Ron Baron13F | |
Baron Funds | |
Last update 2024-11-14 | 328 Stocks (18 new) |
Value $37.70 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 |
TSLA |
SPOT |
BIRK |
VAC |
PENN |
TSLA |
BYD |
TSLA |
TSM |
TSM |
VAC |
IDXX |
BABA |
NVDA |
WST |
TOL |
IT |
INTA |
VRT |
IT |
IRDM |
VRT |
ANSS |
IT |
IT |
VNO |
PDD |
PDD |
GTLS |
FDS |
AMT |
AXNX |
GDS |
TSM |
AVB |
AAPL |
SBAC |
AMZN |
LVS |
ONON |
BIDU |
EQR |
IDXX |
WYNN |
CZR |
ZI |
ARGX |
KNSL |
NVDA |
CRWD |
WYNN |
PLD |
WST |
SCHW |
EQR |
MASI |
AMT |
SPOT |
SSNC |
IBP |
DXCM |
MRNA |
AXNX |
FND |
MRNA |
MTN |
NVDA |
SCHW |
PGNY |
FND |
DNUT |
IT |
EQIX |
TOL |
TSM |
TRU |
CZR |
AMT |
MTN |
DEI |
SBAC |
BN |
MLM |
IBTA |
TME |
RRR |
FIS |
TREX |
FOXF |
MGM |
NEOG |
PWR |
RGEN |
BABA |
VRSN |
VMC |
CSGP |
BLDR |
BN |
ILMN |
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 |
TSLA | Tesla Inc | 2024-06-30 | Reduce | -0.80% | 142.05 ($174.77) 197.88 | $452.88 | 159.13% | Reduce -9.88% | 15,516,436 | -1,701,359 | |
SPOT | Spotify Technology SA | 2022-12-31 | Reduce | -0.39% | 71.05 ($80.65) 97.05 | $462.02 | 472.88% | Reduce -79.92% | 352,982 | -1,404,901 | |
BIRK | Birkenstock Holding PLC | 2023-12-31 | New Buy | +0.38% | 36.38 ($43.3) 50.06 | $59.79 | 38.08% | New holding | 2,934,001 | 2,934,001 | |
VAC | Marriott Vacations Worldwide Corp | 2023-12-31 | Reduce | -0.38% | 72.9 ($85.33) 99.12 | $91.45 | 7.17% | Reduce -46.96% | 1,447,205 | -1,281,447 | |
PENN | PENN Entertainment Inc | 2024-03-31 | Reduce | -0.34% | 16.6 ($20.65) 25.95 | $18.15 | -12.08% | Reduce -93.13% | 353,399 | -4,789,345 | |
TSLA | Tesla Inc | 2024-09-30 | Reduce | -0.33% | 191.76 ($228.05) 263.26 | $452.88 | 98.59% | Reduce -3.79% | 14,928,529 | -587,907 | |
BYD | Boyd Gaming Corp | 2024-06-30 | Reduce | -0.32% | 50.36 ($57.08) 67.67 | $71.21 | 24.75% | Reduce -94.32% | 107,963 | -1,791,381 | |
TSLA | Tesla Inc | 2024-03-31 | Reduce | -0.32% | 162.5 ($195.37) 248.42 | $452.88 | 131.81% | Reduce -2.77% | 17,217,795 | -490,694 | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 2023-09-30 | Reduce | -0.30% | 84.29 ($94.56) 105.57 | $205.66 | 117.49% | Reduce -29.46% | 2,569,980 | -1,073,460 | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 2024-03-31 | Reduce | -0.30% | 99.13 ($124.2) 149.2 | $205.66 | 65.58% | Reduce -50.71% | 1,066,264 | -1,096,791 | |
VAC | Marriott Vacations Worldwide Corp | 2024-03-31 | Reduce | -0.30% | 81.79 ($90.3) 107.73 | $91.45 | 1.27% | Reduce -90.22% | 141,526 | -1,305,679 | |
