
	Ron Baron 13F
	Baron Funds

	Last update 2024-05-15	332 Stocks (16 new)
	Value $37.52 Bil	Turnover 3 %
	Countries: Top Holdings: TSLA(8.07%)IT(5.40%)ACGL(5.18%)CSGP(4.98%)MSCI(3.37%) Portfolio Report

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's Portfolio

Ron Baron Current Holdings

Ticker
Ticker
AVGO
INTA
MASI
TME
ALAB
EXPO
RDDT
CDNA
GDS
HLNE
IRTC
PK
MAC
TPH
BEAM
BXP
RDNT
GOOGL
PCOR
ALGM

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
AVGO	Broadcom Inc	23,969	31,768.75	+13,754.91%	0.08	+0.08%	0.01	+16.35%	+29.82%	666,643.04	Semiconductors
INTA	Intapp Inc	2,583,231	88,604.82	New Holding	0.24	+0.24%	3.52	-13.20%	-2.22%	2,729.41	Software
MASI	Masimo Corp	345,800	50,780.73	New Holding	0.14	+0.14%	0.65	-11.66%	+1.52%	6,306.83	Medical Devices & Instruments
TME	Tencent Music Entertainment Group	3,651,224	40,857.20	New Holding	0.11	+0.11%	0.21	+53.67%	+72.60%	26,453.37	Interactive Media
ALAB	Astera Labs Inc	500,000	37,095.00	New Holding	0.10	+0.10%	0.32	0%	0%	11,646.46	Semiconductors
EXPO	Exponent Inc	313,262	25,903.64	New Holding	0.07	+0.07%	0.62	+22.56%	+8.71%	4,846.61	Construction
RDDT	Reddit Inc	300,000	14,796.00	New Holding	0.04	+0.04%	0.18	0%	0%	9,342.92	Interactive Media
CDNA	CareDx Inc	1,229,900	13,024.64	New Holding	0.03	+0.03%	2.36	+79.83%	+21.83%	765.11	Medical Diagnostics & Research
GDS	GDS Holdings Ltd	435,468	2,895.86	New Holding	0.01	+0.01%	0.22	+28.17%	-3.45%	1,715.58	Software
HLNE	Hamilton Lane Inc	27,279	3,075.98	New Holding	0.01	+0.01%	0.07	-0.38%	+4.89%	4,786.43	Asset Management
IRTC	iRhythm Technologies Inc	45,000	5,220.00	New Holding	0.01	+0.01%	0.14	-11.56%	-5.64%	3,144.39	Medical Devices & Instruments
PK	Park Hotels & Resorts Inc	318,724	5,574.48	New Holding	0.01	+0.01%	0.15	+9.83%	+8.11%	3,432.74	REITs
MAC	Macerich Co	255,558	4,403.26	New Holding	0.01	+0.01%	0.12	-6.10%	+5.87%	3,487.60	REITs
TPH	Tri Pointe Homes Inc	85,220	3,294.61	New Holding	0.01	+0.01%	0.09	+15.44%	+13.39%	3,810.27	Homebuilding & Construction
BEAM	Beam Therapeutics Inc	30,000	991.20	New Holding	0	0%	0.04	-27.87%	-12.82%	1,953.24	Biotechnology
BXP	Boston Properties Inc	5,440	355.29	New Holding	0	0%	0	-3.20%	-7.07%	10,072.17	REITs
RDNT	RadNet Inc	20,000	973.20	New Holding	0	0%	0.03	+50.47%	+65.70%	4,262.89	Medical Diagnostics & Research
GOOGL	Alphabet Inc	67,050	10,119.86	+901.34%	0.03	+0.03%	0	+24.14%	+24.88%	2,159,914.15	Interactive Media
PCOR	Procore Technologies Inc	499,559	41,048.76	+756.83%	0.11	+0.10%	0.34	-8.84%	-0.01%	10,214.92	Software
ALGM	Allegro Microsystems Inc	668,811	18,031.15	+477.58%	0.05	+0.04%	0.35	-2.54%	+0.30%	5,848.82	Semiconductors

100/Page

Total 346

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