
	Ron Baron
	Baron Funds

	Last update 2021-05-19	394 Stocks (38 new)
	Value $40.57 Bil	Turnover 5 %
	Top Holdings: TSLA(10.13%) CSGP(3.93%) IDXX(3.51%) MTN(3.23%) PENN(2.92%) Guru Portfolio Report Download

Ron Baron Latest Trades

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Real Time Picks after 2021-03-31 are displayed for Premium P Members Only
TSLA	Tesla Inc	2021-03-31	Reduce	-1.02%	● 563 ($754.2) 883.09	$617.04	-18.19%	Reduce -8.65%	6,150,410
TRIP	TripAdvisor Inc	2021-03-31	New Buy	+0.66%	● 28.31 ($42.81) 61.03	$40.47	-5.47%	New holding	4,978,359
IDXX	IDEXX Laboratories Inc	2021-03-31	Reduce	-0.24%	● 465.18 ($501.7) 551.79	$602.16	20.02%	Reduce -6.34%	2,910,573
BBIO	BridgeBio Pharma Inc	2021-03-31	Add	+0.15%	● 55.47 ($65.45) 72.35	$61.51	-6.02%	Add 3817.63%	1,013,726
EPAM	EPAM Systems Inc	2021-03-31	Add	+0.15%	● 329.66 ($366.52) 400.27	$512.15	39.73%	Add 61.33%	411,812
BABA	Alibaba Group Holding Ltd	2021-03-31	Add	+0.14%	● 222.72 ($245.98) 270.83	$212.34	-13.68%	Add 11.82%	2,307,437
GOOG	Alphabet Inc	2021-03-31	Add	+0.14%	● 1728.24 ($1986.11) 2128.31	$2,505.57	26.15%	Add 27.88%	128,465
ACVA	ACV Auctions Inc	2021-03-31	New Buy	+0.12%	● 30 ($32) 34.61	$24.10	-24.69%	New holding	1,393,825
FLT	Fleetcor Technologies Inc	2021-03-31	Reduce	-0.12%	● 242.75 ($271.62) 290.19	$260.10	-4.24%	Reduce -99.89%	180
SHLS	Shoals Technologies Group Inc	2021-03-31	New Buy	+0.12%	● 30.36 ($35.48) 40.17	$31.32	-11.72%	New holding	1,372,521
BKNG	Booking Holdings Inc	2021-03-31	Sold Out	-0.12%	● 1886.09 ($2219.81) 2461.78	$2,256.85	1.67%	Sold Out	0
DASH	DoorDash Inc	2021-03-31	Sold Out	-0.12%	● 125.53 ($168.08) 215.16	$171.76	2.19%	Sold Out	0
DRVN	Driven Brands Holdings Inc	2021-03-31	New Buy	+0.11%	● 22.79 ($28.48) 34.5	$29.39	3.20%	New holding	1,700,000
TTD	The Trade Desk Inc	2021-03-31	Reduce	-0.11%	● 61.26 ($77.43) 90.34	$61.66	-20.37%	Reduce -20.02%	2,263,500
LVS	Las Vegas Sands Corp	2021-03-31	Add	+0.10%	● 48.09 ($58.5) 66.2	$53.62	-8.34%	Add 118.24%	1,204,972
PACB	Pacific Biosciences of California Inc	2021-03-31	Reduce	-0.10%	● 26.38 ($35.25) 51.15	$29.18	-17.22%	Reduce -79.66%	385,786
SFIX	Stitch Fix Inc	2021-03-31	Add	+0.10%	● 46.48 ($70.65) 106.41	$60.80	-13.94%	Add 92.7%	1,666,747
VRSK	Verisk Analytics Inc	2021-03-31	Reduce	-0.10%	● 161.65 ($183.25) 202.88	$171.71	-6.30%	Reduce -13.24%	1,215,788
CPNG	Coupang Inc	2021-03-31	New Buy	+0.09%	● 43.29 ($46.22) 50.45	$39.34	-14.89%	New holding	710,335
GDS	GDS Holdings Ltd	2021-03-31	Add	+0.09%	● 78.86 ($99.93) 115.71	$80.87	-19.07%	Add 9.96%	4,895,158
MSFT	Microsoft Corp	2021-03-31	Add	+0.09%	● 212.25 ($232.23) 244.99	$260.01	11.96%	Add 35.53%	612,027
ARGX	argenx SE	2021-03-31	Add	+0.08%	● 268.3 ($316.9) 380.31	$318.90	0.63%	Add 32.58%	493,727
DSEY	Diversey Holdings Ltd	2021-03-31	New Buy	+0.08%	● 14.64 ($14.87) 15.08	$18.01	21.12%	New holding	2,099,967
