Ron Baron

Ron Baron

13F
Baron Funds
Last update 2025-02-21 316 Stocks (16 new)
Value $38.69 Bil Turnover 3 %
Countries:
Top Holdings: TSLA(15.22%)IT(4.90%)ACGL(4.88%)CSGP(3.55%)MSCI(3.31%)

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.
Summary Stock Picks Current Portfolio

Ron Baron Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSLA 		Tesla Inc2024-12-31Reduce
-0.24%
●
213.65 ($322.75) 479.86
$284.95
-11.71%
Reduce -2.34%
14,578,809
-349,720
EXPE 		Expedia Group Inc2024-12-31New Buy
+0.21%
●
146.84 ($172.72) 191.01
$160.11
-7.30%
New holding
430,454
430,454
VRT 		Vertiv Holdings Co2024-12-31Reduce
-0.21%
●
102.28 ($119.07) 141.49
$86.95
-26.98%
Reduce -22.54%
2,750,000
-800,000
REXR 		Rexford Industrial Realty Inc2024-12-31Sold Out
-0.20%
●
37.97 ($42.89) 49.41
$33.08
-22.87%
Sold Out
0
-1,526,016
ALTR Unlock Delisted Altair Engineering Inc2024-12-31Reduce
-0.18%
●
93.57 ($103.34) 110.67
$111.85
8.23%
Reduce -57.2%
539,002
-720,342
LEN 		Lennar Corp2024-12-31Reduce
-0.18%
●
126.07 ($155.08) 174.88
$107.63
-30.60%
Reduce -50.31%
353,303
-357,720
TTAN 		ServiceTitan Inc2024-12-31New Buy
+0.18%
●
100 ($104.38) 108.39
$125.37
20.11%
New holding
684,222
684,222
ANSS 		Ansys Inc2024-12-31Reduce
-0.17%
●
313.07 ($335.63) 361.45
$320.68
-4.45%
Reduce -12.16%
1,416,224
-196,038
ICLR 		Icon PLC2024-12-31Reduce
-0.17%
●
187.22 ($232.71) 297.72
$144.96
-37.71%
Reduce -23.05%
734,167
-219,889
TOL 		Toll Brothers Inc2024-12-31Reduce
-0.17%
●
123.8 ($148.39) 167.8
$100.08
-32.56%
Reduce -47.19%
473,968
-423,535
CZR 		Caesars Entertainment Inc2024-12-31Sold Out
-0.16%
●
32.82 ($39.57) 45.55
$28.44
-28.13%
Sold Out
0
-1,482,755
FDS 		FactSet Research Systems Inc2024-12-31Reduce
-0.15%
●
449.74 ($475.41) 495.72
$424.47
-10.71%
Reduce -4.94%
2,355,611
-122,416
KRC 		Kilroy Realty Corp2024-12-31New Buy
+0.15%
●
37.51 ($40.4) 43.56
$32.37
-19.88%
New holding
1,452,331
1,452,331
MAC 		Macerich Co2024-12-31Add
+0.15%
●
17.44 ($19.55) 22.11
$14.83
-24.14%
Add 175.77%
4,675,471
2,980,051
AZPN Unlock Delisted Aspen Technology Inc2024-12-31Reduce
-0.14%
●
231.23 ($244.17) 253.16
$264.33
8.26%
Reduce -45.9%
253,214
-214,797
DHI 		D.R. Horton Inc2024-12-31Reduce
-0.14%
●
137.24 ($166.7) 194.56
$124.56
-25.28%
Reduce -43.67%
364,394
-282,494
IT 		Gartner Inc2024-12-31Reduce
-0.14%
●
481.22 ($515.78) 551.8
$416.09
-19.33%
Reduce -2.64%
3,916,203
-106,181
PLD 		Prologis Inc2024-12-31Sold Out
-0.13%
●
101.4 ($114.78) 126.97
