Ron Baron Funds Portfolio 2023
Ron Baron
Baron Funds Holdings Strategy: Long Term InvestorRon Baron is a renowned investor and the founder of Baron Funds, a leading investment management firm. With a focus on long-term growth, Baron Funds has built a diversified portfolio that spans various sectors and includes investments in well-established companies as well as promising up-and-coming ones. This page provides an in-depth overview of Ron Baron's investment strategy, the key holdings in Baron Funds' stock portfolio, and the performance of their investments. Discover valuable insights into the investment approach that has propelled Baron Funds to success and explore the companies that have captured Ron Baron's attention and trust. Stay informed and gain a deeper understanding of the world of investing with Ron Baron and Baron Funds. Ron Baron's investment portfolio showcases a strategic focus on innovative and growth-driven companies, highlighting top stock picks that reflect his outlook for long-term value creation.Tesla Inc sits prominently as one of Ron Baron's major investments, capitalizing on the surging electric vehicle market and sustainable energy solutions. Tesla has revolutionized the automotive industry under Elon Muskβs leadership, aiming to accelerate the world's transition to renewable energy. This stock represents both technological innovation and potential substantial market expansion.Arch Capital Group Ltd holds a critical spot in Baronβs selection, reflecting confidence in this Bermuda-based global insurance company. As an industry leader in providing specialized insurance and reinsurance services, Arch Capital demonstrates strong financials and is poised for enduring growth within the ever-essential insurance sector.Gartner, Inc., another key investment, presents high-growth opportunities through its world-leading research and advisory services. The company equips business leaders with indispensable insights, advice, and tools, suggesting stable demand amidst varied economic conditions β aligning with Baron's criterion for durable, expanding businesses.Costar Group, Inc. serves as a pivotal element of Baron's equity strategy by dominating the commercial real estate information and online marketplace sphere. Its robust product suite and analytics are vital resources for stakeholders across the real estate landscape, indicating consistent performance and future scalability.Finally, Factset Research Systems Inc. stands out in the investor's lineup as a prime supplier of financial data and analytical software for investment professionals. By delivering comprehensive datasets alongside potent analysis tools, Factset ensures staying power in Baron's portfolio due to the ongoing necessity for insightful financial intelligence.Potential investors can perceive Ron Baron's approach through these investments, emphasizing resilience, market leadership, and technologically driven stocks likely to deliver sustained growth and shareholder value over time.
Track Baron, It's Free!Performance
1 Year
-4.09%
3 Years
-22.33%
5 Years
+44.74%
10 years
+149.02%
Sectors
Largest Holdings
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Trades
- Tesla Inc (TSLA)
- Sector: Automobile Manufacturing
- % of Portfolio: 9.7%
- (Buy) $17.57 β +1031.7% β$198.88 (Now)
- Arch Capital Group Ltd (ACGL)
- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 5.7%
- (Buy) $16.78 β +472.5% β$96.06 (Now)
- Gartner, Inc. (IT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.5%
- (Buy) $52.50 β +771.3% β$457.47 (Now)
- Costar Group, Inc. (CSGP)
- Sector: Software Publishers
- % of Portfolio: 4.0%
- (Buy) $14.53 β +400.3% β$72.70 (Now)
- MSCI Inc (MSCI)
- Sector: Miscellaneous Financial Investment Activities
- % of Portfolio: 3.3%
- (Buy) $54.59 β +847.8% β$517.43 (Now)
- Factset Research Systems Inc. (FDS)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 3.1%
- (Buy) $107.21 β +274.8% β$401.84 (Now)
- Idexx Laboratories, Inc. (IDXX)
- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 2.7%
- (Buy) $58.68 β +675.5% β$455.08 (Now)
- Guidewire Software Inc (GWRE)
- Sector: Software Publishers
- % of Portfolio: 2.5%
- (Buy) $54.17 β +158.5% β$140.01 (Now)
- Kinsale Capital Group Inc (KNSL)
- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 2.4%
- (Buy) $67.46 β +562.4% β$446.85 (Now)
- Vail Resorts Inc. (MTN)
- Sector: Hotels (except Casino Hotels) and Motels
- % of Portfolio: 2.3%
- (Buy) $79.60 β +114.3% β$170.58 (Now)
- Hyatt Hotels Corporation - Ordinary Shares - Class A (H)
- Sector: Travel Agencies
- % of Portfolio: 2.0%
- (Buy) $49.59 β +170.1% β$133.94 (Now)
- Choice Hotels International, Inc. (CHH)
- Sector: Travel Agencies
- % of Portfolio: 1.7%
- (Buy) $41.59 β +200.5% β$124.97 (Now)
- Ansys Inc. - Registered Shares (ANSS)
- Sector: Software Publishers
- % of Portfolio: 1.5%
- (Buy) $83.28 β +256.1% β$296.54 (Now)
- Red Rock Resorts Inc - Ordinary Shares - Class A (RRR)
- Sector: Casinos (except Casino Hotels)
- % of Portfolio: 1.5%
- (Buy) $27.81 β +78.6% β$49.66 (Now)
- Charles Schwab Corp. (SCHW)
- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 1.3%
- (Buy) $25.73 β +142.1% β$62.29 (Now)
- Primerica Inc (PRI)
- Sector: Direct Life Insurance Carriers
- % of Portfolio: 1.3%
- (Buy) $33.42 β +617.2% β$239.71 (Now)
- Mettler-Toledo International, Inc. (MTD)
- Sector: Analytical Laboratory Instrument Manufacturing
- % of Portfolio: 1.2%
- (Buy) $213.08 β +545.1% β$1,374.65 (Now)
- Gaming and Leisure Properties Inc (GLPI)
- Sector: Other Financial Vehicles
- % of Portfolio: 1.1%
