Ron Baron profile
Ron Baron profile

Ron Baron

Baron Funds Holdings Strategy: Long Term Investor

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 Musk’s 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 Baron’s 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.

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Ron Baron Funds Portfolio 2023

Performance

1 Year

-4.09%

3 Years

-22.33%

5 Years

+44.74%

10 years

+149.02%


Sectors

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Largest Holdings

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Trades

  • Tesla Inc Tesla Inc (TSLA)
  • Sector: Automobile Manufacturing
  • % of Portfolio: 9.7%
  • (Buy) $17.57 ― +1031.7% β†’$198.88 (Now)
  • Arch Capital Group Ltd Arch Capital Group Ltd (ACGL)
  • Sector: Direct Property and Casualty Insurance Carriers
  • % of Portfolio: 5.7%
  • (Buy) $16.78 ― +472.5% β†’$96.06 (Now)
  • Gartner, Inc. Gartner, Inc. (IT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 5.5%
  • (Buy) $52.50 ― +771.3% β†’$457.47 (Now)
  • Costar Group, Inc. Costar Group, Inc. (CSGP)
  • Sector: Software Publishers
  • % of Portfolio: 4.0%
  • (Buy) $14.53 ― +400.3% β†’$72.70 (Now)
  • MSCI Inc MSCI Inc (MSCI)
  • Sector: Miscellaneous Financial Investment Activities
  • % of Portfolio: 3.3%
  • (Buy) $54.59 ― +847.8% β†’$517.43 (Now)
  • Factset Research Systems Inc. Factset Research Systems Inc. (FDS)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 3.1%
  • (Buy) $107.21 ― +274.8% β†’$401.84 (Now)
  • Idexx Laboratories, Inc. Idexx Laboratories, Inc. (IDXX)
  • Sector: Surgical and Medical Instrument Manufacturing
  • % of Portfolio: 2.7%
  • (Buy) $58.68 ― +675.5% β†’$455.08 (Now)
  • Guidewire Software Inc Guidewire Software Inc (GWRE)
  • Sector: Software Publishers
  • % of Portfolio: 2.5%
  • (Buy) $54.17 ― +158.5% β†’$140.01 (Now)
  • Kinsale Capital Group Inc Kinsale Capital Group Inc (KNSL)
  • Sector: Direct Property and Casualty Insurance Carriers
  • % of Portfolio: 2.4%
  • (Buy) $67.46 ― +562.4% β†’$446.85 (Now)
  • Vail Resorts Inc. Vail Resorts Inc. (MTN)
  • Sector: Hotels (except Casino Hotels) and Motels
  • % of Portfolio: 2.3%
  • (Buy) $79.60 ― +114.3% β†’$170.58 (Now)
  • Charles Schwab Corp. Charles Schwab Corp. (SCHW)
  • Sector: Investment Banking and Securities Dealing
  • % of Portfolio: 1.3%
  • (Buy) $25.73 ― +142.1% β†’$62.29 (Now)
  • Primerica Inc Primerica Inc (PRI)
  • Sector: Direct Life Insurance Carriers
  • % of Portfolio: 1.3%
  • (Buy) $33.42 ― +617.2% β†’$239.71 (Now)
  • Morningstar Inc Morningstar Inc (MORN)
  • Sector: Investment Advice
  • % of Portfolio: 1.1%
  • (Buy) $82.60 ― +264.6% β†’$301.14 (Now)
  • Bio-Techne Corp Bio-Techne Corp (TECH)
  • Sector: Biological Product (except Diagnostic) Manufacturing
  • % of Portfolio: 1.1%
  • (Buy) $190.66 ― -59.3% β†’$77.66 (Now)
  • Verisk Analytics Inc Verisk Analytics Inc (VRSK)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 1.0%
  • (Buy) $64.59 ― +306.1% β†’$262.28 (Now)
  • Iridium Communications Inc Iridium Communications Inc (IRDM)
  • Sector: Other Communications Equipment Manufacturing
  • % of Portfolio: 0.9%
  • (Buy) $17.51 ― +54.7% β†’$27.09 (Now)
  • Icon Plc Icon Plc (ICLR)
  • Sector: Research and Development in Biotechnology
  • % of Portfolio: 0.9%
  • (Buy) $77.60 ― +300.1% β†’$310.49 (Now)
  • Spotify Technology S.A. Spotify Technology S.A. (SPOT)
  • Sector: Software Publishers
  • % of Portfolio: 0.8%
  • (Buy) $193.50 ― +67.5% β†’$324.03 (Now)
  • Ceridian HCM Holding Inc. Ceridian HCM Holding Inc. (CDAY)
  • Sector: Payroll Services
  • % of Portfolio: 0.7%
  • (Buy) $46.28 ― +50.2% β†’$69.52 (Now)
  • Microsoft Corporation Microsoft Corporation (MSFT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 0.7%
  • (Buy) $194.30 ― +103.4% β†’$395.15 (Now)
  • Toll Brothers Inc. Toll Brothers Inc. (TOL)
  • Sector: New Single-Family Housing Construction (except For-Sale Builders)
  • % of Portfolio: 0.7%
  • (Buy) $48.18 ― +165.9% β†’$128.11 (Now)
  • Fair Isaac Corp. Fair Isaac Corp. (FICO)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 0.6%
  • (Buy) $407.07 ― +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



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%


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 Musk’s 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 Baron’s 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.


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