IDXX | IDEXX Laboratories Inc | 2024-03-31 | Reduce | -0.29% | 515.08 ($546.49) 576.87 | $412.99 | -24.43% | Reduce -8.48% | 2,104,951 | -195,066 | |
BABA | Alibaba Group Holding Ltd | 2023-12-31 | Reduce | -0.27% | 71.37 ($79.68) 87.78 | $85.72 | 7.58% | Reduce -39.02% | 1,649,689 | -1,055,759 | |
NVDA | NVIDIA Corp | 2024-06-30 | Reduce | -0.27% | 76.2 ($101.1) 135.58 | $140.54 | 39.01% | Reduce -24.86% | 3,352,471 | -1,109,189 | |
WST | West Pharmaceutical Services Inc | 2024-09-30 | Reduce | -0.26% | 277.16 ($306.25) 333.3 | $331.30 | 8.18% | Reduce -36.6% | 483,842 | -279,326 | |
TOL | Toll Brothers Inc | 2024-06-30 | Reduce | -0.25% | 112.21 ($121.04) 134.92 | $127.30 | 5.17% | Reduce -39.91% | 1,077,864 | -715,926 | |
IT | Gartner Inc | 2022-12-31 | Reduce | -0.24% | 278.33 ($322.72) 356.27 | $487.87 | 51.17% | Reduce -5.28% | 4,898,788 | -273,037 | |
INTA | Intapp Inc | 2024-03-31 | New Buy | +0.24% | 33.18 ($39.29) 45.09 | $65.86 | 67.61% | New holding | 2,583,231 | 2,583,231 | |
VRT | Vertiv Holdings Co | 2024-03-31 | Reduce | -0.24% | 45.57 ($62.83) 82.67 | $118.66 | 88.86% | Reduce -28.15% | 4,850,000 | -1,900,000 | |
IT | Gartner Inc | 2023-12-31 | Reduce | -0.23% | 325.76 ($399.48) 466.05 | $487.87 | 22.13% | Reduce -4.94% | 4,426,192 | -230,195 | |
IRDM | Iridium Communications Inc | 2024-03-31 | Reduce | -0.23% | 25.59 ($32.53) 40.58 | $28.68 | -11.84% | Reduce -15.09% | 11,925,775 | -2,120,000 | |
VRT | Vertiv Holdings Co | 2024-06-30 | Reduce | -0.23% | 75.01 ($91.04) 106.17 | $118.66 | 30.34% | Reduce -21.65% | 3,800,000 | -1,050,000 | |
ANSS | Ansys Inc | 2024-03-31 | Reduce | -0.22% | 327.42 ($338.5) 357.79 | $341.25 | 0.81% | Reduce -11.62% | 1,756,370 | -231,030 | |
IT | Gartner Inc | 2024-03-31 | Reduce | -0.21% | 425.37 ($460.24) 483.11 | $487.87 | 6.00% | Reduce -3.96% | 4,250,733 | -175,459 | |
IT | Gartner Inc | 2024-09-30 | Reduce | -0.21% | 441.32 ($480.74) 516.47 | $487.87 | 1.48% | Reduce -3.86% | 4,022,384 | -161,535 | |
VNO | Vornado Realty Trust | 2024-09-30 | New Buy | +0.20% | 25.5 ($32.17) 39.4 | $41.95 | 30.40% | New holding | 1,912,359 | 1,912,359 | |
PDD | PDD Holdings Inc | 2024-09-30 | Reduce | -0.20% | 89.17 ($122.88) 151.11 | $100.02 | -18.60% | Reduce -73.75% | 185,362 | -520,740 | |
PDD | PDD Holdings Inc | 2023-12-31 | New Buy | +0.20% | 97.9 ($121.27) 150.09 | $100.02 | -17.52% | New holding | 504,774 | 504,774 | |
GTLS | Chart Industries Inc | 2022-12-31 | Add | +0.20% | 109.04 ($160.62) 239.47 | $191.70 | 19.35% | Add 127.28% | 909,214 | 509,177 | |
