	Reduce -40.85%	310,721	-214,549
MAIR	Madison Air Solutions Corp	2026-06-30	New Buy New Buy	+0.07%	● 31.75 ($38.98) 43.86	$25.21	-35.33%	New holding	1,169,540	1,169,540
MU	Micron Technology Inc	2026-06-30	Add Add	+0.07%	● 337.84 ($743.35) 1213.56	$975.26	31.20%	Add 1194.74%	43,335	39,988
PHM	PulteGroup Inc	2026-06-30	New Buy New Buy	+0.07%	● 110.11 ($121.39) 137.94	$118.26	-2.58%	New holding	329,727	329,727
WELL	Welltower Inc	2026-06-30	Reduce Reduce	-0.07%	● 195.35 ($211.19) 227.73	$235.62	11.57%	Reduce -8.39%	1,232,060	-112,881
SHW	Sherwin-Williams Co	2026-06-30	Sold Out Sold Out	-0.07%	● 293 ($319.46) 345.55	$323.31	1.21%	Sold Out	0	-70,846
FIG	Figma Inc	2026-06-30	Add Add	+0.06%	● 16.84 ($20.14) 27.12	$23.20	15.19%	Add 107.78%	4,264,145	2,211,941
HEI.A	Heico Corp	2026-06-30	Add Add	+0.06%	● 201.28 ($228.22) 259.81	$235.25	3.08%	Add 34.16%	562,662	143,255
KBH	KB Home	2026-06-30	New Buy New Buy	+0.06%	● 45.04 ($52.01) 62.64	$49.16	-5.48%	New holding	599,141	599,141
MGM	MGM Resorts International	2026-06-30	Reduce Reduce	-0.06%	● 36.02 ($41.49) 50.69	$39.89	-3.86%	Reduce -51.92%	479,107	-517,427
WING	Wingstop Inc	2026-06-30	Add Add	+0.06%	● 118.96 ($157.54) 199.03	$117.10	-25.67%	Add 106.82%	430,165	222,178
BYD	Boyd Gaming Corp	2026-06-30	Add Add	+0.05%	● 78.09 ($85.03) 89.7	$77.00	-9.44%	Add 485.01%	466,256	386,556
FPS	Forgent Power Solutions Inc	2026-06-30	Reduce Reduce	-0.05%	● 28.87 ($45.38) 64.59	$31.82	-29.88%	Reduce -12.88%	4,072,575	-602,008
HROW	Harrow Inc	2026-06-30	New Buy New Buy	+0.05%	● 29.03 ($37.17) 42.87	$34.49	-7.21%	New holding	809,350	809,350
JHX	James Hardie Industries PLC	2026-06-30	New Buy New Buy	+0.05%	● 18.58 ($21.93) 26.63	$28.47	29.82%	New holding	1,221,587	1,221,587
JEF	Jefferies Financial Group Inc	2026-06-30	Add Add	+0.05%	● 41.27 ($51.39) 62.81	$51.96	1.11%	Add 39.96%	2,141,744	611,516
LCLN	Lincoln International Inc	2026-06-30	New Buy New Buy	+0.05%	● 22.16 ($23.59) 24.84	$26.53	12.46%	New holding	1,511,824	1,511,824
RBC	RBC Bearings Inc	2026-06-30	Reduce Reduce	-0.05%	● 543.12 ($594.45) 648.89	$494.83	-16.76%	Reduce -17.77%	149,226	-32,255
SITM	SiTime Corp	2026-06-30	Reduce Reduce	-0.05%	● 345.35 ($626.02) 901.48	$635.66	1.54%	Reduce -39.98%	70,204	-46,757
INSP	Inspire Medical Systems Inc	2026-06-30	Sold Out Sold Out	-0.05%	● 40.05 ($47.49) 57.59	$73.00	53.72%	Sold Out	0	-298,470
ARX	Accelerant Holdings	2026-06-30	Sold Out Sold Out	-0.05%	● 11.72 ($14.03) 17.25	$19.84	41.41%	Sold Out	0	-1,208,794
BAM	Brookfield Asset Management Ltd	2026-06-30	Reduce Reduce	-0.04%	● 43.98 ($47.17) 49.76	$47.26	0.19%	Reduce -74.25%	102,513	-295,559
CWST	Casella Waste Systems Inc	2026-06-30	Add Add	+0.04%	● 76.75 ($85.33) 96.97	$89.91	5.37%	Add 34.35%	965,239	246,778
CBRE	CBRE Group Inc	2026-06-30	Reduce Reduce	-0.04%	● 124.64 ($137.73) 153.52	$140.51	2.02%	Reduce -8.89%	978,961	-95,490

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