$102.24
-10.93%
Sold Out
0
-381,980
EQIX 		Equinix Inc2024-12-31Add
+0.12%
●
866.02 ($920.75) 985
$838.10
-8.98%
Add 20.42%
291,587
49,454
AMT 		American Tower Corp2024-12-31Sold Out
-0.12%
●
179.4 ($206.81) 231.88
$210.82
1.94%
Sold Out
0
-192,717
AXON 		Axon Enterprise Inc2024-12-31Reduce
-0.11%
●
404.51 ($546.23) 689.78
$603.78
10.54%
Reduce -39.15%
154,650
-99,491
MGM 		MGM Resorts International2024-12-31Reduce
-0.10%
●
33.44 ($37.79) 41.99
$31.67
-16.19%
Reduce -87.09%
131,063
-884,233
IDXX 		IDEXX Laboratories Inc2024-12-31Add
+0.09%
●
406.92 ($437.73) 485.97
$437.44
-0.07%
Add 4.28%
2,005,522
82,264
RRR 		Red Rock Resorts Inc2024-12-31Add
+0.09%
●
45.4 ($50.82) 56.61
$42.60
-16.17%
Add 6.9%
11,356,201
732,917
VMC 		Vulcan Materials Co2024-12-31Reduce
-0.09%
●
238.03 ($269.21) 292.31
$247.04
-8.24%
Reduce -49.07%
147,427
-142,066
ACGL 		Arch Capital Group Ltd2024-12-31Reduce
-0.08%
●
88.71 ($100.75) 114.86
$90.68
-10.00%
Reduce -1.27%
20,462,724
-262,633
ASGN 		ASGN Inc2024-12-31Reduce
-0.08%
●
83.2 ($91.28) 100.79
$51.37
-43.72%
Reduce -17.1%
1,570,286
-323,914
CSGP 		CoStar Group Inc2024-12-31Add
+0.08%
●
69.84 ($75.53) 81.97
$82.82
9.65%
Add 2.23%
19,203,564
418,128
IRT 		Independence Realty Trust Inc2024-12-31Add
+0.08%
●
18.78 ($20.42) 22.01
$19.58
-4.11%
Add 592.05%
1,711,746
1,464,400
INVH 		Invitation Homes Inc2024-12-31Sold Out
-0.08%
●
31.4 ($33.37) 34.71
$33.78
1.23%
Sold Out
0
-905,787
TECH 		Bio-Techne Corp2024-12-31Reduce
-0.07%
●
66.37 ($73.36) 77.62
$50.24
-31.52%
Reduce -6.94%
4,136,984
-308,556
BN 		Brookfield Corp2024-12-31Add
+0.07%
●
52.4 ($56.56) 61.51
$53.25
-5.85%
Add 22.68%
2,391,691
442,219
BLDR 		Builders FirstSource Inc2024-12-31Reduce
-0.07%
●
142.93 ($176.68) 198.25
$121.35
-31.32%
Reduce -67.9%
60,173
-127,271
CDW 		CDW Corp2024-12-31Reduce
-0.07%
●
171.49 ($193.89) 225.7
$157.95
-18.54%
Reduce -29.93%
278,341
-118,891
CPNG 		Coupang Inc2024-12-31Reduce
-0.07%
●
21.98 ($24.55) 26.89
$23.44
-4.52%
Reduce -15.26%
5,757,166
-1,036,414
EQR 		Equity Residential2024-12-31Add
+0.07%
●
69.12 ($73.45) 77.48
$68.53
-6.70%
Add 55.15%
1,067,763
379,565
JLL 		Jones Lang LaSalle Inc2024-12-31Add
+0.07%
●
246.93 ($266.5) 283.67
$224.58
-15.73%
Add 33.57%
420,366
105,656
DNUT 		Krispy Kreme Inc2024-12-31Add
+0.07%
●
9.46 ($10.83) 12.42
$4.33
-60.02%
Add 24.7%
13,069,717
2,588,398
LYV 		Live Nation Entertainment Inc2024-12-31New Buy
+0.07%
●
109.06 ($126.14) 140.54
$132.76