MTD	Mettler-Toledo International Inc	2021-03-31	Reduce	-0.08%	● 1038.47 ($1159.96) 1268.8	$1,376	18.62%	Reduce -6.72%	399,682
PAGS	PagSeguro Digital Ltd	2021-03-31	Reduce	-0.08%	● 44.3 ($53.73) 61.92	$53.93	0.36%	Reduce -23.89%	1,893,744
SDGR	Schrodinger Inc	2021-03-31	Add	+0.08%	● 64.61 ($90.24) 113.09	$74.98	-16.91%	Add 26.5%	2,143,887
WORK	Slack Technologies Inc	2021-03-31	Reduce	-0.08%	● 39.95 ($41.86) 44.28	$44.51	6.33%	Reduce -85.41%	132,140
DSP	Viant Technology Inc	2021-03-31	New Buy	+0.08%	● 37.94 ($51.83) 68.31	$29.70	-42.70%	New holding	577,196
ZLAB	Zai Lab Ltd	2021-03-31	Reduce	-0.08%	● 126.27 ($155.27) 191.71	$159.20	2.53%	Reduce -10.92%	1,822,678
ANSS	Ansys Inc	2021-03-31	Reduce	-0.07%	● 293.55 ($356) 403.6	$333.68	-6.27%	Reduce -3.42%	2,219,930
GDRX	GoodRx Holdings Inc	2021-03-31	Reduce	-0.07%	● 35.03 ($45.15) 56.99	$37.23	-17.54%	Reduce -95.8%	28,676
HUBS	HubSpot Inc	2021-03-31	New Buy	+0.07%	● 349.99 ($440.39) 543.49	$582.27	32.22%	New holding	60,895
SPG	Simon Property Group Inc	2021-03-31	Add	+0.07%	● 82.81 ($104.39) 121.01	$127.74	22.37%	Add 1673.65%	234,778
SITE	SiteOne Landscape Supply Inc	2021-03-31	Reduce	-0.07%	● 151.85 ($165.94) 181.53	$164.27	-1.01%	Reduce -14.6%	1,091,127
TTC	The Toro Co	2021-03-31	Reduce	-0.07%	● 93.4 ($99.99) 104.74	$104.54	4.55%	Reduce -50.65%	268,089
TNL	Travel+Leisure Co	2021-03-31	New Buy	+0.07%	● 43.34 ($54.26) 65.11	$58.92	8.59%	New holding	485,652
FMX	Fomento Economico Mexicano SAB de CV	2021-03-31	Sold Out	-0.07%	● 68.05 ($72.74) 76.89	$81.65	12.25%	Sold Out	0
ARRY	Array Technologies Inc	2021-03-31	Add	+0.06%	● 27.23 ($40) 51.05	$16.15	-59.63%	Add 43.48%	2,838,799
AVLR	Avalara Inc	2021-03-31	New Buy	+0.06%	● 123.33 ($154.53) 179.78	$153.48	-0.68%	New holding	181,527
ETWO	E2open Parent Holdings Inc	2021-03-31	New Buy	+0.06%	● 8.85 ($10.23) 11.78	$12.40	21.21%	New holding	2,500,000
FB	Facebook Inc	2021-03-31	Add	+0.06%	● 245.64 ($269.28) 294.53	$331.99	23.29%	Add 14.78%	628,964
FWAA	Fifth Wall Acquisition Corp I	2021-03-31	New Buy	+0.06%	● 0 ($10.27) 11.17	$11.06	7.69%	New holding	2,527,200
IACA	ION Acquisition Corp 1 Ltd	2021-03-31	Reduce	-0.06%	● 10.11 ($11.89) 14.48	$10.01	-15.81%	Reduce -95.65%	85,365
JBT	John Bean Technologies Corp	2021-03-31	Reduce	-0.06%	● 111.88 ($131.37) 150.62	$133.90	1.93%	Reduce -31.03%	500,000
MANU	Manchester United PLC	2021-03-31	Add	+0.06%	● 14.41 ($16.87) 20.13	$15.45	-8.42%	Add 14.05%	12,954,782
MRCY	Mercury Systems Inc	2021-03-31	Add	+0.06%	● 61.26 ($72.31) 85.49	$67.49	-6.67%	Add 22.93%	1,822,680
EDU	New Oriental Education & Technology Group Inc	2021-03-31	Reduce	-0.06%	● 13.79 ($17.5) 19.68	$7.72	-55.91%	Reduce -33.7%	2,717,398
RPAY	Repay Holdings Corp	2021-03-31	Add	+0.06%	● 21.57 ($24.29) 26.93	$24.57	1.15%	Add 32.89%	4,017,000