FDS | FactSet Research Systems Inc | 2024-09-30 | Reduce | -0.20% | 397.04 ($424.67) 469.48 | $489.54 | 15.28% | Reduce -6.58% | 2,478,027 | -174,443 | |
AMT | American Tower Corp | 2024-09-30 | Reduce | -0.19% | 192.27 ($221.73) 242.83 | $183.81 | -17.10% | Reduce -64.48% | 192,717 | -349,770 | |
AXNX | Axonics Inc | 2024-03-31 | Reduce | -0.19% | 56.67 ($67.47) 69.36 | $70.98 | 5.20% | Reduce -61.81% | 686,565 | -1,111,398 | |
GDS | GDS Holdings Ltd | 2024-09-30 | Add | +0.19% | 9.3 ($14.14) 21.53 | $19.73 | 39.53% | Add 128.55% | 6,040,555 | 3,397,592 | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 2023-06-30 | Reduce | -0.18% | 82.25 ($93.07) 107.41 | $205.66 | 120.97% | Reduce -14.89% | 3,643,440 | -637,463 | |
AVB | AvalonBay Communities Inc | 2024-06-30 | Add | +0.18% | 178.98 ($193.33) 206.89 | $223.05 | 15.37% | Add 582.86% | 347,164 | 296,324 | |
AAPL | Apple Inc | 2024-06-30 | Add | +0.18% | 165 ($186.49) 216.67 | $257.29 | 37.96% | Add 14788.45% | 300,300 | 298,283 | |
SBAC | SBA Communications Corp | 2023-03-31 | Reduce | -0.18% | 240.12 ($275.19) 308.09 | $202.04 | -26.58% | Reduce -25.4% | 560,491 | -190,805 | |
AMZN | Amazon.com Inc | 2022-12-31 | Reduce | -0.17% | 81.82 ($98.78) 121.09 | $228.67 | 131.49% | Reduce -33.54% | 955,485 | -482,114 | |
LVS | Las Vegas Sands Corp | 2022-12-31 | Reduce | -0.17% | 34.77 ($42.43) 48.75 | $52.04 | 22.65% | Reduce -82.93% | 282,807 | -1,374,112 | |
ONON | On Holding AG | 2023-09-30 | Add | +0.17% | 26.06 ($31.65) 36.51 | $56.28 | 77.82% | Add 243.04% | 3,028,002 | 2,145,318 | |
BIDU | Baidu Inc | 2023-03-31 | Reduce | -0.16% | 119.13 ($141.83) 160.22 | $88.22 | -37.80% | Reduce -56.01% | 325,255 | -414,157 | |
EQR | Equity Residential | 2024-06-30 | Add | +0.16% | 59.68 ($65.07) 69.34 | $71.92 | 10.53% | Add 143.05% | 1,416,757 | 833,839 | |
IDXX | IDEXX Laboratories Inc | 2024-09-30 | Reduce | -0.16% | 455.08 ($485.8) 517.06 | $412.99 | -14.99% | Reduce -5.51% | 1,923,258 | -112,079 | |
WYNN | Wynn Resorts Ltd | 2024-09-30 | Reduce | -0.16% | 73.55 ($80.39) 97.62 | $89.08 | 10.81% | Reduce -86.07% | 102,516 | -633,296 | |
CZR | Caesars Entertainment Inc | 2024-09-30 | New Buy | +0.16% | 33.2 ($37.5) 41.74 | $33.39 | -10.96% | New holding | 1,482,755 | 1,482,755 | |
ZI | ZoomInfo Technologies Inc | 2023-09-30 | Reduce | -0.15% | 15.73 ($20.44) 28.95 | $10.80 | -47.16% | Reduce -66.44% | 1,065,834 | -2,110,236 | |
ARGX | argenx SE | 2023-03-31 | Reduce | -0.15% | 334.23 ($370.17) 403.65 | $632.78 | 70.94% | Reduce -31.66% | 248,955 | -115,331 | |