5.25%
New holding
195,000
195,000
LOW 		Lowe's Companies Inc2024-12-31Reduce
-0.07%
●
244.52 ($266.98) 284.05
$220.91
-17.26%
Reduce -31.46%
198,853
-91,254
NPO 		Enpro Inc2024-12-31New Buy
+0.06%
●
145.61 ($169.22) 195.16
$149.15
-11.86%
New holding
140,378
140,378
FROG 		JFrog Ltd2024-12-31New Buy
+0.06%
●
27.22 ($30.39) 32.86
$33.95
11.71%
New holding
725,000
725,000
TTD 		The Trade Desk Inc2024-12-31Reduce
-0.06%
●
108.71 ($123.96) 139.51
$53.97
-56.46%
Reduce -11.18%
1,616,029
-203,509
VNO 		Vornado Realty Trust2024-12-31Add
+0.06%
●
38.62 ($42.33) 45.76
$35.75
-15.54%
Add 27.79%
2,443,712
531,353
WELL 		Welltower Inc2024-12-31Add
+0.06%
●
123.11 ($131.32) 139.3
$146.96
11.91%
Add 18.13%
1,151,495
176,736
FOXF 		Fox Factory Holding Corp2024-12-31Sold Out
-0.06%
●
29.05 ($34.35) 41.21
$21.10
-38.57%
Sold Out
0
-500,000
ARE 		Alexandria Real Estate Equities Inc2024-12-31Reduce
-0.05%
●
97.29 ($109.52) 122.67
$75.88
-30.72%
Reduce -18.25%
686,832
-153,323
ANET 		Arista Networks Inc2024-12-31New Buy
+0.05%
●
92.62 ($102.95) 116.53
$77.91
-24.32%
New holding
168,805
168,805
CRWD 		CrowdStrike Holdings Inc2024-12-31Reduce
-0.05%
●
280.24 ($333.42) 388.2
$424.88
27.43%
Reduce -48.63%
68,504
-64,841
DRVN 		Driven Brands Holdings Inc2024-12-31Add
+0.05%
●
13.56 ($15.71) 17.2
$16.34
4.01%
Add 35.71%
4,750,000
1,250,000
GWRE 		Guidewire Software Inc2024-12-31Reduce
-0.05%
●
168.58 ($186.9) 207.12
$197.44
5.64%
Reduce -1.55%
5,915,183
-92,946
INDI 		Indie Semiconductor Inc2024-12-31Add
+0.05%
●
3.31 ($4.11) 5.48
$2.00
-51.34%
Add 30.58%
19,901,826
4,661,220
INTA 		Intapp Inc2024-12-31Reduce
-0.05%
●
43.85 ($57.5) 70
$54.38
-5.43%
Reduce -12.86%
2,484,012
-366,443
LPLA 		LPL Financial Holdings Inc2024-12-31Add
+0.05%
●
231.07 ($296.76) 335.91
$314.54
5.99%
Add 82.9%
119,704
54,256
MPWR 		Monolithic Power Systems Inc2024-12-31Reduce
-0.05%
●
560.06 ($721.48) 943.21
$583.72
-19.09%
Reduce -69.54%
8,503
-19,412
MEG 		Montrose Environmental Group Inc2024-12-31Add
+0.05%
●
15.62 ($21) 27.65
$15.24
-27.43%
Add 84.5%
2,292,630
1,050,000
NVDA 		NVIDIA Corp2024-12-31Reduce
-0.05%
●
118.85 ($138.16) 148.88
$111.01
-19.65%
Reduce -4.91%
2,846,647
-146,933
PDD 		PDD Holdings Inc2024-12-31Reduce
-0.05%
●
94.39 ($115.88) 154.27
$104.01
-10.24%
Reduce -69.04%
57,379
-127,983
MTN 		Vail Resorts Inc2024-12-31Add
+0.05%
●
165.69 ($179.01) 195.44
$140.30
-21.62%
Add 2.03%
5,290,546
105,410
AMD 		Advanced Micro Devices Inc2024-12-31Sold Out
