 | |
Ron Baron13F | |
| Baron Funds | |
| Last update 2025-02-21 | 316 Stocks (16 new) |
| Value $38.69 Bil | Turnover 3 % |
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 |
EXPE |
TTAN |
KRC |
LYV |
NPO |
FROG |
ANET |
SGML |
AHR |
PTLO |
EWTX |
JANX |
HOOD |
VGT |
WVE |
WY |
MBLY |
IRT |
MAC |
SPG |
| 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 |
EXPE | Expedia Group Inc | 430,454 | 80,206.5 | New Holding | 0.210 | +0.21% | 0.330 | -5.67% | -13.04% | 20,625.3 | Travel & Leisure | |
TTAN | ServiceTitan Inc | 684,222 | 70,385.9 | New Holding | 0.180 | +0.18% | 0.760 | +18.83% | +18.65% | 11,001.6 | Software | |
KRC | Kilroy Realty Corp | 1,452,331 | 58,746.8 | New Holding | 0.150 | +0.15% | 1.230 | -15.37% | -17.77% | 3,869.8 | REITs | |
LYV | Live Nation Entertainment Inc | 195,000 | 25,252.5 | New Holding | 0.070 | +0.07% | 0.080 | -6.24% | +3.12% | 30,864.0 | Media - Diversified | |
NPO | Enpro Inc | 140,378 | 24,208.2 | New Holding | 0.060 | +0.06% | 0.670 | -16.71% | -12.27% | 3,177.7 | Industrial Products | |
FROG | JFrog Ltd | 725,000 | 21,322.3 | New Holding | 0.060 | +0.06% | 0.650 | -5.40% | +15.06% | 3,876.8 | Software | |
ANET | Arista Networks Inc | 168,805 | 18,658.0 | New Holding | 0.050 | +0.05% | 0.010 | -26.35% | -29.01% | 98,528.9 | Hardware | |
SGML | Sigma Lithium Corp | 1,206,714 | 13,539.3 | New Holding | 0.030 | +0.03% | 1.080 | -24.24% | -26.47% | 916.8 | Metals & Mining | |
AHR | American Healthcare REIT Inc | 188,959 | 5,370.2 | New Holding | 0.010 | +0.01% | 0.120 | +7.00% | +11.56% | 4,990.0 | REITs | |
PTLO | Portillos Inc | 436,710 | 4,105.1 | New Holding | 0.010 | +0.01% | 0.700 | -24.93% | +15.64% | 694.3 | Restaurants | |
EWTX | Edgewise Therapeutics Inc | 60,000 | 1,602.0 | New Holding | 0.000 | 0% | 0.060 | -44.96% | -42.70% | 1,608.7 | Biotechnology | |
JANX | Janux Therapeutics Inc | 6,000 | 321.2 | New Holding | 0.000 | 0% | 0.010 | -24.62% | -41.03% | 1,866.0 | Biotechnology | |
HOOD | Robinhood Markets Inc | 8,000 | 298.1 | New Holding | 0.000 | 0% | 0.000 | +0.79% | +33.63% | 44,087.1 | Capital Markets | |
VGT | Vanguard Information Technology ETF | 966 | 600.7 | New Holding | 0.000 | 0% | 0.000 | -12.76% | -12.21% | 87,106.1 | ||
WVE | WAVE Life Sciences Ltd | 85,000 | 1,051.5 | New Holding | 0.000 | 0% | 0.060 | -42.44% | -43.98% | 1,063.7 | Biotechnology | |
WY | Weyerhaeuser Co | 54,548 | 1,535.5 | New Holding | 0.000 | 0% | 0.010 | -16.69% | -8.94% | 18,476.5 | REITs | |
MBLY | Mobileye Global Inc | 383,452 | 7,638.4 | +1,427.21% | 0.020 | +0.02% | 0.050 | -7.96% | -22.79% | 12,488.5 | Vehicles & Parts | |
IRT | Independence Realty Trust Inc | 1,711,746 | 33,961.0 | +592.05% | 0.090 | +0.08% | 0.740 | +3.62% | -0.45% | 4,529.9 | REITs | |
MAC | Macerich Co | 4,675,471 | 93,135.4 | +175.77% | 0.240 | +0.15% | 1.850 | -26.24% | -23.79% | 3,799.8 | REITs | |
SPG | Simon Property Group Inc | 62,834 | 10,820.6 | +140.37% | 0.030 | +0.02% | 0.020 | -8.97% | -7.16% | 51,518.4 | REITs |
Total 344
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