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, a notable investor, has strategically allocated his portfolio to maximize returns. His top investment is Tesla Inc, comprising 9.4% of the portfolio, showcasing his belief in the electric vehicle and clean energy sector's growth potential. Gartner, Inc., a leading research and advisory company, represents 5.5% of his investments, indicating confidence in information technology and consulting services. Arch Capital Group Ltd, involved in insurance and finance, accounts for 4.9%, suggesting an interest in stable financial entities with growth prospects. CoStar Group, Inc., occupying 4.5% of the portfolio, highlights his investment in commercial real estate technology and analytics, underscoring an optimism in real estate digital transformation. Lastly, Idexx Laboratories, Inc., at 3.5%, reflects an investment in veterinary diagnostics and software, betting on the expanding pet healthcare sector. These stocks reveal Ron Baron’s approach towards diversifying across sectors poised for future growth, making his investment strategy insightful for those looking into robust portfolio development.
Track Baron, It's Free!Performance
1 Year
+14.81%
3 Years
-1.16%
5 Years
+71.67%
10 years
+163.29%
Sectors
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Largest Holdings
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Trades
Tesla Inc (TSLA)- Sector: Automobile Manufacturing
- % of Portfolio: 8.4%
- (Buy) $17.57 ― +916.6% →$178.65 (Now)
Gartner, Inc. (IT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.5%
- (Buy) $52.50 ― +795.2% →$470.00 (Now)
Arch Capital Group Ltd (ACGL)- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 4.9%
- (Buy) $16.78 ― +422.6% →$87.69 (Now)
Costar Group, Inc. (CSGP)- Sector: Software Publishers
- % of Portfolio: 4.4%
- (Buy) $14.53 ― +487.3% →$85.35 (Now)
Factset Research Systems Inc. (FDS)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 3.4%
- (Buy) $107.21 ― +335.8% →$467.26 (Now)
Idexx Laboratories, Inc. (IDXX)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 3.4%
- (Buy) $58.68 ― +859.8% →$563.22 (Now)
MSCI Inc (MSCI)- Sector: Miscellaneous Financial Investment Activities
- % of Portfolio: 3.3%
- (Buy) $54.59 ― +907.8% →$550.17 (Now)
Vail Resorts Inc. (MTN)- Sector: Hotels (except Casino Hotels) and Motels
- % of Portfolio: 2.9%
- (Buy) $79.60 ― +184.0% →$226.08 (Now)
Kinsale Capital Group Inc (KNSL)- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 2.7%
- (Buy) $67.46 ― +690.1% →$532.97 (Now)
Hyatt Hotels Corporation - Ordinary Shares - Class A (H)- Sector: Travel Agencies
- % of Portfolio: 2.2%
- (Buy) $49.59 ― +215.9% →$156.65 (Now)
Guidewire Software Inc (GWRE)- Sector: Software Publishers
- % of Portfolio: 2.0%
- (Buy) $54.17 ― +115.9% →$116.93 (Now)
Ansys Inc. - Registered Shares (ANSS)- Sector: Software Publishers
- % of Portfolio: 1.8%
- (Buy) $83.28 ― +307.5% →$339.37 (Now)
Red Rock Resorts Inc - Ordinary Shares - Class A (RRR)- Sector: Casinos (except Casino Hotels)
- % of Portfolio: 1.6%
- (Buy) $27.72 ― +109.1% →$57.96 (Now)
Choice Hotels International, Inc. (CHH)- Sector: Travel Agencies
- % of Portfolio: 1.5%
- (Buy) $41.59 ― +190.9% →$120.99 (Now)
Charles Schwab Corp. (SCHW)- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 1.5%
- (Buy) $25.73 ― +165.0% →$68.19 (Now)
NVIDIA Corp (NVDA)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.4%
- (Buy) $142.14 ― +552.0% →$926.69 (Now)
Vertiv Holdings Co - Ordinary Shares - Class A (VRT)- Sector: Optical Instrument and Lens Manufacturing
- % of Portfolio: 1.3%
- (Buy) $11.08 ― +550.4% →$72.09 (Now)
Primerica Inc (PRI)- Sector: Direct Life Insurance Carriers
- % of Portfolio: 1.3%
- (Buy) $33.42 ― +643.4% →$248.48 (Now)
