Ron Baron had a bad year, it is so bad that he almost cancelled his annual shareholders' conference. But Ron Baron is still one of the best growth investor out there. If you are looking long term small cap ideas, look into his portfolio. Ron Baron owns 241 stocks with a total value of $15.4 billion. These are the details of the buys and sells for the third quarter.
New Purchases: ACE, ADVS, ARG, ERII, JBT, JPM, KDN, MHK, PSMT, PWR, TNB, TTEK, ULTI,
Added Positions: CRZO, CYBS, CYN, EAC, EQIX, ES, GS, IMA, IPCM, KMT, LAMR, MXB, PBCT, PENN, RBCN, RZ, SCOR, TOL, TRMB, MSM,
Reduced Positions: AB, AVB, AXP, BHS, BRY, BXP, CAKE, CBY, CMCSK, CPKI, DEI, DEO, DPTR, EXBD, FCSX, ICE, KALU, MIC, MMM, MSFT, NNDS, NPD, PAG, SLG, STNR, SXE, TISI, VAR, VNO, VTIV, WFC, WYNN, XTO, ZMH, AKR,
Sold Out: ADP, ADS, AIXG, ALGT, AMMD, ASCA, ASR, AYR, BA, BYD, CCOI, CKNN, COH, CPS, CRM, DHX, ERJ, EVR, GIL, HOC, HOT, ISLE, KFN, KNOT, LAYN, M, OMAB, PAC, PCLN, PNK, PZN, SD, URBN, VMW, VOCS, WFMI, YHOO,
For the details of Ron Baron's stock buys and sells, go to
http://www.gurufocus.com/StockBuy.php?GuruName=Ron+Baron
New Purchases: ACE, ADVS, ARG, ERII, JBT, JPM, KDN, MHK, PSMT, PWR, TNB, TTEK, ULTI,
Added Positions: CRZO, CYBS, CYN, EAC, EQIX, ES, GS, IMA, IPCM, KMT, LAMR, MXB, PBCT, PENN, RBCN, RZ, SCOR, TOL, TRMB, MSM,
Reduced Positions: AB, AVB, AXP, BHS, BRY, BXP, CAKE, CBY, CMCSK, CPKI, DEI, DEO, DPTR, EXBD, FCSX, ICE, KALU, MIC, MMM, MSFT, NNDS, NPD, PAG, SLG, STNR, SXE, TISI, VAR, VNO, VTIV, WFC, WYNN, XTO, ZMH, AKR,
Sold Out: ADP, ADS, AIXG, ALGT, AMMD, ASCA, ASR, AYR, BA, BYD, CCOI, CKNN, COH, CPS, CRM, DHX, ERJ, EVR, GIL, HOC, HOT, ISLE, KFN, KNOT, LAYN, M, OMAB, PAC, PCLN, PNK, PZN, SD, URBN, VMW, VOCS, WFMI, YHOO,
For the details of Ron Baron's stock buys and sells, go to
http://www.gurufocus.com/StockBuy.php?GuruName=Ron+Baron
