Ron Baron

Baron Capital

Ron Baron (Baron Capital) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Ron Baron (Baron Capital) portfolio page tracks Baron Capital holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Baron Capital owns and how disclosed positions change over time. Ron Baron (Baron Capital)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Tesla Inc (TSLA), CoStar Group, Inc. (CSGP), IDEXX Laboratories Inc (IDXX), FIGS, Inc. (FIGS), and Shopify Inc Class A subordinate voting shares (SHOP). Investors use Baron Capital 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
FactSet Research Systems IncFDS$317.2MAddQ4 2025 13F$317M$281.32$246.38
CoStar Group, Inc.CSGP$-313.5MTrimQ4 2025 13F$314M--$29.81
FIGS, Inc.FIGS$280.2MAddQ4 2025 13F$280M--$12.72
MSCI IncMSCI$222.6MAddQ4 2025 13F$223M--$602.94
Vail Resorts, Inc.MTN$-214.2MTrimQ4 2025 13F$214M--$131.20
Gaming and Leisure Properties, Inc.GLPI$-156.7MTrimQ4 2025 13F$157M--$47.87
Guidewire Software IncGWRE$-153.4MTrimQ4 2025 13F$153M--$133.27
LIBERTY MEDIA LIBERTY LIVELLYVK$-141.5MExitQ4 2025 13F$141M$84.78$103.82
Ron Baron (Baron Capital) other Unmapped 13F securityPORTFOLIO$134M1.6M sharesOtherQ4 2025 13F$134M$83.16--
Choice Hotels International, Inc.CHH$130.6MAddQ4 2025 13F$131M--$115.00
Spotify Technology S.A. Ordinary SharesSPOT$-111.0MTrimQ4 2025 13F$111M$611.51$503.13
Hyatt Hotels Corporation Class A Common StockH$110.9MAddQ4 2025 13F$111M--$193.72
Cohen & Steers Inc Common StockCNS$-103.0MTrimQ4 2025 13F$103M--$73.71
Primerica IncPRI$-98.3MTrimQ4 2025 13F$98M--$263.01
Kratos Defense & Security Solutions, Inc.KTOS$-84.8MTrimQ4 2025 13F$85M--$56.16
Ventas, Inc.VTR$82.4MAddQ4 2025 13F$82M$76.90$88.05
TREX CO INCTREX$-82.1MExitQ4 2025 13F$82M--$41.53
Integer Holdings CorporationITGR$-79.2MExitQ4 2025 13F$79M--$88.97
Duolingo, Inc.DUOL$-78.4MExitQ4 2025 13F$78M--$107.82
Gartner IncIT$-73.3MTrimQ4 2025 13F$73M--$159.97
The Trade Desk IncTTD$-69.2MTrimQ4 2025 13F$69M$54.09$19.27
Bio-Techne CorpTECH$-67.9MTrimQ4 2025 13F$68M$62.81$52.65
Kinsale Capital Group, Inc.KNSL$-64.0MTrimQ4 2025 13F$64M--$306.07
Vertiv Holdings CoVRT$-62.0MTrimQ4 2025 13F$62M$168.58$300.57
Skyline Champion CorpSKY$61.3MOtherQ4 2025 13F$61M--$74.12
Morningstar IncMORN$-58.3MTrimQ4 2025 13F$58M$216.57$181.51
Vornado Realty TrustVNO$-57.1MExitQ4 2025 13F$57M--$33.31
American Tower CorpAMT$-55.7MTrimQ4 2025 13F$56M$181.97$174.46
Mettler-Toledo International, Inc. Common StockMTD$-55.4MTrimQ4 2025 13F$55M$1,381.37$1,093.84
Tesla IncTSLA$50.7MAddQ4 2025 13F$51M$443.29$379.71
ON HOLDING AGONON$50.2MAddQ4 2025 13F$50M--$39.62
Clearwater Analytics Holdings, Inc.CWAN$50.2MAddQ4 2025 13F$50M--$24.42
Ron Baron (Baron Capital) add Unmapped 13F securityPORTFOLIO$119M880.1k sharesAddQ4 2025 13F$49M$135.72--
Novanta IncNOVT$48.7MAddQ4 2025 13F$49M$108.76$161.51
Amazon.com IncAMZN$46.0MAddQ4 2025 13F$46M$228.79$232.69
Waystar Holding Corp.WAY$45.6MOtherQ4 2025 13F$46M$35.62$19.06
Iron Mountain IncIRM$-44.5MExitQ4 2025 13F$45M$78.86$127.01
Casella Waste Systems, Inc.CWST$43.7MOtherQ4 2025 13F$44M--$86.24
Prologis IncPLD$39.5MAddQ4 2025 13F$39M--$142.78
Mercury Systems, Inc.MRCY$-39.2MTrimQ4 2025 13F$39M--$97.11
Fortune Brands Innovations IncFBIN$38.7MOtherQ4 2025 13F$39M$50.27$39.45
Veeva Systems IncVEEV$-38.5MTrimQ4 2025 13F$39M--$167.24
Ron Baron (Baron Capital) add Unmapped 13F securityPORTFOLIO$326M8M sharesAddQ4 2025 13F$38M$40.90--
Repligen Corporation - Common StockRGEN$38.2MAddQ4 2025 13F$38M--$113.17
Coupang, Inc. Class A Common StockCPNG$-37.8MTrimQ4 2025 13F$38M--$17.58
Taylor Morrison Home Corporation Common StockTMHC$-37.4MTrimQ4 2025 13F$37M--$71.44
Houlihan Lokey, Inc. Class A Common StockHLI$-36.3MTrimQ4 2025 13F$36M--$137.10
Dayforce, Inc. Common StockDAY$-36.0MExitQ4 2025 13F$36M--$69.86
Intapp, Inc. - Common StockINTA$34.7MAddQ4 2025 13F$35M$42.28$24.22
JFrog Ltd.FROG$34.2MAddQ4 2025 13F$34M--$85.67
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Ron Baron History Trades | TradingNote