KNSL | Kinsale Capital Group Inc | 2024-06-30 | Reduce | -0.15% | 358 ($405.98) 512.65 | $470.72 | 15.95% | Reduce -5.46% | 1,816,122 | -104,798 | |
NVDA | NVIDIA Corp | 2024-03-31 | Reduce | -0.15% | 47.57 ($72.48) 95 | $140.54 | 93.90% | Reduce -19.88% | 4,461,660 | -110,715 | |
CRWD | CrowdStrike Holdings Inc | 2024-09-30 | Reduce | -0.15% | 217.89 ($284.07) 392.15 | $365.08 | 28.52% | Reduce -50.37% | 133,345 | -135,352 | |
WYNN | Wynn Resorts Ltd | 2023-03-31 | New Buy | +0.14% | 85.61 ($104.59) 115.83 | $89.08 | -14.83% | New holding | 419,413 | 419,413 | |
PLD | Prologis Inc | 2024-06-30 | Reduce | -0.14% | 101.88 ($110.77) 127.92 | $104.50 | -5.66% | Reduce -44.85% | 497,301 | -404,359 | |
WST | West Pharmaceutical Services Inc | 2024-06-30 | Reduce | -0.14% | 314.68 ($353.4) 395.94 | $331.30 | -6.25% | Reduce -14.44% | 763,168 | -128,777 | |
SCHW | Charles Schwab Corp | 2023-03-31 | Add | +0.14% | 51.91 ($73.23) 85.62 | $74.75 | 2.08% | Add 13.63% | 7,630,034 | 915,388 | |
EQR | Equity Residential | 2024-09-30 | Reduce | -0.14% | 67.19 ($72.22) 78.08 | $71.92 | -0.42% | Reduce -51.42% | 688,198 | -728,559 | |
MASI | Masimo Corp | 2024-03-31 | New Buy | +0.14% | 109.17 ($129.12) 146.85 | $167.70 | 29.88% | New holding | 345,800 | 345,800 | |
AMT | American Tower Corp | 2023-12-31 | Add | +0.14% | 157.68 ($188.99) 217.16 | $183.81 | -2.74% | Add 497.05% | 292,913 | 243,853 | |
SPOT | Spotify Technology SA | 2024-03-31 | Add | +0.13% | 187.94 ($234.88) 270.35 | $462.02 | 96.71% | Add 28.34% | 864,584 | 190,931 | |
SSNC | SS&C Technologies Holdings Inc | 2022-12-31 | Reduce | -0.13% | 46.46 ($50.68) 54.12 | $76.08 | 50.12% | Reduce -42.17% | 1,198,769 | -874,150 | |
IBP | Installed Building Products Inc | 2023-03-31 | Reduce | -0.13% | 87.76 ($107.74) 120.83 | $176.56 | 63.88% | Reduce -35.31% | 823,210 | -449,262 | |
DXCM | DexCom Inc | 2024-09-30 | Reduce | -0.13% | 64 ($82.12) 116.06 | $80.03 | -2.54% | Reduce -41.56% | 564,854 | -401,618 | |
MRNA | Moderna Inc | 2023-09-30 | Add | +0.13% | 96.41 ($111.55) 126.61 | $39.79 | -64.33% | Add 4863.59% | 426,869 | 418,269 | |
AXNX | Axonics Inc | 2024-06-30 | Sold Out | -0.13% | 66.47 ($67.36) 69.65 | $70.98 | 5.37% | Sold Out | 0 | -686,565 | |
FND | Floor & Decor Holdings Inc | 2024-03-31 | Reduce | -0.13% | 100.56 ($113.54) 133.75 | $101.34 | -10.75% | Reduce -18.84% | 1,832,533 | -425,360 | |
