Ron Baron13F | |
Baron Funds | |
Last update 2024-05-15 | 332 Stocks (16 new) |
Value $37.52 Bil | Turnover 3 % |
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 Portfolio and Latest Trades
Ticker |
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Ticker |
PENN |
TSLA |
VAC |
TSM |
IDXX |
INTA |
VRT |
IRDM |
ANSS |
IT |
AXNX |
NVDA |
MASI |
FND |
SPOT |
SCHW |
TME |
ALAB |
PCOR |
VRSN |
WST |
GOOG |
AVGO |
EQIX |
TECH |
EXPO |
MTD |
TDG |
MTN |
CWAN |
INDI |
IBP |
MANU |
VMC |
ALTR |
ACGL |
DAVA |
FDS |
MSFT |
RH |
SHLS |
TREX |
VRSK |
XP |
MKTX |
CLVT |
BABA |
ALGM |
ACLX |
EXR |
FICO |
GWRE |
HLT |
BZ |
LFUS |
MSCI |
NVTS |
NCNO |
RDDT |
SDGR |
SITM |
VKTX |
GOOGL |
CZR |
CDNA |
CPNG |
DT |
IEX |
JBT |
LU |
META |
MBLY |
NEOG |
ODD |
RGEN |
ROP |
SPT |
STVN |
STNE |
AFYA |
AMZN |
AMT |
APH |
APO |
ARGX |
AXON |
BX |
CDW |
CHH |
NET |
BASE |
CYBR |
DAY |
NARI |
KTOS |
MRVI |
PDD |
PLNT |
RBC |
SBAC |
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
PENN | PENN Entertainment Inc | 2024-03-31 | Reduce | -0.34% | 16.6 ($20.65) 25.95 | $15.68 | -24.09% | Reduce -93.13% | 353,399 | -4,789,345 | |
TSLA | Tesla Inc | 2024-03-31 | Reduce | -0.32% | 162.5 ($195.37) 248.42 | $176.67 | -9.57% | Reduce -2.77% | 17,217,795 | -490,694 | |
VAC | Marriott Vacations Worldwide Corp | 2024-03-31 | Reduce | -0.30% | 81.79 ($90.3) 107.73 | $91.16 | 0.95% | Reduce -90.22% | 141,526 | -1,305,679 | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 2024-03-31 | Reduce | -0.30% | 99.13 ($124.2) 149.2 | $158.17 | 27.35% | Reduce -50.71% | 1,066,264 | -1,096,791 | |
IDXX | IDEXX Laboratories Inc | 2024-03-31 | Reduce | -0.29% | 515.08 ($546.49) 576.87 | $520.21 | -4.81% | Reduce -8.48% | 2,104,951 | -195,066 | |
INTA | Intapp Inc | 2024-03-31 | New Buy | +0.24% | 33.18 ($39.29) 45.09 | $37.07 | -5.65% | New holding | 2,583,231 | 2,583,231 | |
VRT | Vertiv Holdings Co | 2024-03-31 | Reduce | -0.24% | 45.57 ($62.83) 82.67 | $103.92 | 65.39% | Reduce -28.15% | 4,850,000 | -1,900,000 | |
IRDM | Iridium Communications Inc | 2024-03-31 | Reduce | -0.23% | 25.59 ($32.53) 40.58 | $29.98 | -7.84% | Reduce -15.09% | 11,925,775 | -2,120,000 | |
ANSS | Ansys Inc | 2024-03-31 | Reduce | -0.22% | 327.42 ($338.5) 357.79 | $331.62 | -2.03% | Reduce -11.62% | 1,756,370 | -231,030 | |
IT | Gartner Inc | 2024-03-31 | Reduce | -0.21% | 425.37 ($460.24) 483.11 | $448.90 | -2.46% | Reduce -3.96% | 4,250,733 | -175,459 | |
