 | |
Ron Baron13F | |
| Baron Funds | |
| Last update 2026-06-03 | 326 Stocks (37 new) |
| Value $33.13 Bil | Turnover 11 % |
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 Top Holdings of 2026-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 11,933,509 | 4,436,282.0 | +0.05% | 13.390 | +0.01% | 0.320 | -1.94% | -15.74% | 1,423,156.4 | Vehicles & Parts | |
ACGL | Arch Capital Group Ltd | 16,709,759 | 1,603,969.8 | -7.10% | 4.840 | -0.33% | 4.780 | +1.72% | +4.83% | 35,131.1 | Insurance | |
MSCI | MSCI Inc | 2,699,389 | 1,454,997.7 | -2.05% | 4.390 | -0.09% | 3.710 | -5.63% | -1.35% | 40,894.7 | Capital Markets | |
GWRE | Guidewire Software Inc | 6,597,453 | 986,715.1 | +28.17% | 2.980 | +0.65% | 7.790 | +1.06% | -29.09% | 11,866.5 | Software | |
IT | Gartner Inc | 5,917,616 | 936,995.3 | +40.46% | 2.830 | +0.82% | 8.840 | -15.22% | -46.58% | 9,023.1 | Software | |
IDXX | IDEXX Laboratories Inc | 1,633,367 | 917,772.6 | -9.16% | 2.770 | -0.30% | 2.070 | -2.91% | -18.34% | 43,579.7 | Medical Diagnostics & Research | |
H | Hyatt Hotels Corp | 6,341,673 | 911,869.2 | +3.85% | 2.750 | +0.10% | 6.730 | +11.08% | +18.41% | 17,844.6 | Travel & Leisure | |
FIGS | FIGS Inc | 59,959,449 | 885,601.1 | 0% | 2.670 | 0% | 35.890 | -35.45% | -9.60% | 1,715.6 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
FDS | FactSet Research Systems Inc | 3,756,587 | 815,141.8 | +30.04% | 2.460 | +0.57% | 10.310 | +3.26% | -14.04% | 8,782.9 | Capital Markets | |
CHH | Choice Hotels International Inc | 7,690,494 | 795,966.1 | +4.11% | 2.400 | +0.09% | 16.900 | -9.84% | +14.47% | 4,919.4 | Travel & Leisure |
Ron Baron's Historical Top Holdings Breakdowns
Ron Baron's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHOP | Shopify Inc | 2026-03-31 | Add Add | +0.87% | 110.66 ($131.4) 168.45 | $123.03 | -6.37% | Add 106.19% | 4,718,230 | 2,429,960 | |
IT | Gartner Inc | 2026-03-31 | Add Add | +0.82% | 144.97 ($183.99) 248.02 | $134.77 | -26.75% | Add 40.46% | 5,917,616 | 1,704,659 | |
VRSK | Verisk Analytics Inc | 2026-03-31 | Add Add | +0.69% | 169.47 ($202.96) 224.87 | $195.25 | -3.80% | Add 92.84% | 2,511,976 | 1,209,365 | |
GWRE | Guidewire Software Inc | 2026-03-31 | Add Add | +0.65% | 122.22 ($152.17) 187.98 | $142.53 | -6.34% | Add 28.17% | 6,597,453 | 1,449,903 | |
CSGP | CoStar Group Inc | 2026-03-31 | Reduce Reduce | -0.58% | 39.77 ($52.06) 67.2 | $28.50 | -45.26% | Reduce -16.33% | 16,314,175 | -3,183,924 | |
FDS | FactSet Research Systems Inc | 2026-03-31 | Add Add | +0.57% | 190.06 ($233.37) 296.92 | $246.95 | 5.82% | Add 30.04% | 3,756,587 | 867,742 | |
CWAN | Clearwater Analytics Holdings Inc | 2026-03-31 | Reduce Reduce | -0.50% | 22.93 ($23.66) 24.33 | $24.56 | 3.80% | Reduce -98.02% | 154,864 | -7,661,583 | |
SPOT | Spotify Technology SA | 2026-03-31 | Add Add | +0.47% | 412.75 ($501.86) 593.39 | $493.23 | -1.72% | Add 32.31% | 1,319,525 | 322,234 | |
ONON | On Holding AG | 2026-03-31 | Add Add | +0.44% | 31.88 ($43.66) 50.63 | $37.24 | -14.70% | Add 79.72% | 9,714,605 | 4,309,119 | |
FPS | Forgent Power Solutions Inc | 2026-03-31 | New Buy New Buy | +0.41% | 27.97 ($33.28) 36 | $40.31 | 21.12% | New holding | 4,674,583 | 4,674,583 |
Ron Baron Total Holding History ($B)
Ron Baron's Asset Allocation
Ron Baron Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ron Baron's Hypothetical Growth since 2026-03-31
Ron Baron's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Ron Baron's Holdings Heat Map
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Ron Baron's Holdings Bubble Chart
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