MRNA | Moderna Inc | 2023-12-31 | Reduce | -0.13% | 69.51 ($84.11) 104.43 | $39.79 | -52.69% | Reduce -98.24% | 7,500 | -419,369 | |
MTN | Vail Resorts Inc | 2024-06-30 | Add | +0.13% | 173.94 ($198.87) 232.25 | $190.75 | -4.08% | Add 5.29% | 5,048,808 | 253,521 | |
NVDA | NVIDIA Corp | 2024-09-30 | Reduce | -0.13% | 98.91 ($118.12) 134.91 | $140.54 | 18.98% | Reduce -10.71% | 2,993,580 | -358,891 | |
SCHW | Charles Schwab Corp | 2024-03-31 | Reduce | -0.13% | 61.89 ($65.86) 72.38 | $74.75 | 13.50% | Reduce -8.56% | 7,432,213 | -695,325 | |
PGNY | Progyny Inc | 2023-03-31 | Sold Out | -0.12% | 28.16 ($33.03) 38.23 | $14.47 | -56.19% | Sold Out | 0 | -1,163,928 | |
FND | Floor & Decor Holdings Inc | 2024-09-30 | Reduce | -0.12% | 89.87 ($103.96) 124.17 | $101.34 | -2.52% | Reduce -25.36% | 1,252,755 | -425,729 | |
DNUT | Krispy Kreme Inc | 2023-09-30 | Add | +0.12% | 12.35 ($13.97) 15.95 | $9.65 | -30.89% | Add 59.5% | 9,221,657 | 3,439,948 | |
IT | Gartner Inc | 2023-03-31 | Reduce | -0.12% | 302.49 ($330.57) 352.89 | $487.87 | 47.58% | Reduce -2.09% | 4,796,458 | -102,330 | |
EQIX | Equinix Inc | 2024-09-30 | Add | +0.12% | 749 ($819.02) 890.01 | $946.46 | 15.56% | Add 26.63% | 242,133 | 50,913 | |
TOL | Toll Brothers Inc | 2022-12-31 | Add | +0.12% | 40.28 ($45.99) 51.38 | $127.30 | 176.80% | Add 128.41% | 1,264,403 | 710,826 | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 2023-03-31 | Add | +0.12% | 74.03 ($89.76) 97.96 | $205.66 | 129.12% | Add 11.27% | 4,280,903 | 433,498 | |
TRU | TransUnion | 2023-12-31 | Reduce | -0.12% | 43.3 ($60.89) 72.01 | $95.15 | 56.27% | Reduce -36.66% | 1,002,672 | -580,254 | |
CZR | Caesars Entertainment Inc | 2023-03-31 | New Buy | +0.12% | 42.09 ($49.01) 54.99 | $33.39 | -31.87% | New holding | 833,301 | 833,301 | |
AMT | American Tower Corp | 2024-06-30 | Add | +0.12% | 171 ($186.91) 200.41 | $183.81 | -1.66% | Add 66.49% | 542,487 | 216,655 | |
MTN | Vail Resorts Inc | 2023-12-31 | Add | +0.11% | 206.52 ($219.12) 230.16 | $190.75 | -12.95% | Add 4.21% | 4,920,015 | 198,801 | |
DEI | Douglas Emmett Inc | 2023-03-31 | Add | +0.11% | 10.84 ($14.51) 17.7 | $18.74 | 29.15% | Add 53.57% | 8,272,165 | 2,885,603 | |
SBAC | SBA Communications Corp | 2023-12-31 | Reduce | -0.11% | 189.44 ($224.52) 254.25 | $202.04 | -10.01% | Reduce -53.62% | 165,459 | -191,257 | |
BN | Brookfield Corp | 2023-09-30 | Reduce | -0.11% | 31.27 ($33.79) 36.1 | $57.31 | 69.61% | Reduce -35.87% | 2,128,697 | -1,190,644 | |
MLM | Martin Marietta Materials Inc | 2024-06-30 | New Buy | +0.11% | 534.99 ($581.17) 621.53 | $530.17 | -8.78% | New holding | 69,085 | 69,085 | |