AXNX | Axonics Inc | 2024-03-31 | Reduce | -0.19% | 56.67 ($67.47) 69.36 | $67.54 | 0.10% | Reduce -61.81% | 686,565 | -1,111,398 | |
NVDA | NVIDIA Corp | 2024-03-31 | Reduce | -0.15% | 475.69 ($724.8) 950.02 | $1,044.96 | 44.17% | Reduce -19.88% | 446,166 | -110,715 | |
MASI | Masimo Corp | 2024-03-31 | New Buy | +0.14% | 109.17 ($129.12) 146.85 | $126.84 | -1.76% | New holding | 345,800 | 345,800 | |
FND | Floor & Decor Holdings Inc | 2024-03-31 | Reduce | -0.13% | 100.56 ($113.54) 133.75 | $113.07 | -0.41% | Reduce -18.84% | 1,832,533 | -425,360 | |
SPOT | Spotify Technology SA | 2024-03-31 | Add | +0.13% | 187.94 ($234.88) 270.35 | $304.73 | 29.74% | Add 28.34% | 864,584 | 190,931 | |
SCHW | Charles Schwab Corp | 2024-03-31 | Reduce | -0.13% | 61.89 ($65.86) 72.38 | $72.70 | 10.39% | Reduce -8.56% | 7,432,213 | -695,325 | |
TME | Tencent Music Entertainment Group | 2024-03-31 | New Buy | +0.11% | 8.42 ($9.81) 11.69 | $14.60 | 48.78% | New holding | 3,651,224 | 3,651,224 | |
ALAB | Astera Labs Inc | 2024-03-31 | New Buy | +0.10% | 62.03 ($74.1) 85 | $72.50 | -2.16% | New holding | 500,000 | 500,000 | |
PCOR | Procore Technologies Inc | 2024-03-31 | Add | +0.10% | 64.47 ($74.25) 82.36 | $68.96 | -7.13% | Add 756.83% | 499,559 | 441,256 | |
VRSN | VeriSign Inc | 2024-03-31 | Reduce | -0.10% | 187.1 ($196.51) 206.35 | $173.44 | -11.74% | Reduce -32.72% | 386,380 | -187,894 | |
WST | West Pharmaceutical Services Inc | 2024-03-31 | Reduce | -0.10% | 338.27 ($369.91) 413 | $331.70 | -10.33% | Reduce -10.61% | 891,945 | -105,876 | |
GOOG | Alphabet Inc | 2024-03-31 | Reduce | -0.08% | 132.56 ($144.34) 154.84 | $177.59 | 23.04% | Reduce -68.23% | 94,637 | -203,236 | |
AVGO | Broadcom Inc | 2024-03-31 | Add | +0.08% | 1049.01 ($1239) 1407.01 | $1,402.05 | 13.16% | Add 13754.91% | 23,969 | 23,796 | |
EQIX | Equinix Inc | 2024-03-31 | Reduce | -0.08% | 788.39 ($841.19) 913.66 | $785.04 | -6.68% | Reduce -15.99% | 198,503 | -37,768 | |
TECH | Bio-Techne Corp | 2024-03-31 | Reduce | -0.07% | 65.98 ($71.55) 77.09 | $81.31 | 13.63% | Reduce -6.61% | 4,998,210 | -353,796 | |
EXPO | Exponent Inc | 2024-03-31 | New Buy | +0.07% | 74.81 ($82.71) 91.82 | $95.28 | 15.19% | New holding | 313,262 | 313,262 | |
MTD | Mettler-Toledo International Inc | 2024-03-31 | Reduce | -0.07% | 1132.29 ($1232.79) 1350.46 | $1,493.03 | 21.11% | Reduce -6.78% | 304,583 | -22,139 | |
TDG | TransDigm Group Inc | 2024-03-31 | Reduce | -0.07% | 972.61 ($1125.83) 1233.8 | $1,329.93 | 18.13% | Reduce -20% | 100,000 | -25,000 | |