CAKE	Cheesecake Factory Inc	2021-03-31	Reduce	-0.06%	● 35.41 ($50.57) 62.48	$52.79	4.39%	Reduce -36.68%	1,200,000
Z	Zillow Group Inc	2021-03-31	Add	+0.06%	● 119.63 ($149.17) 199.9	$116.68	-21.78%	Add 9.44%	2,030,799
LI	Li Auto Inc	2021-03-31	Sold Out	-0.06%	● 21.33 ($28.96) 36.75	$30.22	4.36%	Sold Out	0
OSW	OneSpaWorld Holdings Ltd	2021-03-31	Sold Out	-0.06%	● 8.46 ($10.08) 11.89	$11.37	12.80%	Sold Out	0
ACMR	ACM Research Inc	2021-03-31	New Buy	+0.05%	● 78.31 ($99.75) 139.98	$104.43	4.69%	New holding	260,167
BMBL	Bumble Inc	2021-03-31	New Buy	+0.05%	● 59.4 ($67.59) 78.89	$50.03	-25.98%	New holding	300,077
BFLY	Butterfly Network Inc	2021-03-31	New Buy	+0.05%	● 16.05 ($19.3) 27.14	$13.93	-27.82%	New holding	1,150,000
DEI	Douglas Emmett Inc	2021-03-31	Add	+0.05%	● 26.72 ($30.43) 34.14	$35.06	15.22%	Add 9.22%	6,983,097
DT	Dynatrace Inc	2021-03-31	Add	+0.05%	● 39.97 ($48.58) 56.11	$57.25	17.84%	Add 32.6%	1,618,003
EQIX	Equinix Inc	2021-03-31	Reduce	-0.05%	● 594.92 ($686.79) 768.57	$811.50	18.16%	Reduce -11.56%	206,457
FVRR	Fiverr International Ltd	2021-03-31	Reduce	-0.05%	● 192.77 ($246.34) 323.1	$222.70	-9.60%	Reduce -22.27%	351,482
IACA.U	ION Acquisition Corp 1 Ltd	2021-03-31	New Buy	+0.05%	● 10.39 ($12.49) 15.5	$10.55	-15.53%	New holding	1,964,104
NVDA	NVIDIA Corp	2021-03-31	Add	+0.05%	● 463.73 ($538.61) 613.21	$764.36	41.91%	Add 102.68%	69,250
OLLI	Ollie's Bargain Outlet Holdings Inc	2021-03-31	Reduce	-0.05%	● 81.93 ($91.08) 106.33	$86.57	-4.95%	Reduce -24.06%	781,530
RXRAU	RXR Acquisition Corp	2021-03-31	New Buy	+0.05%	● 9.79 ($9.94) 10.03	$10.02	0.80%	New holding	2,009,700
SBAC	SBA Communications Corp	2021-03-31	Reduce	-0.05%	● 235.92 ($264.91) 282.57	$319.54	20.62%	Reduce -7.9%	856,830
SSNC	SS&C Technologies Holdings Inc	2021-03-31	Reduce	-0.05%	● 62.88 ($67.52) 71.85	$72.07	6.74%	Reduce -5.85%	4,293,743
TSIA	TS Innovation Acquisitions Corp	2021-03-31	New Buy	+0.05%	● 10.2 ($13.07) 17.68	$10.83	-17.14%	New holding	1,700,002
MTN	Vail Resorts Inc	2021-03-31	Add	+0.05%	● 261.83 ($291.08) 319.72	$314.10	7.91%	Add 1.5%	4,487,957
VSPR	Vesper Healthcare Acquisition Corp	2021-03-31	New Buy	+0.05%	● 10.25 ($11) 11.53	$12.49	13.55%	New holding	1,981,902
VNO	Vornado Realty Trust	2021-03-31	Add	+0.05%	● 35.27 ($41.37) 49.04	$47.39	14.55%	Add 2629.35%	423,513
WST	West Pharmaceutical Services Inc	2021-03-31	Reduce	-0.05%	● 257.29 ($286.32) 307.53	$352.31	23.05%	Reduce -5.19%	1,265,761
WDAY	Workday Inc	2021-03-31	New Buy	+0.05%	● 220 ($247.59) 281.36	$234.98	-5.09%	New holding	75,944
ACGL	Arch Capital Group Ltd	2021-03-31	Add	+0.04%	● 31.41 ($35.58) 39.16	$37.50	5.40%	Add 2.01%	21,426,615
ARWR	Arrowhead Pharmaceuticals Inc	2021-03-31	Add	+0.04%	● 61.35 ($77.76) 90.47	$86.24	10.91%	Add 39.09%	924,430
FICO	Fair Isaac Corp	2021-03-31	Add	+0.04%	● 429.86 ($475.35) 511.56	$505.56	6.36%	Add 35.01%	145,745
