 | ||
| Ron Baron | ||
| Baron Funds | ||
| Last update 2018-08-14 | 362 Stocks (34 new) | |
| Value $22.88 Bil | Turnover 3 % | |
| Top Holdings: MTN (5.83%) CSGP (4.48%) IDXX (4.16%) IT (4.04%) ACGL (2.71%) | ||
| Guru Portfolio Report Download | ||
Price change from average %
Market Cap
Ron Baron Latest Trades
| FNGN |
Financial Engines Inc
|
2018-06-30
|
Reduce
|
-0.41 %
|
$44.95
|
8.97 %
|
Reduce -57.63%
|
1,900,519
| ||
| AMX |
America Movil SAB de CV
|
2018-06-30
|
New Buy
|
+0.30 %
|
$14.50
|
-16.33 %
|
New holding
|
4,139,193
| ||
| MIDD |
The Middleby Corp
|
2018-06-30
|
Reduce
|
-0.29 %
|
$114.64
|
1.08 %
|
Reduce -87.97%
|
69,773
| ||
| VAC |
Marriott Vacations Worldwide Corp
|
2018-06-30
|
Add
|
+0.27 %
|
$89.19
|
-27.85 %
|
Add 24.96%
|
2,699,545
| ||
| TAL |
TAL Education Group
|
2018-06-30
|
Reduce
|
-0.23 %
|
$24.36
|
-37.97 %
|
Reduce -55.23%
|
1,072,274
| ||
| CDAY |
Ceridian HCM Holding Inc
|
2018-06-30
|
New Buy
|
+0.22 %
|
$37.19
|
5.62 %
|
New holding
|
1,522,790
| ||
| AYI |
Acuity Brands Inc
|
2018-06-30
|
Sold Out
|
-0.19 %
|
$122.44
|
0.45 %
|
Sold Out
|
-
| ||
| IBP |
Installed Building Products Inc
|
2018-06-30
|
Add
|
+0.15 %
|
$30.35
|
-48.77 %
|
Add 76.94%
|
1,415,502
| ||
| MOMO |
Momo Inc
|
2018-06-30
|
Add
|
+0.15 %
|
$32.08
|
-22.62 %
|
Add 87.24%
|
1,701,006
| ||
| WIX |
Wix.com Ltd
|
2018-06-30
|
Add
|
+0.14 %
|
$97.98
|
9.86 %
|
Add 17.65%
|
2,138,927
| ||
| GLIBA |
GCI Liberty Inc
|
2018-06-30
|
Reduce
|
-0.13 %
|
$47.32
|
2.49 %
|
Reduce -79.50%
|
136,783
| ||
| BECN |
Beacon Roofing Supply Inc
|
2018-06-30
|
Reduce
|
-0.12 %
|
$29.06
|
-36.98 %
|
Reduce -48.72%
|
506,107
| ||
| INXN |
InterXion Holding NV
|
2018-06-30
|
Reduce
|
-0.12 %
|
$60.58
|
-5.27 %
|
Reduce -38.50%
|
691,143
| ||
| CPA |
Copa Holdings SA
|
2018-06-30
|
Reduce
|
-0.11 %
|
$73.14
|
-34.80 %
|
Reduce -40.93%
|
280,251
| ||
| DOOR |
Masonite International Corp
|
2018-06-30
|
Reduce
|
-0.11 %
|
$54.70
|
-16.48 %
|
Reduce -56.56%
|
304,036
| ||
| MTN |
Vail Resorts Inc
|
2018-06-30
|
Reduce
|
-0.11 %
|
$246.96
|
0.83 %
|
Reduce -2.21%
|
4,864,447
| ||
| TSG |
The Stars Group Inc
|
2018-06-30
|
New Buy
|
+0.11 %
|
$22.45
|
-32.64 %
|
New holding
|
716,840
| ||
| ACGL |
Arch Capital Group Ltd
|
2018-06-30
|
Reduce
|
-0.10 %
|
$27.40
|
2.01 %
|
Reduce -3.14%
|
23,454,157
| ||
| BFAM |
Bright Horizons Family Solutions Inc