MTN | Vail Resorts Inc | 2024-03-31 | Reduce | -0.07% | 206.9 ($222.31) 236.85 | $190.00 | -14.53% | Reduce -2.54% | 4,795,287 | -124,728 | |
CWAN | Clearwater Analytics Holdings Inc | 2024-03-31 | Add | +0.06% | 16.39 ($18.58) 20.09 | $18.99 | 2.21% | Add 30.81% | 5,359,172 | 1,262,150 | |
INDI | Indie Semiconductor Inc | 2024-03-31 | Add | +0.06% | 5.93 ($6.77) 7.58 | $6.33 | -6.50% | Add 27.96% | 14,285,896 | 3,121,255 | |
IBP | Installed Building Products Inc | 2024-03-31 | Reduce | -0.06% | 171.58 ($214.27) 258.73 | $205.91 | -3.90% | Reduce -13.18% | 795,178 | -120,727 | |
MANU | Manchester United PLC | 2024-03-31 | Reduce | -0.06% | 13.73 ($17.62) 21.7 | $16.79 | -4.71% | Reduce -91.61% | 111,479 | -1,217,640 | |
VMC | Vulcan Materials Co | 2024-03-31 | Add | +0.06% | 219.33 ($246.43) 275.59 | $259.02 | 5.11% | Add 190.54% | 126,474 | 82,943 | |
ALTR | Altair Engineering Inc | 2024-03-31 | Reduce | -0.05% | 76.51 ($84.97) 92.26 | $91.48 | 7.66% | Reduce -12.61% | 1,385,507 | -200,000 | |
ACGL | Arch Capital Group Ltd | 2024-03-31 | Reduce | -0.05% | 75.55 ($84.55) 92.44 | $102.77 | 21.55% | Reduce -1.26% | 21,024,711 | -267,331 | |
DAVA | Endava PLC | 2024-03-31 | Reduce | -0.05% | 35.97 ($60.12) 80.02 | $31.32 | -47.90% | Reduce -10.08% | 2,118,668 | -237,421 | |
FDS | FactSet Research Systems Inc | 2024-03-31 | Reduce | -0.05% | 443.86 ($466.23) 487.9 | $441.20 | -5.37% | Reduce -1.45% | 2,737,284 | -40,343 | |
MSFT | Microsoft Corp | 2024-03-31 | Add | +0.05% | 367.75 ($404.82) 429.37 | $431.83 | 6.67% | Add 8.69% | 586,917 | 46,915 | |
RH | RH | 2024-03-31 | Add | +0.05% | 251.83 ($272.53) 348.26 | $251.51 | -7.71% | Add 128.34% | 94,998 | 53,395 | |
SHLS | Shoals Technologies Group Inc | 2024-03-31 | Reduce | -0.05% | 11.14 ($13.75) 17.02 | $7.52 | -45.31% | Reduce -72.22% | 500,000 | -1,300,000 | |
TREX | Trex Co Inc | 2024-03-31 | Reduce | -0.05% | 76.4 ($89.05) 100.1 | $87.50 | -1.74% | Reduce -8.3% | 2,297,372 | -208,000 | |
VRSK | Verisk Analytics Inc | 2024-03-31 | Reduce | -0.05% | 231.21 ($240.2) 250.66 | $250.55 | 4.31% | Reduce -5.4% | 1,305,629 | -74,590 | |
XP | XP Inc | 2024-03-31 | Add | +0.05% | 23.64 ($25.08) 26.3 | $18.88 | -24.74% | Add 26.74% | 3,228,598 | 681,273 | |
MKTX | MarketAxess Holdings Inc | 2024-03-31 | Sold Out | -0.05% | 207.77 ($236.24) 286.45 | $217.15 | -8.08% | Sold Out | 0 | -67,596 | |
CLVT | Clarivate PLC | 2024-03-31 | Sold Out | -0.05% | 7.01 ($8.35) 9.44 | $6.01 | -27.96% | Sold Out | 0 | -2,000,000 | |
