BF
| |
Baron FinTech Fund | BFIUXMutual Fund | |
| BARON SELECT FUNDS | |
| Last update 2025-11-28 | 45 Stocks (2 new) |
| Value $70.00 Mil | Turnover 2 % |
Baron FinTech Fund Top Holdings of 2025-09-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MA | Mastercard Inc | 5,750 | 3,270.7 | 0% | 4.690 | 0% | 0.000 | +14.78% | -0.10% | 497,135.6 | Credit Services | |
V | Visa Inc | 9,500 | 3,243.1 | 0% | 4.650 | 0% | 0.000 | +13.24% | +5.39% | 691,222.2 | Credit Services | |
MELI | MercadoLibre Inc | 1,330 | 3,108.1 | 0% | 4.450 | 0% | 0.000 | +14.33% | -6.85% | 95,123.9 | Retail - Cyclical | |
SPGI | S&P Global Inc | 6,300 | 3,066.3 | 0% | 4.390 | 0% | 0.000 | +4.35% | -14.75% | 123,332.5 | Capital Markets | |
HOOD | Robinhood Markets Inc | 21,000 | 3,006.8 | -2.33% | 4.310 | -0.06% | 0.000 | +37.61% | +1.93% | 103,646.2 | Capital Markets | |
GWRE | Guidewire Software Inc | 12,700 | 2,919.2 | -4.51% | 4.180 | -0.19% | 0.010 | +14.24% | -29.24% | 11,842.4 | Software | |
IBKR | Interactive Brokers Group Inc | 42,000 | 2,890.0 | -5.41% | 4.140 | -0.18% | 0.010 | +4.69% | +40.83% | 40,913.0 | Capital Markets | |
INTU | Intuit Inc | 4,000 | 2,731.6 | 0% | 3.910 | 0% | 0.000 | +7.34% | -52.16% | 83,896.1 | Software | |
LPLA | LPL Financial Holdings Inc | 8,000 | 2,661.5 | -6.98% | 3.810 | -0.31% | 0.010 | +21.33% | -1.87% | 27,519.6 | Capital Markets | |
KKR | KKR & Co Inc | 18,200 | 2,365.1 | 0% | 3.390 | 0% | 0.000 | +8.81% | -17.88% | 93,434.9 | Asset Management |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
COF | Capital One Financial Corp | 2025-09-30 | New Buy New Buy | +1.22% | 207.29 ($218.92) 229.74 | $210.86 | -3.68% | New holding | 4,000 | 4,000 | |
PGR | Progressive Corp | 2025-09-30 | Reduce Reduce | -0.51% | 238.61 ($246.52) 264.3 | $215.50 | -12.58% | Reduce -17.5% | 6,600 | -1,400 | |
ARX | Accelerant Holdings | 2025-09-30 | New Buy New Buy | +0.39% | 14.49 ($23.42) 30.05 | $19.84 | -15.29% | New holding | 18,195 | 18,195 | |
LPLA | LPL Financial Holdings Inc | 2025-09-30 | Reduce Reduce | -0.31% | 332.69 ($362.48) 399 | $349.49 | -3.58% | Reduce -6.98% | 8,000 | -600 | |
ACGL | Arch Capital Group Ltd | 2025-09-30 | Reduce Reduce | -0.25% | 85.61 ($89.67) 93.54 | $96.12 | 7.19% | Reduce -12.5% | 14,000 | -2,000 | |
TW | Tradeweb Markets Inc | 2025-09-30 | Reduce Reduce | -0.20% | 110.5 ($128.54) 146.12 | $103.01 | -19.86% | Reduce -5.26% | 18,000 | -1,000 | |
ACN | Accenture PLC | 2025-09-30 | Sold Out Sold Out | -0.20% | 232.56 ($260.75) 304.78 | $175.80 | -32.58% | Sold Out | 0 | -500 | |
GWRE | Guidewire Software Inc | 2025-09-30 | Reduce Reduce | -0.19% | 207.87 ($227.43) 261.88 | $142.24 | -37.46% | Reduce -4.51% | 12,700 | -600 | |
IBKR | Interactive Brokers Group Inc | 2025-09-30 | Reduce Reduce | -0.18% | 56.32 ($62.92) 68.81 | $90.30 | 43.52% | Reduce -5.41% | 42,000 | -2,400 | |
CINT | CI&T Inc | 2025-09-30 | Sold Out Sold Out | -0.14% | 4.86 ($5.42) 6.08 | $3.14 | -42.07% | Sold Out | 0 | -17,000 |
Baron FinTech Fund Total Holding History ($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 2025-09-30
Baron FinTech 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 FinTech Fund's Holdings Heat Map
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Baron FinTech Fund's Holdings Bubble Chart
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