Ron Baron13F | |
Baron Funds | |
Last update 2024-02-14 | 330 Stocks (16 new) |
Value $37.55 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 |
NCNO |
BIRK |
PDD |
AAON |
NVO |
SPG |
SUI |
VKTX |
IMVT |
GPCR |
SYK |
QQQ |
MU |
NTRA |
SPY |
SGRY |
VGT |
LRCX |
AMT |
BIPC |
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 |
NCNO | Ncino Inc | 503,500 | 16,932.71 | +14,285.71% | 0.05 | +0.05% | 0.45 | -5.43% | -11.45% | 3,401.37 | Software | |
BIRK | Birkenstock Holding PLC | 2,934,001 | 142,973.87 | New Holding | 0.38 | +0.38% | 1.56 | -3.36% | -7.98% | 8,422.10 | Manufacturing - Apparel & Accessories | |
PDD | PDD Holdings Inc | 504,774 | 73,853.48 | New Holding | 0.20 | +0.20% | 0.04 | -12.91% | -14.03% | 174,693.38 | Retail - Cyclical | |
AAON | AAON Inc | 192,699 | 14,234.68 | New Holding | 0.04 | +0.04% | 0.24 | +28.12% | +21.82% | 7,380.79 | Construction | |
NVO | Novo Nordisk A/S | 55,247 | 5,715.30 | New Holding | 0.02 | +0.02% | 0 | +19.89% | +22.47% | 561,190.70 | Biotechnology | |
SPG | Simon Property Group Inc | 64,132 | 9,147.79 | New Holding | 0.02 | +0.02% | 0.02 | +1.23% | +1.36% | 46,497.66 | REITs | |
SUI | Sun Communities Inc | 49,625 | 6,632.38 | New Holding | 0.02 | +0.02% | 0.04 | -4.04% | -10.35% | 14,822.47 | REITs | |
VKTX | Viking Therapeutics Inc | 310,067 | 5,770.35 | New Holding | 0.02 | +0.02% | 0.31 | +220.13% | +270.02% | 7,593.07 | Biotechnology | |
IMVT | Immunovant Inc | 59,000 | 2,485.67 | New Holding | 0.01 | +0.01% | 0.04 | -27.43% | -34.13% | 4,031.88 | Biotechnology | |
GPCR | Structure Therapeutics Inc | 118,333 | 4,823.25 | New Holding | 0.01 | +0.01% | 0.26 | -7.52% | -4.37% | 1,816.39 | Biotechnology | |
SYK | Stryker Corp | 14,000 | 4,192.44 | New Holding | 0.01 | +0.01% | 0 | +8.34% | +12.84% | 128,275.40 | Medical Devices & Instruments | |
QQQ | INVESCO QQQ Trust | 326 | 133.50 | New Holding | 0 | 0% | 0 | -0.45% | +3.65% | 248,536.70 | ||
MU | Micron Technology Inc | 1,632 | 139.28 | New Holding | 0 | 0% | 0 | +25.21% | +30.87% | 123,560.13 | Semiconductors | |
NTRA | Natera Inc | 23,600 | 1,478.30 | New Holding | 0 | 0% | 0.02 | +41.26% | +45.72% | 11,158.21 | Medical Diagnostics & Research | |
SPY | S&P 500 ETF TRUST ETF | 60 | 28.52 | New Holding | 0 | 0% | 0 | +3.17% | +5.93% | 503,026.79 | ||
SGRY | Surgery Partners Inc | 45,000 | 1,439.55 | New Holding | 0 | 0% | 0.04 | -21.24% | -22.35% | 3,144.92 | Healthcare Providers & Services | |
VGT | Vanguard Information Technology ETF | 3,396 | 1,643.66 | New Holding | 0 | 0% | 0 | -2.60% | +2.36% | 62,385.03 | ||
LRCX | Lam Research Corp | 10,300 | 8,067.58 | +4,900.00% | 0.02 | +0.02% | 0.01 | +4.37% | +15.34% | 117,854.58 | Semiconductors | |
AMT | American Tower Corp | 292,913 | 63,234.06 | +497.05% | 0.17 | +0.14% | 0.06 | -12.86% | -19.19% | 80,737.72 | REITs | |
BIPC | Brookfield Infrastructure Corp | 102,600 | 3,619.73 | +446.70% | 0.01 | +0.01% | 0.08 | -9.81% | -9.25% | 4,167.84 | Utilities - Regulated |
Total 351