- (Buy) $40.70 β +18.3% β$48.15 (Now)
- Morningstar Inc (MORN)
- Sector: Investment Advice
- % of Portfolio: 1.1%
- (Buy) $82.60 β +264.6% β$301.14 (Now)
- Bio-Techne Corp (TECH)
- Sector: Biological Product (except Diagnostic) Manufacturing
- % of Portfolio: 1.1%
- (Buy) $190.66 β -59.3% β$77.66 (Now)
- Verisk Analytics Inc (VRSK)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.0%
- (Buy) $64.59 β +306.1% β$262.28 (Now)
- Vertiv Holdings Co - Ordinary Shares - Class A (VRT)
- Sector: Optical Instrument and Lens Manufacturing
- % of Portfolio: 0.9%
- (Buy) $11.08 β +511.1% β$67.73 (Now)
- Iridium Communications Inc (IRDM)
- Sector: Other Communications Equipment Manufacturing
- % of Portfolio: 0.9%
- (Buy) $17.51 β +54.7% β$27.09 (Now)
- Icon Plc (ICLR)
- Sector: Research and Development in Biotechnology
- % of Portfolio: 0.9%
- (Buy) $77.60 β +300.1% β$310.49 (Now)
- Spotify Technology S.A. (SPOT)
- Sector: Software Publishers
- % of Portfolio: 0.8%
- (Buy) $193.50 β +67.5% β$324.03 (Now)
- West Pharmaceutical Services, Inc. (WST)
- Sector: Medical Laboratories
- % of Portfolio: 0.8%
- (Buy) $40.79 β +639.5% β$301.60 (Now)
- Ceridian HCM Holding Inc. (CDAY)
- Sector: Payroll Services
- % of Portfolio: 0.7%
- (Buy) $46.28 β +50.2% β$69.52 (Now)
- Microsoft Corporation (MSFT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.7%
- (Buy) $194.30 β +103.4% β$395.15 (Now)
- Toll Brothers Inc. (TOL)
- Sector: New Single-Family Housing Construction (except For-Sale Builders)
- % of Portfolio: 0.7%
- (Buy) $48.18 β +165.9% β$128.11 (Now)
- Fair Isaac Corp. (FICO)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.6%
- (Buy) $407.07 β +288.6% β$1,581.82 (Now)
Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
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Options
Can't find any put or calls that Ron Baron has in Baron Funds
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Metrics
Performance
1 Year
-4.09%
3 Years
-22.33%
5 Years
+44.74%
10 years
+149.02%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $143 Billion
- Dividend Yield 0.65 %
- Beta 1.1609
- P/E Ratio 78.62
- Negative P/E Ratio -387.75
- Profit Margin NaN%
- PEG 263.57
- Price to Sales Ratio 7.19
- Price to Book Ratio 6.55
- Enterprise Value to EBIT: 59.64
- Enterprise Value to Revenue NaN
- Total Debt to Enterprise Value NaN
- Debt to Equity NaN
- Quarterly Earnings Growth (YoY) -
- Return on Equity NaN%
- Return on Assets NaN%
- Return on Invested Capital NaN%
Track Baron
Don't miss a trade. Get notified when Ron Baron makes his next trade, It's Free!
About Ron Baron Funds
Ron Baron is a renowned investor and the founder of Baron Funds, a leading investment management firm. With a focus on long-term growth, Baron Funds has built a diversified portfolio that spans various sectors and includes investments in well-established companies as well as promising up-and-coming ones. This page provides an in-depth overview of Ron Baron's investment strategy, the key holdings in Baron Funds' stock portfolio, and the performance of their investments. Discover valuable insights into the investment approach that has propelled Baron Funds to success and explore the companies that have captured Ron Baron's attention and trust. Stay informed and gain a deeper understanding of the world of investing with Ron Baron and Baron Funds. Ron Baron's investment portfolio showcases a strategic focus on innovative and growth-driven companies, highlighting top stock picks that reflect his outlook for long-term value creation.Tesla Inc sits prominently as one of Ron Baron's major investments, capitalizing on the surging electric vehicle market and sustainable energy solutions. Tesla has revolutionized the automotive industry under Elon Muskβs leadership, aiming to accelerate the world's transition to renewable energy. This stock represents both technological innovation and potential substantial market expansion.Arch Capital Group Ltd holds a critical spot in Baronβs selection, reflecting confidence in this Bermuda-based global insurance company. As an industry leader in providing specialized insurance and reinsurance services, Arch Capital demonstrates strong financials and is poised for enduring growth within the ever-essential insurance sector.Gartner, Inc., another key investment, presents high-growth opportunities through its world-leading research and advisory services. The company equips business leaders with indispensable insights, advice, and tools, suggesting stable demand amidst varied economic conditions β aligning with Baron's criterion for durable, expanding businesses.Costar Group, Inc. serves as a pivotal element of Baron's equity strategy by dominating the commercial real estate information and online marketplace sphere. Its robust product suite and analytics are vital resources for stakeholders across the real estate landscape, indicating consistent performance and future scalability.Finally, Factset Research Systems Inc. stands out in the investor's lineup as a prime supplier of financial data and analytical software for investment professionals. By delivering comprehensive datasets alongside potent analysis tools, Factset ensures staying power in Baron's portfolio due to the ongoing necessity for insightful financial intelligence.Potential investors can perceive Ron Baron's approach through these investments, emphasizing resilience, market leadership, and technologically driven stocks likely to deliver sustained growth and shareholder value over time.
Track Baron
Don't miss a trade. Get notified when Ron Baron makes his next trade, It's Free!