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's Portfolio

Ron Baron Current Holdings

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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
AMT
American Tower Corp
699,676
152,249.5
New Holding
0.450
+0.45%
0.150
+2.11%
+21.15%
102,363.4
REITs
PLD
Prologis Inc
792,536
88,597.6
New Holding
0.260
+0.26%
0.090
-6.12%
+0.18%
96,467.2
REITs
KRMN
Karman Holdings Inc
2,400,648
80,229.7
New Holding
0.240
+0.24%
1.820
+54.02%
0%
6,803.7
Aerospace & Defense
CRH
CRH PLC
566,834
49,864.4
New Holding
0.150
+0.15%
0.080
+4.99%
+0.22%
61,974.4
Building Materials
TMHC
Taylor Morrison Home Corp
787,616
47,288.5
New Holding
0.140
+0.14%
0.780
+2.42%
+0.46%
6,171.6
Homebuilding & Construction
WMS
Advanced Drainage Systems Inc
307,855
33,448.4
New Holding
0.100
+0.10%
0.400
+5.63%
-0.58%
8,896.1
Construction
WING
Wingstop Inc
150,392
33,925.4
New Holding
0.100
+0.10%
0.540
+49.03%
+18.44%
9,372.4
Restaurants
BEKE
KE Holdings Inc
1,549,042
31,120.3
New Holding
0.090
+0.09%
0.130
-9.77%
-1.59%
21,158.1
Real Estate
EXR
Extra Space Storage Inc
194,207
28,837.8
New Holding
0.080
+0.08%
0.090
-0.63%
-0.25%
30,974.3
REITs
CHDN
Churchill Downs Inc
208,427
23,150.0
New Holding
0.070
+0.07%
0.290
-9.43%
-24.67%
7,266.6
Travel & Leisure
LI
Li Auto Inc
919,740
23,177.5
New Holding
0.070
+0.07%
0.090
+8.57%
+14.05%
27,723.3
Vehicles & Parts
SAIL
SailPoint Inc
842,712
15,800.9
New Holding
0.050
+0.05%
0.150
+23.73%
0%
12,912.7
Software
XPEV
XPeng Inc
852,979
17,673.7
New Holding
0.050
+0.05%
0.090
-13.63%
+51.40%
17,035.1
Vehicles & Parts
EGP
EastGroup Properties Inc
82,248
14,488.0
New Holding
0.040
+0.04%
0.160
-5.66%
+4.37%
8,654.1
REITs
TRNS
Transcat Inc
154,024
11,467.1
New Holding
0.030
+0.03%
1.650
+16.39%
-18.05%
807.4
Business Services
CCI
Crown Castle Inc
79,830
8,320.7
New Holding
0.020
+0.02%
0.020
-1.80%
+14.67%
44,098.9
REITs
FR
First Industrial Realty Trust Inc
112,719
6,082.3
New Holding
0.020
+0.02%
0.090
-11.01%
-3.41%
6,299.7
REITs
INVH
Invitation Homes Inc
175,219
6,106.4
New Holding
0.020
+0.02%
0.030
-5.74%
+3.62%
19,957.6
REITs
PRMB
Primo Brands Corp
212,954
7,557.7
New Holding
0.020
+0.02%
0.060
-16.31%
-3.17%
11,050.5
Beverages - Non-Alcoholic
AGYS
Agilysys Inc
27,165
1,970.5
New Holding
0.010
+0.01%
0.100
+61.46%
-11.07%
3,281.5
Software
100/Page
Total 345

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