Ron Baron (Trades, Portfolio), founder of Baron Capital Management, bought shares of the following stocks in both the first quarter of 2018 and fourth quarter of 2017.
Aerie Pharmaceuticals Inc. (AERI, Financial)
In the fourth quarter, the guru increased his position by 19.41% and then added 91% in the first quarter.
With a market cap of $2.07 billion, the company develops therapies to treat glaucoma and other eye-related diseases.
Baron is the largest guru shareholder of the company with 0.04% of outstanding shares.
The investor increased his holding by 20.67% in the fourth quarter and by 120.05% in the first quarter.
The Chinese online direct sales company has a market cap of $53.03 billion.
The company's largest guru shareholder is Chase Coleman (Trades, Portfolio) with 2.86% of outstanding shares, followed by Dodge & Cox with 1.51%, Ken Fisher (Trades, Portfolio) with 0.75% and Ruane Cunniff (Trades, Portfolio) with 0.46%.
Suncor Energy Inc. (SU, Financial)
In the fourth quarter, Baron added 12.07% to the position and increased it by 83.08% in the first quarter.
With a market cap of $65.09 billion, the company provides oil sands development, offshore oil and gas production, petroleum refining and related services. Its revenue of $25.89 billion has decreased 7.80% over the last five years.
Dodge & Cox is the largest guru shareholder of the company with 2.5% of outstanding shares, followed by NWQ Managers (Trades, Portfolio) with 0.09%, Steven Cohen (Trades, Portfolio) with 0.09% and Pioneer Investments (Trades, Portfolio) with 0.05%.
HDFC Bank Ltd. (HDB, Financial)
In the fourth quarter, Baron added 36.68% to the position and then boosted it by 109.98% in the first quarter.
The bank has a market cap of $77.92 billion. Its revenue of $9.21 billion has grown 18.40% over the last five years.
The company's largest guru shareholder is Fisher with 0.79% of outstanding shares, followed by Andreas Halvorsen (Trades, Portfolio) with 0.08% and Frank Sands (Trades, Portfolio) with 0.03%.
The guru increased the holding by 54.96% in the fourth quarter and then added another 62.75% in the first quarter.
The software infrastructure company has a market cap of $1.81 billion. Its revenue of $444.41 million has increased 19.10% over the last five years.
Pioneer Investments is the company's largest shareholder among the gurus with 0.23% of outstanding shares, followed by Baron with 0.06%.
Take-Two Interactive Software Inc. (TTWO, Financial)
The guru boosted the stake by 23.39% in the fourth quarter and then added another 112.58% in the first quarter.
The video game publisher has a market cap of $13.09 billion. Its revenue of $1.91 billion has grown 10% over the last five years.
The largest shareholder among the gurus is Cohen with 2.08% of outstanding shares, followed by George Soros (Trades, Portfolio) with 0.18% and Mario Gabelli (Trades, Portfolio) with 0.08%.
Adamas Pharmaceuticals Inc. (ADMS, Financial)
In the fourth quarter, Baron increased the holding by 19.38% and then added another 80.65% in the first quarter.
With a market cap of $858.85 million, the company develops and commercializes therapeutics to treat the central nervous systems. Its revenue of $3.12 million has decreased 71.40% over the last five years.
With 7.82% of outstanding shares, Cohen is the company's largest guru shareholder, followed by Baron with 0.82%.
Electronic Arts Inc. (EA, Financial)
The guru increased his stake by 26.02% in the fourth quarter and by 114.69% in the first quarter.
With a market cap of $40.65 billion, the company develops and distributes video game software and content. Its revenue of $5.15 billion has increased by 7.20% over the last five years.
The company's largest shareholder among the gurus is Steve Mandel (Trades, Portfolio) with 2.38% of outstanding shares, followed by Cohen with 0.84% and Manning & Napier Advisors Inc. with 0.48%.
Park Hotels & Resorts Inc. (PK, Financial)
In the fourth quarter, Baron increased the holding by 24.30% and then boosted it by 118.73% in the first quarter.
The real estate company has a market cap of $6.2 billion. Its revenue of $2.77 billion has not significantly changed over the last five years.
Mason Hawkins (Trades, Portfolio) is the company's largest guru shareholder with 10.61% of outstanding shares, followed by Pioneer Investments with 0.41%.
Disclosure: I do not own any stocks mentioned in this article.
