BF
| |
Baron Focused Growth Fund | BFGFXMutual Fund | |
| BARON SELECT FUNDS | |
| Last update 2025-06-23 | 30 Stocks (0 new) |
| Value $2.05 Bil | Turnover 10 % |
Baron Focused Growth Fund Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACGL | Arch Capital Group Ltd | 803,849 | 200,508.5 | -10.68% | 9.770 | -0.43% | 0.210 | -2.28% | -4.99% | 32,881.0 | Insurance | |
TSLA | Tesla Inc | 615,000 | 159,383.4 | 0% | 7.760 | 0% | 0.020 | +44.66% | -18.50% | 1,060,048.9 | Vehicles & Parts | |
SPOT | Spotify Technology SA | 262,000 | 144,107.9 | 0% | 7.020 | 0% | 0.130 | +26.10% | +57.51% | 144,492.9 | Interactive Media | |
GWRE | Guidewire Software Inc | 556,300 | 104,228.4 | +5.70% | 5.080 | +0.27% | 0.660 | +22.17% | +32.79% | 18,848.0 | Software | |
ONON | On Holding AG | 2,315,000 | 101,674.8 | +50.81% | 4.950 | +1.67% | 0.710 | +28.40% | -3.16% | 17,297.6 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
IDXX | IDEXX Laboratories Inc | 223,500 | 93,858.8 | +25.21% | 4.570 | +0.92% | 0.280 | +27.43% | +25.33% | 41,673.0 | Medical Diagnostics & Research | |
CSGP | CoStar Group Inc | 1,171,700 | 92,833.8 | +13.02% | 4.520 | +0.52% | 0.280 | +9.30% | +18.79% | 35,879.4 | Real Estate | |
IBKR | Interactive Brokers Group Inc | 2,160,000 | 89,418.6 | 0% | 4.360 | 0% | 0.120 | +61.62% | +40.60% | 26,991.3 | Capital Markets | |
MTN | Vail Resorts Inc | 553,842 | 88,625.8 | +7.78% | 4.320 | +0.31% | 1.490 | +22.20% | -11.76% | 5,977.4 | Travel & Leisure | |
H | Hyatt Hotels Corp | 721,500 | 88,383.8 | +32.02% | 4.300 | +1.04% | 0.760 | +43.03% | -4.94% | 14,213.4 | Travel & Leisure |
Baron Focused Growth Fund's Historical Top Holdings Breakdowns
Baron Focused Growth 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DNUT | Krispy Kreme Inc | 2025-03-31 | Reduce Reduce | -1.96% | 4.92 ($7.64) 9.82 | $3.15 | -58.77% | Reduce -85.75% | 679,563 | -4,090,437 | |
ILMN | Illumina Inc | 2025-03-31 | Sold Out Sold Out | -1.69% | 79.34 ($108.24) 144.22 | $94.78 | -12.44% | Sold Out | 0 | -261,200 | |
ONON | On Holding AG | 2025-03-31 | Add Add | +1.67% | 43.92 ($52.56) 63.62 | $52.94 | 0.71% | Add 50.81% | 2,315,000 | 780,000 | |
LVS | Las Vegas Sands Corp | 2025-03-31 | Add Add | +1.58% | 38.18 ($44.17) 50.93 | $48.43 | 9.64% | Add 204.88% | 1,250,000 | 840,000 | |
BIRK | Birkenstock Holding PLC | 2025-03-31 | Add Add | +1.48% | 43.51 ($52.67) 62.17 | $49.59 | -5.86% | Add 71.51% | 1,595,000 | 665,000 | |
H | Hyatt Hotels Corp | 2025-03-31 | Add Add | +1.04% | 120.83 ($143.92) 166.34 | $148.46 | 3.15% | Add 32.02% | 721,500 | 175,000 | |
IDXX | IDEXX Laboratories Inc | 2025-03-31 | Add Add | +0.92% | 406.29 ($434.21) 469.04 | $516.89 | 19.04% | Add 25.21% | 223,500 | 45,000 | |
MSCI | MSCI Inc | 2025-03-31 | Add Add | +0.88% | 541.46 ($581.29) 628.34 | $582.03 | 0.13% | Add 27.12% | 150,000 | 32,000 | |
VRSK | Verisk Analytics Inc | 2025-03-31 | Add Add | +0.72% | 268.63 ($288.19) 301.33 | $300.86 | 4.39% | Add 31.25% | 210,000 | 50,000 | |
CSGP | CoStar Group Inc | 2025-03-31 | Add Add | +0.52% | 69.29 ($76.08) 80.37 | $85.05 | 11.78% | Add 13.02% | 1,171,700 | 135,000 |
Baron Focused Growth Fund Total Holding History ($B)
Baron Focused Growth Fund's Asset Allocation
Baron Focused Growth Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Baron Focused Growth Fund's Hypothetical Growth since 2025-03-31
Baron Focused Growth Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Baron Focused Growth Fund's Holdings Heat Map
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Baron Focused Growth Fund's Holdings Bubble Chart
Baron Focused Growth Fund News
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