BF
| |
Baron FinTech Fund | BFIUXMutual Fund | |
| BARON SELECT FUNDS | |
| Last update 2025-03-01 | 47 Stocks (2 new) |
| Value $69.00 Mil | Turnover 4 % |
Baron FinTech Fund Top Holdings of 2024-12-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V | Visa Inc | 10,000 | 3,160.4 | 0% | 4.600 | 0% | 0.000 | +1.68% | +6.23% | 646,546.6 | Credit Services | |
MA | Mastercard Inc | 6,000 | 3,159.4 | 0% | 4.600 | 0% | 0.000 | +0.16% | +1.62% | 486,378.3 | Credit Services | |
SPGI | S&P Global Inc | 6,200 | 3,087.8 | -3.58% | 4.490 | -0.18% | 0.000 | -6.40% | -3.45% | 147,207.7 | Capital Markets | |
APO | Apollo Global Management Inc | 17,800 | 2,939.8 | -11.00% | 4.280 | -0.42% | 0.000 | -22.25% | -19.00% | 76,102.1 | Asset Management | |
LPLA | LPL Financial Holdings Inc | 8,600 | 2,808.0 | +53.57% | 4.080 | +1.42% | 0.010 | -12.61% | -3.57% | 25,154.9 | Capital Markets | |
FICO | Fair Isaac Corp | 1,350 | 2,687.8 | -3.57% | 3.910 | -0.15% | 0.010 | +7.57% | -1.94% | 47,671.8 | Software | |
FI | Fiserv Inc | 13,000 | 2,670.5 | -2.26% | 3.880 | -0.08% | 0.000 | -14.99% | -13.58% | 97,923.6 | Software | |
KKR | KKR & Co Inc | 18,000 | 2,662.4 | +5.88% | 3.870 | +0.22% | 0.000 | -31.27% | -23.08% | 100,931.9 | Asset Management | |
INTU | Intuit Inc | 4,200 | 2,639.7 | -4.55% | 3.840 | -0.19% | 0.000 | +4.56% | -0.36% | 174,480.2 | Software | |
TW | Tradeweb Markets Inc | 18,800 | 2,461.3 | +2.29% | 3.580 | +0.08% | 0.010 | +3.37% | +3.43% | 28,866.9 | Capital Markets |
Baron FinTech Fund's Historical Top Holdings Breakdowns
Baron FinTech 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA | LPL Financial Holdings Inc | 2024-12-31 | Add | +1.42% | 231.07 ($296.76) 335.91 | $314.54 | 5.99% | Add 53.57% | 8,600 | 3,000 | |
GPN | Global Payments Inc | 2024-12-31 | Reduce | -1.09% | 97.57 ($109.5) 119.38 | $72.48 | -33.81% | Reduce -87.5% | 1,000 | -7,000 | |
TTAN | ServiceTitan Inc | 2024-12-31 | New Buy | +0.75% | 100 ($104.38) 108.39 | $125.37 | 20.11% | New holding | 5,000 | 5,000 | |
PGR | Progressive Corp | 2024-12-31 | Reduce | -0.58% | 239.6 ($251.7) 268.88 | $265.01 | 5.29% | Reduce -12.93% | 10,100 | -1,500 | |
HOOD | Robinhood Markets Inc | 2024-12-31 | New Buy | +0.43% | 22.43 ($32.45) 43.2 | $49.45 | 52.39% | New holding | 8,000 | 8,000 | |
APO | Apollo Global Management Inc | 2024-12-31 | Reduce | -0.42% | 131.36 ($158.83) 178.61 | $133.40 | -16.01% | Reduce -11% | 17,800 | -2,200 | |
DAVA | Endava PLC | 2024-12-31 | Sold Out | -0.31% | 23.59 ($27.41) 31.03 | $18.38 | -32.94% | Sold Out | 0 | -8,000 | |
PRI | Primerica Inc | 2024-12-31 | Add | +0.28% | 266.16 ($283.78) 304.93 | $261.57 | -7.83% | Add 35% | 2,700 | 700 | |
IBKR | Interactive Brokers Group Inc | 2024-12-31 | Add | +0.26% | 142.62 ($168.88) 192.95 | $169.28 | 0.24% | Add 10% | 11,000 | 1,000 | |
KKR | KKR & Co Inc | 2024-12-31 | Add | +0.22% | 130.9 ($146.98) 162.87 | $113.63 | -22.69% | Add 5.88% | 18,000 | 1,000 |
Baron FinTech Fund Total Holding History ($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 2024-12-31
Baron FinTech Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Baron FinTech Fund's Holdings Heat Map
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Baron FinTech Fund's Holdings Bubble Chart
Baron FinTech Fund News
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