BABA | Alibaba Group Holding Ltd | 2024-03-31 | Reduce | -0.04% | 68.05 ($73.26) 78.23 | $81.13 | 10.74% | Reduce -10.44% | 1,477,413 | -172,276 | |
ALGM | Allegro Microsystems Inc | 2024-03-31 | Add | +0.04% | 25.56 ($28.9) 32.48 | $30.79 | 6.54% | Add 477.58% | 668,811 | 553,016 | |
ACLX | Arcellx Inc | 2024-03-31 | Add | +0.04% | 51.85 ($63.42) 73.49 | $53.40 | -15.80% | Add 292.11% | 248,993 | 185,493 | |
EXR | Extra Space Storage Inc | 2024-03-31 | Reduce | -0.04% | 138.07 ($145.8) 164.4 | $144.03 | -1.22% | Reduce -80.3% | 22,014 | -89,722 | |
FICO | Fair Isaac Corp | 2024-03-31 | Reduce | -0.04% | 1115.46 ($1250.79) 1334.99 | $1,371.58 | 9.66% | Reduce -9.39% | 136,818 | -14,186 | |
GWRE | Guidewire Software Inc | 2024-03-31 | Reduce | -0.04% | 104.89 ($114.32) 121.1 | $123.25 | 7.81% | Reduce -2.28% | 6,215,742 | -145,300 | |
HLT | Hilton Worldwide Holdings Inc | 2024-03-31 | Add | +0.04% | 178.75 ($196.66) 214.34 | $202.64 | 3.04% | Add 43.33% | 248,419 | 75,102 | |
BZ | Kanzhun Ltd | 2024-03-31 | Reduce | -0.04% | 13.01 ($15.77) 20.79 | $21.70 | 37.57% | Reduce -35.06% | 1,832,636 | -989,509 | |
LFUS | Littelfuse Inc | 2024-03-31 | Reduce | -0.04% | 229.39 ($240.27) 261.8 | $261.08 | 8.66% | Reduce -77.29% | 16,517 | -56,219 | |
MSCI | MSCI Inc | 2024-03-31 | Reduce | -0.04% | 538.05 ($562.16) 604.3 | $499.34 | -11.17% | Reduce -1.12% | 2,254,035 | -25,465 | |
NVTS | Navitas Semiconductor Corp | 2024-03-31 | Reduce | -0.04% | 4.27 ($5.87) 7.63 | $3.71 | -36.80% | Reduce -58.15% | 1,388,895 | -1,930,000 | |
NCNO | Ncino Inc | 2024-03-31 | Add | +0.04% | 28.4 ($31.49) 37.38 | $31.05 | -1.38% | Add 83.71% | 925,000 | 421,500 | |
RDDT | Reddit Inc | 2024-03-31 | New Buy | +0.04% | 46 ($54.74) 65.11 | $55.40 | 1.21% | New holding | 300,000 | 300,000 | |
SDGR | Schrodinger Inc | 2024-03-31 | Reduce | -0.04% | 24.74 ($27.96) 35.13 | $22.22 | -20.53% | Reduce -90.84% | 35,000 | -347,213 | |
SITM | SiTime Corp | 2024-03-31 | Reduce | -0.04% | 84.13 ($105.18) 125.85 | $120.70 | 14.76% | Reduce -48.74% | 132,516 | -126,000 | |
VKTX | Viking Therapeutics Inc | 2024-03-31 | Add | +0.04% | 17.4 ($44.5) 94.5 | $63.66 | 43.07% | Add 59.08% | 493,259 | 183,192 | |
GOOGL | Alphabet Inc | 2024-03-31 | Add | +0.03% | 131.4 ($143.05) 153.51 | $175.94 | 22.99% | Add 901.34% | 67,050 | 60,354 | |
CZR | Caesars Entertainment Inc | 2024-03-31 | Reduce | -0.03% | 39.17 ($43.25) 47.78 | $33.52 | -22.50% | Reduce -23.2% | 813,480 | -245,741 | |
