
	Ron Baron 13F
	Baron Funds

	Last update 2023-08-14	345 Stocks (10 new)
	Value $36.11 Bil	Turnover 3 %
	Countries: Top Holdings: TSLA(12.83%) CSGP(4.71%) IT(4.58%) ACGL(4.41%) IDXX(3.31%) 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
WWE
ABCM
BSX
IEMG
SKT
TNL
ACLX
NU
PINS
SMCI
DLR
BAH
NFLX
APO
HLLY
BZ
STVN
IBKR
ONON
VCTR

Ticker	Company	Industry	Market Cap $Mil	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %
Ticker	Company	Industry	Market Cap $Mil	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %
WWE	World Wrestling Entertainment Inc	Media - Diversified	8,370.22	181,412	19,677.76	New Holding	0.05	+0.05%	0.22	+2.26%	+47.29%
ABCM	Abcam PLC	Biotechnology	5,216.94	429,419	10,507.88	New Holding	0.03	+0.03%	0.19	+0.80%	+45.69%
BSX	Boston Scientific Corp	Medical Devices & Instruments	77,186.53	78,000	4,219.02	New Holding	0.01	+0.01%	0.01	-1.41%	+13.97%
IEMG	iShares Core MSCI Emerging Markets ETF		68,879.13	69,800	3,440.44	New Holding	0.01	+0.01%	0	-3.77%	+2.79%
SKT	Tanger Factory Outlet Centers Inc	REITs	2,401.26	140,025	3,090.35	New Holding	0.01	+0.01%	0.13	+7.44%	+31.96%
TNL	Travel+Leisure Co	Travel & Leisure	2,652.77	107,764	4,347.20	New Holding	0.01	+0.01%	0.15	-8.06%	+1.49%
ACLX	Arcellx Inc	Biotechnology	1,689.66	40,000	1,264.80	New Holding	0	0%	0.08	+6.91%	+10.43%
NU	Nu Holdings Ltd	Banks	33,743.71	100,000	789.00	New Holding	0	0%	0	-8.19%	+72.56%
PINS	Pinterest Inc	Interactive Media	17,426.87	8,192	223.97	New Holding	0	0%	0	-1.52%	+7.08%
SMCI	Super Micro Computer Inc	Hardware	13,464.56	525	130.86	New Holding	0	0%	0	+12.12%	+208.87%
DLR	Digital Realty Trust Inc	REITs	36,170.74	376,936	42,921.70	+572.76%	0.12	+0.10%	0.12	+11.19%	+23.74%
BAH	Booz Allen Hamilton Holding Corp	Business Services	14,247.03	225,724	25,190.80	+483.27%	0.07	+0.06%	0.17	-0.04%	+5.02%
NFLX	Netflix Inc	Media - Diversified	168,743.64	650	286.32	+261.11%	0	0%	0	-8.32%	+29.67%
APO	Apollo Global Management Inc	Asset Management	51,116.58	21,500	1,651.42	+138.89%	0	0%	0	+22.66%	+43.42%
HLLY	Holley Inc	Vehicles & Parts	572.18	4,500,000	18,405.00	+125.00%	0.05	+0.03%	3.84	+30.59%	+131.60%
BZ	Kanzhun Ltd	Business Services	6,425.80	2,469,676	37,168.62	+124.83%	0.10	+0.06%	0.57	-3.26%	-27.15%
STVN	Stevanato Group SPA	Medical Devices & Instruments	8,541.11	720,755	23,338.05	+122.45%	0.06	+0.03%	0.27	-13.51%	+51.40%
IBKR	Interactive Brokers Group Inc	Capital Markets	9,323.65	416,717	34,616.68	+101.31%	0.10	+0.05%	0.39	+7.62%	+20.61%
ONON	On Holding AG	Manufacturing - Apparel & Accessories	8,280.16	882,684	29,128.57	+99.10%	0.08	+0.04%	0.28	-16.68%	+51.98%
VCTR	Victory Capital Holdings Inc	Asset Management	2,206.50	9,187	289.76	+80.03%	0	0%	0.01	+9.76%	+30.15%

100/Page

Total 372

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