 | |
Ron Baron13F | |
| Baron Funds | |
| Last update 2025-05-15 | 314 Stocks (29 new) |
| Value $34.05 Bil | Turnover 5 % |
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 |
AMT |
PLD |
KRMN |
CRH |
TMHC |
WMS |
WING |
BEKE |
EXR |
CHDN |
LI |
SAIL |
XPEV |
EGP |
TRNS |
CCI |
FR |
INVH |
PRMB |
AGYS |
| 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 |
AMT | American Tower Corp | 699,676 | 152,249.5 | New Holding | 0.450 | +0.45% | 0.150 | +0.96% | +23.57% | 104,413.6 | REITs | |
PLD | Prologis Inc | 792,536 | 88,597.6 | New Holding | 0.260 | +0.26% | 0.090 | +5.24% | +2.56% | 98,759.2 | REITs | |
KRMN | Karman Holdings Inc | 2,400,648 | 80,229.7 | New Holding | 0.240 | +0.24% | 1.820 | +61.36% | - | 7,441.4 | Aerospace & Defense | |
CRH | CRH PLC | 566,834 | 49,864.4 | New Holding | 0.150 | +0.15% | 0.080 | +10.09% | +1.24% | 62,540.8 | Building Materials | |
TMHC | Taylor Morrison Home Corp | 787,616 | 47,288.5 | New Holding | 0.140 | +0.14% | 0.780 | +11.69% | +2.99% | 6,327.2 | Homebuilding & Construction | |
WMS | Advanced Drainage Systems Inc | 307,855 | 33,448.4 | New Holding | 0.100 | +0.10% | 0.400 | +8.02% | -2.32% | 8,740.8 | Construction | |
WING | Wingstop Inc | 150,392 | 33,925.4 | New Holding | 0.100 | +0.10% | 0.540 | +50.22% | +15.82% | 9,165.0 | Restaurants | |
BEKE | KE Holdings Inc | 1,549,042 | 31,120.3 | New Holding | 0.090 | +0.09% | 0.130 | -0.89% | +4.54% | 22,417.8 | Real Estate | |
EXR | Extra Space Storage Inc | 194,207 | 28,837.8 | New Holding | 0.080 | +0.08% | 0.090 | +5.46% | +0.65% | 31,252.3 | REITs | |
CHDN | Churchill Downs Inc | 208,427 | 23,150.0 | New Holding | 0.070 | +0.07% | 0.290 | +4.84% | -20.42% | 7,676.1 | Travel & Leisure | |
LI | Li Auto Inc | 919,740 | 23,177.5 | New Holding | 0.070 | +0.07% | 0.090 | +35.64% | +30.72% | 31,776.5 | Vehicles & Parts | |
SAIL | SailPoint Inc | 842,712 | 15,800.9 | New Holding | 0.050 | +0.05% | 0.150 | +19.61% | - | 11,371.1 | Software | |
XPEV | XPeng Inc | 852,979 | 17,673.7 | New Holding | 0.050 | +0.05% | 0.090 | 0% | +54.15% | 17,347.3 | Vehicles & Parts | |
EGP | EastGroup Properties Inc | 82,248 | 14,488.0 | New Holding | 0.040 | +0.04% | 0.160 | +2.39% | +2.83% | 8,526.0 | REITs | |
TRNS | Transcat Inc | 154,024 | 11,467.1 | New Holding | 0.030 | +0.03% | 1.650 | -1.34% | -21.07% | 777.7 | Business Services | |
CCI | Crown Castle Inc | 79,830 | 8,320.7 | New Holding | 0.020 | +0.02% | 0.020 | +1.71% | +18.03% | 45,392.2 | REITs | |
FR | First Industrial Realty Trust Inc | 112,719 | 6,082.3 | New Holding | 0.020 | +0.02% | 0.090 | +4.78% | +0.22% | 6,536.7 | REITs | |
INVH | Invitation Homes Inc | 175,219 | 6,106.4 | New Holding | 0.020 | +0.02% | 0.030 | -3.19% | +2.67% | 19,773.7 | REITs | |
PRMB | Primo Brands Corp | 212,954 | 7,557.7 | New Holding | 0.020 | +0.02% | 0.060 | -14.30% | -6.26% | 10,697.8 | Beverages - Non-Alcoholic | |
AGYS | Agilysys Inc | 27,165 | 1,970.5 | New Holding | 0.010 | +0.01% | 0.100 | +71.91% | -9.35% | 3,345.0 | Software |
Total 345
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