Ron Baron13F | |
Baron Funds | |
Last update 2024-02-14 | 330 Stocks (16 new) |
Value $37.55 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's Portfolio
Ron Baron Current Holdings
Ticker |
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Ticker |
NCNO |
BIRK |
PDD |
AAON |
NVO |
SPG |
SUI |
VKTX |
IMVT |
GPCR |
SYK |
QQQ |
MU |
NTRA |
SPY |
SGRY |
VGT |
LRCX |
AMT |
BIPC |
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 |
NCNO | Ncino Inc | 503,500 | 16,932.71 | +14,285.71% | 0.05 | +0.05% | 0.45 | -3.55% | -10.26% | 3,449.34 | Software | |
BIRK | Birkenstock Holding PLC | 2,934,001 | 142,973.87 | New Holding | 0.38 | +0.38% | 1.56 | -2.80% | -8.06% | 8,414.59 | Manufacturing - Apparel & Accessories | |
PDD | PDD Holdings Inc | 504,774 | 73,853.48 | New Holding | 0.20 | +0.20% | 0.04 | +12.52% | -4.19% | 194,677.78 | Retail - Cyclical | |
AAON | AAON Inc | 192,699 | 14,234.68 | New Holding | 0.04 | +0.04% | 0.24 | +6.79% | +5.99% | 6,445.21 | Construction | |
NVO | Novo Nordisk A/S | 55,247 | 5,715.30 | New Holding | 0.02 | +0.02% | 0 | +9.09% | +19.90% | 548,932.20 | Biotechnology | |
SPG | Simon Property Group Inc | 64,132 | 9,147.79 | New Holding | 0.02 | +0.02% | 0.02 | +4.78% | +1.33% | 46,562.82 | REITs | |
SUI | Sun Communities Inc | 49,625 | 6,632.38 | New Holding | 0.02 | +0.02% | 0.04 | -7.14% | -11.66% | 14,619.59 | REITs | |
VKTX | Viking Therapeutics Inc | 310,067 | 5,770.35 | New Holding | 0.02 | +0.02% | 0.31 | +228.57% | +314.02% | 8,487.34 | Biotechnology | |
IMVT | Immunovant Inc | 59,000 | 2,485.67 | New Holding | 0.01 | +0.01% | 0.04 | -17.38% | -31.50% | 4,193.15 | Biotechnology | |
GPCR | Structure Therapeutics Inc | 118,333 | 4,823.25 | New Holding | 0.01 | +0.01% | 0.26 | -10.28% | -3.63% | 1,831.65 | Biotechnology | |
SYK | Stryker Corp | 14,000 | 4,192.44 | New Holding | 0.01 | +0.01% | 0 | -3.79% | +9.89% | 125,122.96 | Medical Devices & Instruments | |
QQQ | INVESCO QQQ Trust | 326 | 133.50 | New Holding | 0 | 0% | 0 | +1.51% | +6.34% | 253,732.42 | ||
MU | Micron Technology Inc | 1,632 | 139.28 | New Holding | 0 | 0% | 0 | +32.74% | +34.51% | 127,015.12 | Semiconductors | |
NTRA | Natera Inc | 23,600 | 1,478.30 | New Holding | 0 | 0% | 0.02 | +43.20% | +54.84% | 11,854.99 | Medical Diagnostics & Research | |
SPY | S&P 500 ETF TRUST ETF | 60 | 28.52 | New Holding | 0 | 0% | 0 | +3.43% | +7.57% | 507,215.02 | ||
SGRY | Surgery Partners Inc | 45,000 | 1,439.55 | New Holding | 0 | 0% | 0.04 | -24.02% | -22.98% | 3,117.80 | Healthcare Providers & Services | |
VGT | Vanguard Information Technology ETF | 3,396 | 1,643.66 | New Holding | 0 | 0% | 0 | +0.85% | +5.26% | 64,150.41 | ||
LRCX | Lam Research Corp | 10,300 | 8,067.58 | +4,900.00% | 0.02 | +0.02% | 0.01 | +8.38% | +16.05% | 118,782.12 | Semiconductors | |
AMT | American Tower Corp | 292,913 | 63,234.06 | +497.05% | 0.17 | +0.14% | 0.06 | -5.36% | -15.17% | 84,868.04 | REITs | |
BIPC | Brookfield Infrastructure Corp | 102,600 | 3,619.73 | +446.70% | 0.01 | +0.01% | 0.08 | -6.30% | -4.29% | 4,385.42 | Utilities - Regulated |
Total 351