Mettler-Toledo International, Inc. (MTD)- Sector: Analytical Laboratory Instrument Manufacturing
- % of Portfolio: 1.2%
- (Buy) $213.08 ― +533.8% →$1,350.46 (Now)
Bio-Techne Corp (TECH)- Sector: Biological Product (except Diagnostic) Manufacturing
- % of Portfolio: 1.1%
- (Buy) $190.66 ― -59.6% →$76.94 (Now)
Morningstar Inc (MORN)- Sector: Investment Advice
- % of Portfolio: 1.1%
- (Buy) $82.60 ― +276.2% →$310.74 (Now)
Iridium Communications Inc (IRDM)- Sector: Other Communications Equipment Manufacturing
- % of Portfolio: 1.1%
- (Buy) $17.51 ― +62.3% →$28.42 (Now)
Gaming and Leisure Properties Inc (GLPI)- Sector: Other Financial Vehicles
- % of Portfolio: 1.0%
- (Buy) $40.70 ― +12.0% →$45.58 (Now)
West Pharmaceutical Services, Inc. (WST)- Sector: Medical Laboratories
- % of Portfolio: 1.0%
- (Buy) $40.79 ― +788.0% →$362.16 (Now)
Icon Plc (ICLR)- Sector: Research and Development in Biotechnology
- % of Portfolio: 0.9%
- (Buy) $77.60 ― +338.1% →$340.00 (Now)
Verisk Analytics Inc (VRSK)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.9%
- (Buy) $64.59 ― +265.6% →$236.14 (Now)
Taiwan Semiconductor Manufacturing - ADR (TSM)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 0.9%
- (Buy) $57.52 ― +159.4% →$149.20 (Now)
Floor & Decor Holdings Inc - Ordinary Shares - Class A (FND)- Sector: Home Centers
- % of Portfolio: 0.8%
- (Buy) $56.10 ― +125.8% →$126.66 (Now)
SiteOne Landscape Supply Inc (SITE)- Sector: Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers
- % of Portfolio: 0.7%
- (Buy) $63.26 ― +183.3% →$179.23 (Now)
Ceridian HCM Holding Inc. (CDAY)- Sector: Payroll Services
- % of Portfolio: 0.7%
- (Buy) $46.28 ― +50.1% →$69.45 (Now)
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Average Buy Price |
Current Price |
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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
+14.81%
3 Years
-1.16%
5 Years
+71.67%
10 years
+163.29%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $148 Billion
- Dividend Yield 0.6 %
- Beta 1.2417
- P/E Ratio 81.33
- Negative P/E Ratio -197.96
- Profit Margin -0.93%
- PEG 214.55
- Price to Sales Ratio 8.17
- Price to Book Ratio 8.74
- Enterprise Value to EBIT: 102.62
- Enterprise Value to Revenue 10.64
- Total Debt to Enterprise Value 0.12
- Debt to Equity 0.6704
- Quarterly Earnings Growth (YoY) -
- Return on Equity 12.51%
- Return on Assets 8.53%
- Return on Invested Capital 15.67%
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, a notable investor, has strategically allocated his portfolio to maximize returns. His top investment is Tesla Inc, comprising 9.4% of the portfolio, showcasing his belief in the electric vehicle and clean energy sector's growth potential. Gartner, Inc., a leading research and advisory company, represents 5.5% of his investments, indicating confidence in information technology and consulting services. Arch Capital Group Ltd, involved in insurance and finance, accounts for 4.9%, suggesting an interest in stable financial entities with growth prospects. CoStar Group, Inc., occupying 4.5% of the portfolio, highlights his investment in commercial real estate technology and analytics, underscoring an optimism in real estate digital transformation. Lastly, Idexx Laboratories, Inc., at 3.5%, reflects an investment in veterinary diagnostics and software, betting on the expanding pet healthcare sector. These stocks reveal Ron Baron’s approach towards diversifying across sectors poised for future growth, making his investment strategy insightful for those looking into robust portfolio development.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Baron
Don't miss a trade. Get notified when Ron Baron makes his next trade, It's Free!