-0.05%
●
118.88 ($143.64) 172.8
$96.64
-32.72%
Sold Out
0
-105,364
YUMC 		Yum China Holdings Inc2024-12-31Sold Out
-0.05%
●
43.37 ($47.42) 51.46
$45.56
-3.92%
Sold Out
0
-392,632
LINE 		Lineage Inc2024-12-31Sold Out
-0.05%
●
56.9 ($67.84) 78.95
$55.85
-17.67%
Sold Out
0
-261,228
AEIS 		Advanced Energy Industries Inc2024-12-31Reduce
-0.04%
●
101.71 ($112.59) 122.72
$100.67
-10.59%
Reduce -29.11%
363,714
-149,357
BIRK 		Birkenstock Holding PLC2024-12-31Add
+0.04%
●
44.79 ($50.79) 60.4
$50.68
-0.22%
Add 8.28%
3,359,351
256,844
EXAS 		Exact Sciences Corp2024-12-31Add
+0.04%
●
49.33 ($62.14) 71.93
$45.46
-26.84%
Add 42.2%
893,000
265,000
FND 		Floor & Decor Holdings Inc2024-12-31Reduce
-0.04%
●
97.45 ($107.2) 120.77
$72.67
-32.21%
Reduce -10.12%
1,125,941
-126,814
GLPI 		Gaming and Leisure Properties Inc2024-12-31Reduce
-0.04%
●
46.46 ($50.04) 51.66
$47.74
-4.60%
Reduce -3.58%
7,817,443
-290,341
GDS 		GDS Holdings Ltd2024-12-31Add
+0.04%
●
18.25 ($21.09) 24.12
$23.15
9.77%
Add 10.47%
6,673,226
632,671
NARI Unlock Delisted Inari Medical Inc2024-12-31Add
+0.04%
●
40.62 ($49.29) 58.21
$79.97
62.24%
Add 30.45%
1,312,528
306,399
JD 		JD.com Inc2024-12-31Add
+0.04%
●
33.35 ($38.64) 47.08
$32.53
-15.81%
Add 52.15%
1,230,151
421,643
MSCI 		MSCI Inc2024-12-31Reduce
-0.04%
●
569.09 ($600.43) 635.99
$535.36
-10.84%
Reduce -1.18%
2,131,931
-25,500
NEOG 		Neogen Corp2024-12-31Add
+0.04%
●
11.64 ($13.96) 16.4
$5.16
-63.04%
Add 16.19%
8,485,308
1,182,193
PRI 		Primerica Inc2024-12-31Reduce
-0.04%
●
266.16 ($283.78) 304.93
$261.57
-7.83%
Reduce -3.3%
1,655,547
-56,464
RCKT 		Rocket Pharmaceuticals Inc2024-12-31Reduce
-0.04%
●
11.35 ($15.02) 18.82
$7.23
-51.86%
Reduce -91.52%
75,000
-809,341
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-12-31Reduce
-0.04%
●
175.8 ($193.87) 207.36
$165.10
-14.84%
Reduce -8.71%
877,053
-83,687
WST 		West Pharmaceutical Services Inc2024-12-31Reduce
-0.04%
●
286.4 ($314.94) 344
$214.55
-31.88%
Reduce -10.28%
434,121
-49,721
COLD 		Americold Realty Trust Inc2024-12-31Sold Out
-0.04%
●
21.03 ($24.14) 27.58
$19.90
-17.56%
Sold Out
0
-500,000
BAM 		Brookfield Asset Management Ltd2024-12-31Add
+0.03%
●
47.03 ($54.1) 59.07
$52.95
-2.13%
Add 22.58%
1,348,906
248,471
CBRE 		CBRE Group Inc2024-12-31Add
+0.03%
●
119.22 ($131.05) 140.71
$120.73
-7.87%
Add 7.01%
1,390,985
91,154
CYBR 		CyberArk Software Ltd2024-12-31Add
+0.03%
●
274.1 ($304.26) 333.15
$349.29
14.80%
Add 16.48%
262,597
