 | |
Ron Baron13F | |
| Baron Funds | |
| Last update 2024-09-09 | 329 Stocks (22 new) |
| Value $34.92 Bil | Turnover 3 % |
| Portfolio Report | |
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 |
AAPL |
IBTA |
MLM |
TEM |
ITGR |
LPX |
LOAR |
EPAC |
IOT |
CDNS |
DOC |
IRT |
BEPC |
FRT |
GKOS |
RHP |
VTR |
BHVN |
GRAL |
JSPR |
| 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 |
AAPL | Apple Inc | 300,300 | 63249.190 | +14,788.45% | 0.180 | +0.18% | 0.000 | +8.40% | +18.02% | 3441760.493 | Hardware | |
IBTA | Ibotta Inc | 517,112 | 38866.140 | New Holding | 0.110 | +0.11% | 1.700 | -5.87% | 0% | 1919.888 | Software | |
MLM | Martin Marietta Materials Inc | 69,085 | 37430.250 | New Holding | 0.110 | +0.11% | 0.110 | +0.34% | +7.87% | 32759.352 | Building Materials | |
TEM | Tempus AI Inc | 784,397 | 27453.900 | New Holding | 0.080 | +0.08% | 0.510 | +96.92% | 0% | 7584.765 | Healthcare Providers & Services | |
ITGR | Integer Holdings Corp | 216,677 | 25089.030 | New Holding | 0.070 | +0.07% | 0.650 | +11.38% | +28.92% | 4282.937 | Medical Devices & Instruments | |
LPX | Louisiana-Pacific Corp | 311,644 | 25657.650 | New Holding | 0.070 | +0.07% | 0.440 | +27.44% | +50.01% | 7396.543 | Construction | |
LOAR | Loar Holdings Inc | 300,000 | 16023.000 | New Holding | 0.050 | +0.05% | 0.330 | +30.99% | 0% | 6744.812 | Aerospace & Defense | |
EPAC | Enerpac Tool Group Corp | 410,369 | 15667.890 | New Holding | 0.040 | +0.04% | 0.760 | +13.54% | +36.73% | 2308.299 | Industrial Products | |
IOT | Samsara Inc | 349,294 | 11771.210 | New Holding | 0.030 | +0.03% | 0.060 | +65.48% | +47.93% | 27473.116 | Software | |
CDNS | Cadence Design Systems Inc | 17,180 | 5287.150 | New Holding | 0.020 | +0.02% | 0.010 | -12.75% | -0.21% | 74424.276 | Software | |
DOC | Healthpeak Properties Inc | 339,151 | 6647.360 | New Holding | 0.020 | +0.02% | 0.050 | +20.49% | +20.70% | 15940.243 | REITs | |
IRT | Independence Realty Trust Inc | 323,622 | 6064.680 | New Holding | 0.020 | +0.02% | 0.140 | +14.75% | +38.27% | 4673.504 | REITs | |
BEPC | Brookfield Renewable Corp | 68,643 | 1948.090 | New Holding | 0.010 | +0.01% | 0.040 | +9.32% | +15.06% | 5710.180 | Utilities - Independent Power Producers | |
FRT | Federal Realty Investment Trust | 23,854 | 2408.540 | New Holding | 0.010 | +0.01% | 0.030 | +15.63% | +13.84% | 9607.041 | REITs | |
GKOS | Glaukos Corp | 20,000 | 2367.000 | New Holding | 0.010 | +0.01% | 0.040 | +12.25% | +58.88% | 6939.693 | Medical Devices & Instruments | |
RHP | Ryman Hospitality Properties Inc | 38,149 | 3809.560 | New Holding | 0.010 | +0.01% | 0.060 | +14.79% | +2.38% | 6609.369 | REITs | |
VTR | Ventas Inc | 91,930 | 4712.330 | New Holding | 0.010 | +0.01% | 0.020 | +31.22% | +32.72% | 26912.623 | REITs | |
BHVN | Biohaven Ltd | 35,000 | 1214.850 | New Holding | 0.000 | 0% | 0.040 | +40.66% | +15.02% | 4654.315 | Biotechnology | |
GRAL | GRAIL Inc | 12,798 | 196.710 | New Holding | 0.000 | 0% | 0.040 | -23.18% | 0% | 405.502 | Medical Diagnostics & Research | |
JSPR | Jasper Therapeutics Inc | 20,000 | 454.000 | New Holding | 0.000 | 0% | 0.130 | -14.41% | +131.05% | 275.370 | Biotechnology |
Total 354
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