IBTA | Ibotta Inc | 2024-06-30 | New Buy | +0.11% | 66.57 ($93.18) 109.9 | $64.90 | -30.35% | New holding | 517,112 | 517,112 | |
TME | Tencent Music Entertainment Group | 2024-03-31 | New Buy | +0.11% | 8.42 ($9.81) 11.69 | $11.94 | 21.66% | New holding | 3,651,224 | 3,651,224 | |
RRR | Red Rock Resorts Inc | 2023-09-30 | Add | +0.11% | 40.23 ($45.21) 50.83 | $45.99 | 1.73% | Add 10.83% | 9,856,963 | 962,841 | |
FIS | Fidelity National Information Services Inc | 2023-03-31 | Reduce | -0.11% | 49.7 ($65.09) 77.81 | $82.07 | 26.09% | Reduce -89.35% | 56,972 | -477,935 | |
TREX | Trex Co Inc | 2023-03-31 | Reduce | -0.11% | 43.7 ($50.58) 57.56 | $70.60 | 39.58% | Reduce -22.49% | 2,722,862 | -790,063 | |
FOXF | Fox Factory Holding Corp | 2023-12-31 | Add | +0.11% | 55.02 ($72.96) 97.8 | $29.12 | -60.09% | Add 227.27% | 900,000 | 625,000 | |
MGM | MGM Resorts International | 2024-06-30 | Reduce | -0.11% | 38.53 ($41.8) 47.78 | $34.68 | -17.03% | Reduce -40.68% | 1,246,347 | -854,718 | |
NEOG | Neogen Corp | 2022-12-31 | Add | +0.11% | 10.79 ($14.24) 16.56 | $12.14 | -14.71% | Add 132.32% | 3,968,412 | 2,260,278 | |
PWR | Quanta Services Inc | 2023-03-31 | New Buy | +0.11% | 135.57 ($153.75) 166.64 | $329.56 | 114.35% | New holding | 216,686 | 216,686 | |
RGEN | Repligen Corp | 2023-03-31 | Add | +0.11% | 154.26 ($178.42) 198.1 | $145.46 | -18.47% | Add 2469.47% | 220,974 | 212,374 | |
BABA | Alibaba Group Holding Ltd | 2023-06-30 | Add | +0.11% | 78.67 ($87.76) 102.74 | $85.72 | -2.32% | Add 20.36% | 2,710,165 | 458,517 | |
VRSN | VeriSign Inc | 2024-03-31 | Reduce | -0.10% | 187.1 ($196.51) 206.35 | $200.94 | 2.25% | Reduce -32.72% | 386,380 | -187,894 | |
VMC | Vulcan Materials Co | 2024-06-30 | Add | +0.10% | 244.64 ($258.41) 272.07 | $263.37 | 1.92% | Add 109.29% | 264,703 | 138,229 | |
CSGP | CoStar Group Inc | 2024-09-30 | Reduce | -0.10% | 71.59 ($75.84) 79.61 | $72.50 | -4.40% | Reduce -2.52% | 18,785,436 | -485,562 | |
BLDR | Builders FirstSource Inc | 2024-09-30 | New Buy | +0.10% | 132.6 ($165.82) 201.83 | $148.15 | -10.66% | New holding | 187,444 | 187,444 | |
BN | Brookfield Corp | 2024-09-30 | Add | +0.10% | 40.93 ($47.34) 53.42 | $57.31 | 21.06% | Add 62.63% | 1,949,472 | 750,726 | |
ILMN | Illumina Inc | 2023-09-30 | Reduce | -0.10% | 128.91 ($169.02) 192.44 | $134.93 | -20.17% | Reduce -48.87% | 210,010 | -200,733 |
Total 2391
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