|
2018-06-30
|
Reduce
|
-0.10 %
|
$114.17
|
13.69 %
|
Reduce -6.36%
|
3,241,434
| ||
| FLT |
Fleetcor Technologies Inc
|
2018-06-30
|
Reduce
|
-0.10 %
|
$203.55
|
-0.88 %
|
Reduce -21.25%
|
407,707
| ||
| LBRDK |
Liberty Broadband Corp
|
2018-06-30
|
Add
|
+0.10 %
|
$82.70
|
9.03 %
|
Add 97.84%
|
593,520
| ||
| MTD |
Mettler-Toledo International Inc
|
2018-06-30
|
Reduce
|
-0.10 %
|
$558.11
|
-2.22 %
|
Reduce -6.13%
|
561,973
| ||
| IDXX |
IDEXX Laboratories Inc
|
2018-06-30
|
Reduce
|
-0.09 %
|
$219.78
|
6.68 %
|
Reduce -2.37%
|
4,365,540
| ||
| OLLI |
Ollie's Bargain Outlet Holdings Inc
|
2018-06-30
|
Add
|
+0.09 %
|
$90.08
|
33.47 %
|
Add 55.95%
|
835,997
| ||
| CSGP |
CoStar Group Inc
|
2018-06-30
|
Reduce
|
-0.08 %
|
$385.31
|
0.14 %
|
Reduce -1.86%
|
2,483,028
| ||
| FND |
Floor & Decor Holdings Inc
|
2018-06-30
|
Add
|
+0.08 %
|
$26
|
-49.44 %
|
Add 34.28%
|
1,370,922
| ||
| LEN |
Lennar Corp
|
2018-06-30
|
Sold Out
|
-0.08 %
|
$39.37
|
-27.25 %
|
Sold Out
|
-
| ||
| MSGN |
MSG Networks Inc
|
2018-06-30
|
Sold Out
|
-0.08 %
|
$27.59
|
30.08 %
|
Sold Out
|
-
| ||
| ALGN |
Align Technology Inc
|
2018-06-30
|
Add
|
+0.07 %
|
$314.22
|
5.52 %
|
Add 38.78%
|
161,653
| ||
| AVLR |
Avalara Inc
|
2018-06-30
|
New Buy
|
+0.07 %
|
$34.04
|
-28.43 %
|
New holding
|
300,000
| ||
| BIDU |
Baidu Inc
|
2018-06-30
|
Reduce
|
-0.07 %
|
$196.19
|
-21.24 %
|
Reduce -13.06%
|
477,242
| ||
| PBFX |
PBF Logistics LP
|
2018-06-30
|
Sold Out
|
-0.07 %
|
$22.20
|
9.90 %
|
Sold Out
|
-
| ||
| SYNH |
Syneos Health Inc
|
2018-06-30
|
Sold Out
|
-0.07 %
|
$46.06
|
11.34 %
|
Sold Out
|
-
| ||
| WH |
Wyndham Hotels & Resorts Inc
|
2018-06-30
|
New Buy
|
+0.07 %
|
$48.16
|
-21.26 %
|
New holding
|
272,071
| ||
| AMH |
American Homes 4 Rent
|
2018-06-30
|
Add
|
+0.06 %
|
$20.47
|
0.15 %
|
Add 28686.46%
|
608,258
| ||
| BITA |
Bitauto Holdings Ltd
|
2018-06-30
|
Sold Out
|
-0.06 %
|
$20.49
|
-9.66 %
|
Sold Out
|
-
| ||
| RAVN |
Raven Industries Inc
|
2018-06-30
|
Add
|
+0.06 %
|
$44.24
|
15.66 %
|
Add 111.35%
|
669,977
| ||
| SAGE |
Sage Therapeutics Inc
|
2018-06-30
|
Add
|
+0.06 %
|
$117.88
|
-24.95 %
|
Add 47.08%
|
269,543
| ||
| WING |
Wingstop Inc
|
2018-06-30
|
Reduce
|
-0.06 %
|
$70.16
|
37.78 %
|
Reduce -28.65%
|
685,000
| ||
| ZG |
Zillow Group Inc
|
2018-06-30
|
Reduce
|
-0.06 %
|
$39.70
|
-28.09 %
|
Reduce -9.53%
|
2,329,973
|
Total 7182