37,154
ESTA 		Establishment Labs Holdings Inc2024-12-31Add
+0.03%
●
37.51 ($43.64) 48.81
$29.97
-31.32%
Add 53.84%
752,886
263,500
H 		Hyatt Hotels Corp2024-12-31Add
+0.03%
●
143.07 ($155.26) 164.62
$112.78
-27.36%
Add 1.23%
5,550,789
67,385
IBTA 		Ibotta Inc2024-12-31Reduce
-0.03%
●
59.77 ($69.61) 76.89
$48.49
-30.34%
Reduce -17.69%
756,087
-162,456
IRDM 		Iridium Communications Inc2024-12-31Reduce
-0.03%
●
27.32 ($29.72) 33.57
$23.16
-22.07%
Reduce -3.14%
10,769,377
-349,408
BZ 		Kanzhun Ltd2024-12-31Reduce
-0.03%
●
12.18 ($14.66) 19.19
$14.36
-2.05%
Reduce -25.11%
1,644,401
-551,424
MELI 		MercadoLibre Inc2024-12-31Add
+0.03%
●
1666 ($1945.36) 2117.3
$2,225.85
14.42%
Add 10.95%
58,198
5,745
MTD 		Mettler-Toledo International Inc2024-12-31Reduce
-0.03%
●
1160.67 ($1302.06) 1498.12
$1,061.79
-18.45%
Reduce -2.69%
280,994
-7,753
SHOP 		Shopify Inc2024-12-31Reduce
-0.03%
●
78.14 ($97.56) 119.49
$97.12
-0.45%
Reduce -5.12%
2,581,257
-139,224
SGML 		Sigma Lithium Corp2024-12-31New Buy
+0.03%
●
10.88 ($13.08) 14.86
$8.24
-37.00%
New holding
1,206,714
1,206,714
VRNS 		Varonis Systems Inc2024-12-31Reduce
-0.03%
●
43.91 ($51.96) 59.98
$42.28
-18.63%
Reduce -23.28%
608,799
-184,740
VRSN 		VeriSign Inc2024-12-31Reduce
-0.03%
●
176.68 ($188.35) 206.96
$272.79
44.83%
Reduce -31.89%
105,393
-49,345
AAON 		AAON Inc2024-12-31Reduce
-0.03%
●
106.26 ($122.84) 140.75
$87.94
-28.41%
Reduce -54.02%
75,856
-89,103
FBIN 		Fortune Brands Innovations Inc2024-12-31Sold Out
-0.03%
●
68.3 ($79.99) 90.01
$53.56
-33.04%
Sold Out
0
-106,410
BFAM 		Bright Horizons Family Solutions Inc2024-12-31Add
+0.02%
●
104 ($120) 138.19
$120.64
0.53%
Add 4.7%
1,559,277
69,940
CDNA 		CareDx Inc2024-12-31Add
+0.02%
●
20.4 ($24.22) 32.2
$18.48
-23.70%
Add 17.62%
2,207,299
330,627
GTLS 		Chart Industries Inc2024-12-31Reduce
-0.02%
●
119.8 ($161.31) 202.35
$135.49
-16.01%
Reduce -6.87%
952,404
-70,260
DXCM 		DexCom Inc2024-12-31Reduce
-0.02%
●
65.68 ($74.16) 81.01
$71.66
-3.37%
Reduce -23.43%
432,500
-132,354
DLR 		Digital Realty Trust Inc2024-12-31Add
+0.02%
●
156.47 ($177.69) 195.69
$159.88
-10.02%
Add 6.32%
631,257
37,550
IBP 		Installed Building Products Inc2024-12-31Reduce
-0.02%
●
174.32 ($217.04) 254.42
$168.53
-22.35%
Reduce -6.81%
458,769
-33,517
ISRG 		Intuitive Surgical Inc2024-12-31Reduce
-0.02%
●
471.23 ($521.42) 550.62
$514.59
-1.31%
Reduce -8.74%
146,216
-14,009
100/Page
Total 2033
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