Ron Baron

Ron Baron

13F
Baron Funds
Last update 2025-05-15 314 Stocks (29 new)
Value $34.05 Bil Turnover 5 %
Countries:

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 Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSLA
Tesla Inc
14,213,133
3,683,475.5
-2.51%
10.820
-0.38%
0.440
+17.98%
-21.91%
1,015,728.5
Vehicles & Parts
ACGL
Arch Capital Group Ltd
19,966,752
1,920,402.2
-2.42%
5.640
-0.12%
5.330
-7.36%
-3.42%
33,424.4
Insurance
IT
Gartner Inc
3,771,609
1,583,095.2
-3.69%
4.650
-0.18%
4.900
-1.15%
-17.38%
30,808.3
Software
CSGP
CoStar Group Inc
19,032,522
1,507,946.7
-0.89%
4.430
-0.03%
4.510
+7.56%
+14.71%
34,645.3
Real Estate
MSCI
MSCI Inc
2,071,653
1,171,519.8
-2.83%
3.440
-0.09%
2.680
+8.34%
-1.43%
45,474.3
Capital Markets
GWRE
Guidewire Software Inc
5,667,682
1,061,896.9
-4.18%
3.120
-0.11%
6.760
+25.09%
+36.66%
19,396.9
Software
FDS
FactSet Research Systems Inc
2,248,026
1,022,042.5
-4.57%
3.000
-0.13%
5.920
+2.71%
-6.30%
16,935.2
Capital Markets
IDXX
IDEXX Laboratories Inc
2,059,777
865,003.3
+2.71%
2.540
+0.07%
2.560
+33.17%
+32.31%
43,991.6
Medical Diagnostics & Research
KNSL
Kinsale Capital Group Inc
1,738,858
846,319.6
+0.71%
2.490
+0.02%
7.460
-4.47%
+2.45%
11,100.0
Insurance
MTN
Vail Resorts Inc
5,284,222
845,581.2
-0.12%
2.480
0%
14.150
+7.32%
-10.04%
6,093.7
Travel & Leisure

Ron Baron's Historical Top Holdings Breakdowns

Ron Baron's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ANSS
Ansys Inc
2025-03-31
Reduce
Reduce
-0.49%
316.56 ($335.47) 360.36
$367.48
9.54%
Reduce -39.82%
852,310
-563,914
AMT
American Tower Corp
2025-03-31
New Buy
New Buy
+0.45%
173.46 ($196.17) 217.6
$221.75
13.04%
New holding
699,676
699,676
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.38%
222.15 ($333.26) 428.22
$315.35
-5.37%
Reduce -2.51%
14,213,133
-365,676
EQIX
Equinix Inc
2025-03-31
Reduce
Reduce
-0.37%
803 ($898.89) 959.97
$787.00
-12.45%
Reduce -52.23%
139,288
-152,299
FIGS
FIGS Inc
2025-03-31
Add
Add
+0.37%
4.33 ($5.31) 6.18
$5.85
10.17%
Add 90.26%
58,671,584
27,833,825
PLD
Prologis Inc
2025-03-31
New Buy
New Buy
+0.26%
103.59 ($115.69) 124.04
$108.02
-6.63%
New holding
792,536
792,536
DNUT
Krispy Kreme Inc
2025-03-31
Reduce
Reduce
-0.25%
4.92 ($7.64) 9.82
$3.32
-56.54%
Reduce -72.1%
3,645,959
-9,423,758
KRMN
Karman Holdings Inc
2025-03-31
New Buy
New Buy
+0.24%
28.16 ($32.27) 37.51
$45.02
39.51%
New holding
2,400,648
2,400,648
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.23%
375.39 ($407.71) 447.2
$498.84
22.35%
Reduce -36.83%
364,015
-212,226
GDS
GDS Holdings Ltd
2025-03-31
Reduce
Reduce
-0.22%
19.92 ($30.31) 48.5
$33.98
12.11%
Reduce -54.03%
3,067,405
-3,605,821

Ron Baron Total Holding History ($B)

To

Ron Baron's Asset Allocation

To

Ron Baron Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Ron Baron's Hypothetical Growth since 2025-03-31

Ron Baron's Yearly Returns

Year Portfolio % % Excess Gain %

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