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). 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.

Latest Holdings

HoldingReported ValueWeightSharesCurrent PriceEst. ValueReturn
Home Depot, Inc. (The) Common StockHD · Q1 2026$658k0.0%2.0k$357.90$716k+8.82%
Medline Inc.MDLN · Q1 2026$623k0.0%14k$37.77$529k-15.1%
Abivax S.A.ABVX · Q1 2026$612k0.0%5.5k$129.73$714k+16.5%
Robinhood Markets IncHOOD · Q1 2026$535k0.0%7.7k$85.04$657k+22.7%
QUALCOMM IncorporatedQCOM · Q1 2026$515k0.0%4.0k$197.41$790k+53.3%
Ferrari NVRACE · Q1 2026$509k0.0%1.5k$351.57$528k+3.88%
Equifax IncEFX · Q1 2026$487k0.0%2.7k$167.89$454k-6.76%
Churchill Downs IncCHDN · Q1 2026$467k0.0%5.2k$86.88$452k-3.28%
CarMax IncKMX · Q1 2026$452k0.0%11k$47.50$517k+14.2%
Chipotle Mexican Grill IncCMG · Q1 2026$442k0.0%14k$29.27$404k-8.56%
GRAIL, Inc.GRAL · Q1 2026$399k0.0%7.7k$71.42$551k+38.2%
Hamilton Lane IncorporatedHLNE · Q1 2026$398k0.0%4.0k$90.49$362k-8.96%
Robert Half International IncRHI · Q1 2026$396k0.0%16k$27.13$423k+6.81%
REDDIT INCRDDT · Q1 2026$372k0.0%2.8k$171.22$473k+27.2%
74144T10874144T108 · Q1 2026$361k0.0%4.0k------
BWX Technologies IncBWXT · Q1 2026$333k0.0%1.6k$187.46$305k-8.33%
Rambus IncRMBS · Q1 2026$268k0.0%3.1k$148.66$462k+72.8%
Revolution Medicines, Inc.RVMD · Q1 2026$243k0.0%2.5k$153.00$383k+57.3%
Manhattan Associates IncMANH · Q1 2026$206k0.0%1.6k$138.55$215k+4.08%
Atlassian Corp PLCTEAM · Q1 2026$126k0.0%1.8k$97.89$181k+43.4%
MP Materials Corp.MP · Q1 2026$118k0.0%2.5k$53.45$131k+10.8%
SBA Communications CorpSBAC · Q1 2026$103k0.0%600$200.20$120k+16.3%
Watsco, Inc. Common StockWSO · Q1 2026$83k0.0%227$380.95$86k+4.72%
APPLOVIN CORPAPP · Q1 2026$71k0.0%179$496.77$89k+24.8%
BioNTech SE - American Depositary SharesBNTX · Q1 2026$69k0.0%776$93.00$72k+4.64%
Impinj IncPI · Q1 2026$2.0k0.0%19$157.79$3.0k+53.7%
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