 | |
Ron Baron13F | |
| Baron Funds | |
| Last update 2025-05-15 | 314 Stocks (29 new) |
| Value $34.05 Bil | Turnover 5 % |
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 |
AMT |
PLD |
KRMN |
CRH |
TMHC |
WMS |
WING |
BEKE |
EXR |
CHDN |
LI |
SAIL |
XPEV |
EGP |
TRNS |
CCI |
FR |
INVH |
PRMB |
AGYS |
| 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 |
AMT | American Tower Corp | 699,676 | 152,249.5 | New Holding | 0.450 | +0.45% | 0.150 | +3.63% | +21.47% | 102,634.6 | REITs | |
PLD | Prologis Inc | 792,536 | 88,597.6 | New Holding | 0.260 | +0.26% | 0.090 | +14.53% | +5.20% | 101,301.7 | REITs | |
KRMN | Karman Holdings Inc | 2,400,648 | 80,229.7 | New Holding | 0.240 | +0.24% | 1.820 | +57.14% | 0% | 6,444.8 | Aerospace & Defense | |
CRH | CRH PLC | 566,834 | 49,864.4 | New Holding | 0.150 | +0.15% | 0.080 | +12.83% | +3.75% | 64,108.0 | Building Materials | |
TMHC | Taylor Morrison Home Corp | 787,616 | 47,288.5 | New Holding | 0.140 | +0.14% | 0.780 | +16.05% | +5.75% | 6,496.8 | Homebuilding & Construction | |
WMS | Advanced Drainage Systems Inc | 307,855 | 33,448.4 | New Holding | 0.100 | +0.10% | 0.400 | +13.99% | +4.32% | 9,334.7 | Construction | |
WING | Wingstop Inc | 150,392 | 33,925.4 | New Holding | 0.100 | +0.10% | 0.540 | +38.44% | +15.73% | 9,158.0 | Restaurants | |
BEKE | KE Holdings Inc | 1,549,042 | 31,120.3 | New Holding | 0.090 | +0.09% | 0.130 | +0.22% | +2.43% | 21,980.7 | Real Estate | |
EXR | Extra Space Storage Inc | 194,207 | 28,837.8 | New Holding | 0.080 | +0.08% | 0.090 | +13.46% | +2.68% | 31,882.6 | REITs | |
CHDN | Churchill Downs Inc | 208,427 | 23,150.0 | New Holding | 0.070 | +0.07% | 0.290 | +3.21% | -20.77% | 7,642.2 | Travel & Leisure | |
LI | Li Auto Inc | 919,740 | 23,177.5 | New Holding | 0.070 | +0.07% | 0.090 | +19.07% | +15.30% | 28,027.3 | Vehicles & Parts | |
SAIL | SailPoint Inc | 842,712 | 15,800.9 | New Holding | 0.050 | +0.05% | 0.150 | +14.92% | 0% | 11,232.0 | Software | |
XPEV | XPeng Inc | 852,979 | 17,673.7 | New Holding | 0.050 | +0.05% | 0.090 | -13.00% | +47.21% | 16,566.5 | Vehicles & Parts | |
EGP | EastGroup Properties Inc | 82,248 | 14,488.0 | New Holding | 0.040 | +0.04% | 0.160 | +9.26% | +6.41% | 8,822.7 | REITs | |
TRNS | Transcat Inc | 154,024 | 11,467.1 | New Holding | 0.030 | +0.03% | 1.650 | +5.84% | -18.11% | 806.8 | Business Services | |
CCI | Crown Castle Inc | 79,830 | 8,320.7 | New Holding | 0.020 | +0.02% | 0.020 | +7.44% | +16.35% | 44,747.7 | REITs | |
FR | First Industrial Realty Trust Inc | 112,719 | 6,082.3 | New Holding | 0.020 | +0.02% | 0.090 | +9.30% | +0.34% | 6,544.6 | REITs | |
INVH | Invitation Homes Inc | 175,219 | 6,106.4 | New Holding | 0.020 | +0.02% | 0.030 | +1.61% | +2.96% | 19,828.9 | REITs | |
PRMB | Primo Brands Corp | 212,954 | 7,557.7 | New Holding | 0.020 | +0.02% | 0.060 | -15.03% | -6.43% | 10,679.1 | Beverages - Non-Alcoholic | |
AGYS | Agilysys Inc | 27,165 | 1,970.5 | New Holding | 0.010 | +0.01% | 0.100 | +65.77% | -13.51% | 3,191.7 | Software |
Total 345
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