FBHS	Fortune Brands Home & Security Inc	2021-03-31	Add	+0.04%	● 82.41 ($88.59) 96	$96.44	8.86%	Add 184.51%	238,295
KNSL	Kinsale Capital Group Inc	2021-03-31	Add	+0.04%	● 157.79 ($183.69) 214.34	$159.10	-13.39%	Add 4.87%	1,962,543
PRI	Primerica Inc	2021-03-31	Reduce	-0.04%	● 129.88 ($143.38) 157.05	$145.10	1.20%	Reduce -5.33%	2,123,714
SAIL	SailPoint Technologies Holdings Inc	2021-03-31	Add	+0.04%	● 48.32 ($56.35) 63.41	$50.25	-10.83%	Add 258.33%	430,000
SPLK	Splunk Inc	2021-03-31	Reduce	-0.04%	● 131.03 ($156.24) 175.09	$127.58	-18.34%	Reduce -14.23%	528,174
VRTX	Vertex Pharmaceuticals Inc	2021-03-31	Reduce	-0.04%	● 207.02 ($219.56) 241.31	$187.13	-14.77%	Reduce -55.92%	60,113
VNET	21Vianet Group Inc	2021-03-31	Sold Out	-0.04%	● 28.08 ($36.91) 42.6	$25.07	-32.08%	Sold Out	0
QS	QuantumScape Corp	2021-03-31	Sold Out	-0.04%	● 42.33 ($52.47) 66.52	$27.04	-48.47%	Sold Out	0
XLRN	Acceleron Pharma Inc	2021-03-31	Add	+0.03%	● 114.5 ($129.2) 143.64	$126.93	-1.76%	Add 8.61%	1,138,303
AXNX	Axonics Inc	2021-03-31	Add	+0.03%	● 49.14 ($54.38) 59.89	$62.27	14.51%	Add 17.56%	1,505,982
BNTX	BioNTech SE	2021-03-31	Add	+0.03%	● 85.73 ($106.38) 119.5	$215.15	102.25%	Add 73.32%	252,977
DLR	Digital Realty Trust Inc	2021-03-31	Reduce	-0.03%	● 125.66 ($138.24) 149.17	$156.87	13.48%	Reduce -80.21%	23,822
GOAC	GO Acquisition Corp	2021-03-31	New Buy	+0.03%	● 9.69 ($10.26) 10.73	$9.81	-4.39%	New holding	1,342,700
H	Hyatt Hotels Corp	2021-03-31	Reduce	-0.03%	● 65.66 ($78.61) 91.15	$79.70	1.39%	Reduce -2.99%	4,759,149
IEX	IDEX Corp	2021-03-31	Reduce	-0.03%	● 186.19 ($198.28) 210.46	$214.22	8.04%	Reduce -13.16%	389,136
ILMN	Illumina Inc	2021-03-31	Reduce	-0.03%	● 361.28 ($420.55) 504.76	$452.22	7.53%	Reduce -6.3%	564,419
INNV	InnovAge Holding Corp	2021-03-31	New Buy	+0.03%	● 23.04 ($24.64) 26.04	$23.16	-6.01%	New holding	500,000
INGN	Inogen Inc	2021-03-31	Add	+0.03%	● 43.96 ($50.01) 55.99	$67.34	34.65%	Add 51.85%	707,985
IRDM	Iridium Communications Inc	2021-03-31	Reduce	-0.03%	● 36.78 ($43.83) 54.37	$39.94	-8.89%	Reduce -2.23%	12,610,696
LSXMK	Liberty SiriusXM Group	2021-03-31	Reduce	-0.03%	● 39.85 ($43.33) 47.04	$43.66	0.76%	Reduce -25%	750,000
LOW	Lowe's Companies Inc	2021-03-31	Add	+0.03%	● 153.77 ($171.69) 191.61	$187.21	9.04%	Add 50.35%	214,003
MYTE	MYT Netherlands Parent BV	2021-03-31	New Buy	+0.03%	● 25.01 ($30.9) 34.5	$31.00	0.31%	New holding	450,000
OLK	Olink Holding AB	2021-03-31	New Buy	+0.03%	● 31.9 ($33.69) 36	$30.28	-10.12%	New holding	376,695
PTCT	PTC Therapeutics Inc	2021-03-31	Reduce	-0.03%	● 46.8 ($59.42) 68.92	$44.02	-25.92%	Reduce -21.27%	708,697
PRPL	Purple Innovation Inc	2021-03-31	Reduce	-0.03%	● 24.37 ($34.83) 40.05	$24.95	-28.37%	Reduce -32.21%	837,197
QLYS	Qualys Inc	2021-03-31	Reduce	-0.03%	● 91.75 ($111.79) 145.3	$106.53	-4.71%	Reduce -53.33%	70,000

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