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Tiziano Frateschi
Tiziano Frateschi
Articles (2648)  | Author's Website |

9 Stocks Ron Baron Keeps Buying

The guru increased his position in the last 2 quarters

Ron Baron (Trades, Portfolio) founded Baron Capital Management, an investment management firm. In both the first and second quarters, the guru invested in the following stocks:

Adamas Pharmaceuticals Inc. (NASDAQ:ADMS)

In the first quarter, Baron increased his position by 81.87% and by 45.50% in the second quarter.

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The pharmaceutical company has a market cap of $479.33 million. Its revenue fell 90% over the last 12 months, but the stock price has risen 34% over the last several weeks.

Steven Cohen (Trades, Portfolio) is the company's largest shareholder among the gurus with 0.51% of outstanding shares.

Cerus Corp. (NASDAQ:CERS)

During first quarter, Baron boosted the holding by 64.35% and by 20.81% in the second quarter.

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The biomedical products company has a market cap of $278.3 million. Its revenue of $42.02 million declined 12.4% over the last five years.

The company's largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 7.15% of outstanding shares, followed by Baron with 0.51%, Chuck Royce (Trades, Portfolio) with 0.23% and Jim Simons (Trades, Portfolio) with 0.07%.

Ichor Holdings Ltd. (NASDAQ:ICHR)

Baron increased his holding by 4.39% in the first quarter and by 62.55% in second quarter.

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The semiconductor equipment and materials manufacturer has a market cap of $580.18 million. Its revenue of $545.53 million has remained steady over the last five years.

Royce is the company's largest shareholder among the gurus with 1.18% of outstanding shares, followed by Baron with 0.45% and Scott Black (Trades, Portfolio) with 0.17%.

Quotient Technology Inc. (NYSE:QUOT)

In the first quarter, the investor increased the holding by 64.29% and by 73.91% in the second quarter.

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The advertising and market services company has a market cap of $1.37 billion and $288.96 million in revenue.

The company's largest shareholder among the gurus is Columbia Wanger (Trades, Portfolio) with 2.28% of outstanding shares, followed by Chris Davis (Trades, Portfolio) with 1.96%, Baron with 0.22%, Simons with 0.04% and Paul Tudor Jones (Trades, Portfolio) with 0.03%.

Liberty Formula One Group (NASDAQ:FWONA)

In the first quarter, Baron boosted the position by 113.33% and then added another 14.06% in the second quarter.

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The mass media company has a market cap of $8.33 billion. Revenue of $712 million has not significantlly grown over the last five years.

With 0.26% of outstanding shares, Mason Hawkins (Trades, Portfolio) is the company's largest guru shareholder, followed by Murray Stahl (Trades, Portfolio) with 0.14%, Mario Gabelli (Trades, Portfolio) with 0.07%, Tom Gayner (Trades, Portfolio) with 0.06% and Ruane Cunniff (Trades, Portfolio) with 0.06%.

KEYW Holding Corp. (NASDAQ:KEYW)

During the first quarter, Baron boosted the position by 140% and by 105.26% in the second quarter.

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With a market cap of $356 million, the company provides engineering services, cybersecurity and analytic products and integrated platforms that support the entire intelligence process. Revenue of $333 million grew 0.30% over the last five years

The largest shareholder among the gurus is Royce with 2.36% of outstanding shares, followed by Simons with 0.07%.

Pacira Pharmaceuticals Inc. (NASDAQ:PCRX)

In the first quarter, the investor boosted the holding by 102.57% and in the second quarter increased it by 47.22%.

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With a market cap of $1.53 billion, the company develops, manufactures and commercializes pharmaceutical products. Revenue of $281 million grew 56.40% over the last five years.

Mariko Gordon (Trades, Portfolio) is the company's largest shareholder among the gurus with 2.8% of outstanding shares, followed by Cohen with 0.42% and the Eaton Vance Worldwide Health Sciences Fund (Trades, Portfolio) with 0.32%.

Sientra Inc. (NASDAQ:SIEN)

During the first quarter, the guru added 33.72% to the holding. In the second quarter, it was increased by 109.26%.

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With a market cap of $225.7 million, the company produces medical instruments. Its revenue of $28 million did not significantly change over the last five years

With 2.44% of outstanding shares, Baron is the company's largest guru shareholder, followed by Simons with 0.75% and John Paulson (Trades, Portfolio) with 0.41%.

TherapeuticsMD Inc. (NASDAQ:TXMD)

In the first quarter, Baron boosted the holding by 63.03% and by 126.79% in the second quarter.

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The pharmaceutical company has a market cap of $1.21 billion. Its revenue of $18 million grew by 29% over the last five years.

With 0.38% of outstanding shares, Cohen is the only other guru invested in the company.

Disclosure: I do not own any shares of any stocks mentioned in this article.

About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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