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
+9.10%
+27.51%
107,739.7
REITs
PLD
Prologis Inc
792,536
88,597.6
New Holding
0.260
+0.26%
0.090
+9.68%
+6.24%
102,303.8
REITs
KRMN
Karman Holdings Inc
2,400,648
80,229.7
New Holding
0.240
+0.24%
1.820
+48.50%
-
6,620.1
Aerospace & Defense
CRH
CRH PLC
566,834
49,864.4
New Holding
0.150
+0.15%
0.080
+10.63%
+5.41%
65,103.0
Building Materials
TMHC
Taylor Morrison Home Corp
787,616
47,288.5
New Holding
0.140
+0.14%
0.780
+12.12%
+5.51%
6,481.7
Homebuilding & Construction
WMS
Advanced Drainage Systems Inc
307,855
33,448.4
New Holding
0.100
+0.10%
0.400
+10.06%
+1.01%
9,038.2
Construction
WING
Wingstop Inc
150,392
33,925.4
New Holding
0.100
+0.10%
0.540
+49.14%
+13.69%
8,996.4
Restaurants
BEKE
KE Holdings Inc
1,549,042
31,120.3
New Holding
0.090
+0.09%
0.130
-6.99%
+8.78%
23,310.4
Real Estate
EXR
Extra Space Storage Inc
194,207
28,837.8
New Holding
0.080
+0.08%
0.090
+7.81%
+2.98%
31,975.9
REITs
CHDN
Churchill Downs Inc
208,427
23,150.0
New Holding
0.070
+0.07%
0.290
+3.85%
-18.31%
7,879.4
Travel & Leisure
LI
Li Auto Inc
919,740
23,177.5
New Holding
0.070
+0.07%
0.090
+26.71%
+26.66%
30,788.5
Vehicles & Parts
SAIL
SailPoint Inc
842,712
15,800.9
New Holding
0.050
+0.05%
0.150
+27.25%
-
11,565.9
Software
XPEV
XPeng Inc
852,979
17,673.7
New Holding
0.050
+0.05%
0.090
-7.89%
+59.52%
17,951.8
Vehicles & Parts
EGP
EastGroup Properties Inc
82,248
14,488.0
New Holding
0.040
+0.04%
0.160
+6.19%
+7.03%
8,874.4
REITs
TRNS
Transcat Inc
154,024
11,467.1
New Holding
0.030
+0.03%
1.650
-1.65%
-22.36%
764.9
Business Services
CCI
Crown Castle Inc
79,830
8,320.7
New Holding
0.020
+0.02%
0.020
+8.18%
+23.95%
47,669.7
REITs
FR
First Industrial Realty Trust Inc
112,719
6,082.3
New Holding
0.020
+0.02%
0.090
+9.12%
+3.39%
6,743.4
REITs
INVH
Invitation Homes Inc
175,219
6,106.4
New Holding
0.020
+0.02%
0.030
-3.78%
+3.05%
19,847.3
REITs
PRMB
Primo Brands Corp
212,954
7,557.7
New Holding
0.020
+0.02%
0.060
-13.55%
-6.46%
10,675.4
Beverages - Non-Alcoholic
AGYS
Agilysys Inc
27,165
1,970.5
New Holding
0.010
+0.01%
0.100
+59.55%
-14.77%
3,147.2
Software
100/Page
Total 345

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