CDNA | CareDx Inc | 2024-03-31 | New Buy | +0.03% | 7.96 ($10) 12.37 | $15.87 | 58.66% | New holding | 1,229,900 | 1,229,900 | |
CPNG | Coupang Inc | 2024-03-31 | Add | +0.03% | 13.84 ($16.37) 19.62 | $22.50 | 37.42% | Add 9.57% | 7,942,062 | 693,898 | |
DT | Dynatrace Inc | 2024-03-31 | Reduce | -0.03% | 45.52 ($52.08) 60.7 | $47.81 | -8.20% | Reduce -27.31% | 570,795 | -214,399 | |
IEX | IDEX Corp | 2024-03-31 | Reduce | -0.03% | 205.04 ($225.85) 245.87 | $216.85 | -3.98% | Reduce -13.85% | 332,322 | -53,434 | |
JBT | John Bean Technologies Corp | 2024-03-31 | Add | +0.03% | 90.4 ($99.6) 105.05 | $92.81 | -6.81% | Add 23.81% | 650,000 | 125,000 | |
LU | Lufax Holding Ltd | 2024-03-31 | Reduce | -0.03% | 2.15 ($2.8) 4.91 | $4.29 | 53.39% | Reduce -68.45% | 1,453,122 | -3,153,098 | |
META | Meta Platforms Inc | 2024-03-31 | Add | +0.03% | 344.47 ($446.07) 512.19 | $469.15 | 5.18% | Add 8.77% | 282,937 | 22,823 | |
MBLY | Mobileye Global Inc | 2024-03-31 | Add | +0.03% | 23.74 ($28.39) 41.34 | $27.71 | -2.40% | Add 74.2% | 697,796 | 297,234 | |
NEOG | Neogen Corp | 2024-03-31 | Add | +0.03% | 15 ($16.74) 20.35 | $13.15 | -21.42% | Add 10.28% | 7,304,967 | 680,668 | |
ODD | ODDITY Tech Ltd | 2024-03-31 | Add | +0.03% | 38.7 ($43.16) 47.04 | $37.94 | -12.11% | Add 40.37% | 1,063,183 | 305,767 | |
RGEN | Repligen Corp | 2024-03-31 | Reduce | -0.03% | 170.78 ($190.44) 208.42 | $162.55 | -14.65% | Reduce -14.46% | 381,286 | -64,472 | |
ROP | Roper Technologies Inc | 2024-03-31 | Reduce | -0.03% | 523.07 ($545.6) 561.57 | $548.44 | 0.52% | Reduce -6.65% | 264,763 | -18,846 | |
SPT | Sprout Social Inc | 2024-03-31 | Add | +0.03% | 55.61 ($60.76) 66.14 | $32.56 | -46.41% | Add 25.81% | 975,000 | 200,000 | |
STVN | Stevanato Group SPA | 2024-03-31 | Add | +0.03% | 25.34 ($30.44) 34.28 | $20.08 | -34.03% | Add 37.1% | 1,288,814 | 348,728 | |
STNE | StoneCo Ltd | 2024-03-31 | Sold Out | -0.03% | 15.83 ($17.15) 18.32 | $14.34 | -16.41% | Sold Out | 0 | -626,634 | |
AFYA | Afya Ltd | 2024-03-31 | Reduce | -0.02% | 18.58 ($20.52) 22.37 | $18.71 | -8.82% | Reduce -9.48% | 2,966,658 | -310,623 | |
AMZN | Amazon.com Inc | 2024-03-31 | Add | +0.02% | 144.57 ($166.93) 180.38 | $183.44 | 9.89% | Add 3.97% | 1,065,160 | 40,707 | |
AMT | American Tower Corp | 2024-03-31 | Add | +0.02% | 186.68 ($199.18) 218.81 | $189.70 | -4.76% | Add 11.24% | 325,832 | 32,919 | |
APH | Amphenol Corp | 2024-03-31 | Reduce | -0.02% | 94.46 ($104.79) 115.35 | $136.58 | 30.34% | Reduce -6.99% | 935,817 | -70,381 | |
