
	Ron Baron 13F
	Baron Funds

	Last update 2024-09-09	329 Stocks (22 new)
	Value $34.92 Bil	Turnover 3 %
	Countries: Top Holdings: TSLA(8.79%)ACGL(6.04%)IT(5.38%)CSGP(4.09%)FDS(3.10%) 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
Ticker
AAPL
IBTA
MLM
TEM
ITGR
LPX
LOAR
EPAC
IOT
CDNS
DOC
IRT
BEPC
FRT
GKOS
RHP
VTR
BHVN
GRAL
JSPR

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
AAPL	Apple Inc	300,300	63249.19	+14,788.45%	0.18	+0.18%	0	-0.80%	+17.69%	3432181.886	Hardware
IBTA	Ibotta Inc	517,112	38866.14	New Holding	0.11	+0.11%	1.7	-12.48%	0%	1906.405	Software
MLM	Martin Marietta Materials Inc	69,085	37430.25	New Holding	0.11	+0.11%	0.11	-0.98%	+5.45%	32024.722	Building Materials
TEM	Tempus AI Inc	784,397	27453.9	New Holding	0.08	+0.08%	0.51	+44.82%	0%	7419.645	Healthcare Providers & Services
ITGR	Integer Holdings Corp	216,677	25089.03	New Holding	0.07	+0.07%	0.65	+11.66%	+30.43%	4333.235	Medical Devices & Instruments
LPX	Louisiana-Pacific Corp	311,644	25657.65	New Holding	0.07	+0.07%	0.44	+32.75%	+52.43%	7516.013	Construction
LOAR	Loar Holdings Inc	300,000	16023	New Holding	0.05	+0.05%	0.33	+34.62%	0%	6735.841	Aerospace & Defense
EPAC	Enerpac Tool Group Corp	410,369	15667.89	New Holding	0.04	+0.04%	0.76	+10.43%	+36.15%	2296.35	Industrial Products
IOT	Samsara Inc	349,294	11771.21	New Holding	0.03	+0.03%	0.06	+30.81%	+41.58%	26293.629	Software
CDNS	Cadence Design Systems Inc	17,180	5287.15	New Holding	0.02	+0.02%	0.01	-14.88%	-0.82%	73972.475	Software
DOC	Healthpeak Properties Inc	339,151	6647.36	New Holding	0.02	+0.02%	0.05	+12.73%	+15.51%	15255.094	REITs
IRT	Independence Realty Trust Inc	323,622	6064.68	New Holding	0.02	+0.02%	0.14	+3.32%	+28.82%	4320.064	REITs
BEPC	Brookfield Renewable Corp	68,643	1948.09	New Holding	0.01	+0.01%	0.04	+6.48%	+10.44%	5514.996	Utilities - Independent Power Producers
FRT	Federal Realty Investment Trust	23,854	2408.54	New Holding	0.01	+0.01%	0.03	+10.06%	+9.77%	9174.464	REITs
GKOS	Glaukos Corp	20,000	2367	New Holding	0.01	+0.01%	0.04	+5.47%	+62.62%	7103.444	Medical Devices & Instruments
RHP	Ryman Hospitality Properties Inc	38,149	3809.56	New Holding	0.01	+0.01%	0.06	+13.91%	+3.91%	6630.332	REITs
VTR	Ventas Inc	91,930	4712.33	New Holding	0.01	+0.01%	0.02	+21.13%	+28.53%	25871.619	REITs
BHVN	Biohaven Ltd	35,000	1214.85	New Holding	0	0%	0.04	+55.22%	+25.12%	5405.968	Biotechnology
GRAL	GRAIL Inc	12,798	196.71	New Holding	0	0%	0.04	-11.86%	0%	403.636	Medical Diagnostics & Research
JSPR	Jasper Therapeutics Inc	20,000	454	New Holding	0	0%	0.13	-24.81%	+101.27%	239.87	Biotechnology

100/Page

Total 354

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