Ron Baron

Baron Capital

Ronald Stephen Baron is a prominent American mutual fund manager and the founder of Baron Capital, a New York City-based investment management firm. With a substantial influence in the investment community, Baron Capital focuses on long-term growth and value investing, managing approximately $49 billion in assets as of December 2025. Baron is known for his disciplined investment philosophy, emphasizing the importance of thorough research and a long-term perspective in stock selection. Baron Capital manages the Baron Funds, which are designed to achieve superior returns through a concentrated portfolio of high-quality growth companies. The firm's investment strategy revolves around identifying innovative businesses with strong management teams and sustainable competitive advantages, primarily in sectors such as technology, consumer cyclical, and healthcare. The disclosed trading record for Baron Capital reveals a dynamic approach with 200 reported transactions, including 53 position increases and 114 reductions. The firm's largest disclosed move involved trimming its position in Tesla Inc (TSLA) by approximately $927.7 million on May 15, 2026. This activity underscores a strategic adjustment in their portfolio as they navigate market conditions.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
Enerpac Tool Group CorpEPAC · Q1 2026$16M0%447.6k$35.49$16M-2.69%
Accelerant HoldingsARX · Q1 2026$16M0%1.2M$13.52$16M+1.2%
Coherent CorpCOHR · Q1 2026$16M0%67k$296.33$20M+24.4%
Moody's CorporationMCO · Q1 2026$16M0%36.2k$519.02$19M+19%
EastGroup Properties, Inc.EGP · Q1 2026$16M0%84.6k$223.38$19M+20.7%
INSPIRE MEDICAL SYSTEMINSP · Q1 2026$15M0%298.5k$51.54$15M-0.08%
CME Group IncCME · Q1 2026$15M0%51.7k$246.12$13M-16.7%
DexCom IncDXCM · Q1 2026$15M0%241k$76.45$18M+21.7%
Lumentum Holdings IncLITE · Q1 2026$15M0%21k$837.56$18M+19.2%
Agilysys, Inc.AGYS · Q1 2026$15M0%206.4k$110.03$23M+54.7%
ServiceNow, Inc. Common StockNOW · Q1 2026$14M0%134.3k$104.01$14M-0.52%
Marriott Vacations Worldwide CorporationVAC · Q1 2026$14M0%214.3k$101.83$22M+56.4%
VSE Corporation - Common StockVSEC · Q1 2026$14M0%75k$197.77$15M+7.25%
Rubrik, Inc.RBRK · Q1 2026$14M0%277.5k$79.44$22M+62.2%
Host Hotels & Resorts IncHST · Q1 2026$13M0%694.1k$23.67$16M+23.5%
2.967E+1112.967E+111 · Q1 2026$13M0%434.8k------
Arista Networks IncANET · Q1 2026$13M0%104.7k$174.87$18M+42.4%
Astrazeneca PLCAZN · Q1 2026$13M0%63.8k$164.38$10M-16.7%
PAR Technology Corporation Common StockPAR · Q1 2026$13M0%944.3k$16.88$16M+26.6%
Apollo Global Management IncAPO · Q1 2026$12M0%110.1k$118.40$13M+6.26%
Wix.com Ltd.WIX · Q1 2026$12M0%136.1k$53.03$7M-41.1%
86384P10986384P109 · Q1 2026$12M0%1.9M------
Thermo Fisher Scientific Inc.TMO · Q1 2026$12M0%23.7k$523.46$12M+6.5%
Weyerhaeuser CompanyWY · Q1 2026$11M0%451.6k$23.53$11M-3.7%
Blackstone Group IncBX · Q1 2026$11M0%94.6k$124.90$12M+8.62%
Cohen & Steers Inc Common StockCNS · Q1 2026$10M0%165.1k$83.24$14M+33.1%
82835W10882835W108 · Q1 2026$10M0%1.3M------
45167R10445167R104 · Q1 2026$10M0%52.8k------
Holley Inc.HLLY · Q1 2026$10M0%3.3M$2.78$9M-9.45%
Block, Inc.XYZ · Q1 2026$10M0%165.7k$80.38$13M+33.6%
American Healthcare REIT, Inc.AHR · Q1 2026$10M0%204.2k$56.59$12M+20%
Moelis & CompanyMC · Q1 2026$9M0%163.2k$69.25$11M+21.5%
Pebblebrook Hotel TrustPEB · Q1 2026$9M0%699.2k$18.75$13M+48.5%
Intuit Inc. - Common StockINTU · Q1 2026$9M0%20.3k$289.92$6M-32.9%
Extra Space Storage Inc.EXR · Q1 2026$8M0%60k$145.34$9M+10.8%
The Carlyle group Inc. (Cg)CG · Q1 2026$8M0%157k$44.41$7M-8.22%
CubeSmartCUBE · Q1 2026$7M0%187.8k$42.09$8M+14.8%
Boyd Gaming CorporationBYD · Q1 2026$7M0%79.7k$87.64$7M+6.64%
PDD Holdings Inc.PDD · Q1 2026$6M0%61.9k$86.31$5M-15.5%
Costco Wholesale Corporation - Common StockCOST · Q1 2026$6M0%6.3k$927.31$6M-6.94%
Agree Realty CorporationADC · Q1 2026$6M0%83.3k$80.22$7M+6.42%
Mitsubishi UFJ Financial Group, Inc.MUFG · Q1 2026$6M0%336.5k$21.56$7M+27%
Yandex NVYNDX · Q1 2026$6M0%54.8k$18.94$1M-81.7%
92556W10492556W104 · Q1 2026$6M0%371k------
Johnson & JohnsonJNJ · Q1 2026$5M0%22.5k$255.63$6M+4.58%
Janus Living, Inc.JAN · Q1 2026$5M0%225k$30.35$7M+28.8%
Hilton Grand Vacations Inc.HGV · Q1 2026$4M0%110.2k$49.19$5M+25.7%
Gilead Sciences, Inc.GILD · Q1 2026$4M0%30k$130.28$4M-6.52%
Agilent Technologies, Inc.A · Q1 2026$4M0%36.6k$130.82$5M+14.8%
Deutsche Bank AGDB · Q1 2026$4M0%139.7k$34.97$5M+17.4%
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