APO | Apollo Global Management Inc | 2024-03-31 | Add | +0.02% | 91.33 ($105.53) 114.53 | $113.81 | 7.85% | Add 348.29% | 103,107 | 80,107 | |
ARGX | argenx SE | 2024-03-31 | Reduce | -0.02% | 356.95 ($387.4) 413.29 | $362.79 | -6.35% | Reduce -7.2% | 266,674 | -20,705 | |
AXON | Axon Enterprise Inc | 2024-03-31 | Reduce | -0.02% | 244.21 ($277.92) 319.88 | $283.07 | 1.85% | Reduce -12.09% | 251,277 | -34,543 | |
BX | Blackstone Inc | 2024-03-31 | Add | +0.02% | 116.98 ($124.89) 131.66 | $125.65 | 0.61% | Add 8.88% | 798,377 | 65,143 | |
CDW | CDW Corp | 2024-03-31 | Reduce | -0.02% | 214.04 ($237.51) 257.87 | $235.35 | -0.91% | Reduce -7.15% | 398,721 | -30,705 | |
CHH | Choice Hotels International Inc | 2024-03-31 | Reduce | -0.02% | 109.6 ($119.55) 130.05 | $116.98 | -2.15% | Reduce -1.16% | 4,754,307 | -55,990 | |
NET | Cloudflare Inc | 2024-03-31 | Reduce | -0.02% | 76.28 ($90.55) 107.92 | $74.99 | -17.18% | Reduce -9.65% | 845,046 | -90,239 | |
BASE | Couchbase Inc | 2024-03-31 | Reduce | -0.02% | 20.41 ($26) 29.26 | $27.05 | 4.02% | Reduce -11.7% | 1,886,704 | -250,000 | |
CYBR | CyberArk Software Ltd | 2024-03-31 | Reduce | -0.02% | 211.68 ($247.67) 281.31 | $243.47 | -1.69% | Reduce -12.83% | 223,534 | -32,897 | |
DAY | Dayforce Inc | 2024-03-31 | Reduce | -0.02% | 63.15 ($68.25) 73.69 | $61.77 | -9.49% | Reduce -3.55% | 3,439,154 | -126,554 | |
NARI | Inari Medical Inc | 2024-03-31 | Add | +0.02% | 40.65 ($53.42) 65.76 | $47.53 | -11.03% | Add 27.37% | 777,152 | 167,000 | |
KTOS | Kratos Defense & Security Solutions Inc | 2024-03-31 | Add | +0.02% | 16.93 ($18.22) 20.82 | $21.50 | 18.00% | Add 13.24% | 4,374,077 | 511,538 | |
MRVI | Maravai LifeSciences Holdings Inc | 2024-03-31 | Add | +0.02% | 5.11 ($6.77) 8.76 | $11.02 | 62.70% | Add 43.14% | 2,123,651 | 640,000 | |
PDD | PDD Holdings Inc | 2024-03-31 | Add | +0.02% | 110.34 ($131.01) 151.33 | $156.93 | 19.79% | Add 11.46% | 562,600 | 57,826 | |
PLNT | Planet Fitness Inc | 2024-03-31 | Add | +0.02% | 56.46 ($66.87) 74.92 | $64.07 | -4.19% | Add 10.42% | 1,325,000 | 125,000 | |
RBC | RBC Bearings Inc | 2024-03-31 | Reduce | -0.02% | 258.15 ($269.96) 280.41 | $292.20 | 8.24% | Reduce -8.14% | 345,790 | -30,652 | |
SBAC | SBA Communications Corp | 2024-03-31 | Reduce | -0.02% | 199.95 ($222.43) 254.98 | $192.37 | -13.51% | Reduce -14.09% | 142,147 | -23,312 |
Total 2442
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