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.

Latest Trades

CompanyValueActionChangePriceCurrent Price
Costco Wholesale Corporation - Common StockCOST$6.3M6.3k sharesAddQ1 2026 13F$851k$992.30$974.75
SiTime CorporationSITM$40M117k sharesTrimQ1 2026 13F$752k$374.06$742.46
Roivant Sciences Ltd.ROIV$3.5M125k sharesAddQ1 2026 13F$750k$25.69$32.21
PDD Holdings Inc. - American Depositary SharesPDD$6.3M61.9k sharesTrimQ1 2026 13F$744k$102.20$82.62
Enerpac Tool Group CorpEPAC$16M447.6k sharesTrimQ1 2026 13F$738k$39.98$34.46
Prologis IncPLD$141M1.1M sharesTrimQ1 2026 13F$721k$135.88$142.78
Tenet Healthcare CorpTHC$-695.5KExitQ1 2026 13F$696k$221.11$163.01
Micron Technology IncMU$1.1M3.3k sharesTrimQ1 2026 13F$682k$391.72$1,048.51
Medline Inc.MDLN$623k14k sharesOtherQ1 2026 13F$623k$44.50$37.77
Hilton Grand Vacations Inc.HGV$4.3M110.2k sharesTrimQ1 2026 13F$620k$39.12$54.67
EastGroup Properties, Inc.EGP$16M84.6k sharesAddQ1 2026 13F$588k$185.09$205.67
Extra Space Storage IncEXR$7.9M60k sharesTrimQ1 2026 13F$561k$144.34$144.43
Ionis Pharmaceuticals, Inc.IONS$3.4M45k sharesAddQ1 2026 13F$531k$78.92$76.49
Ferrari NVRACE$509k1.5k sharesAddQ1 2026 13F$472k$350.10$351.57
Churchill Downs IncCHDN$467k5.2k sharesOtherQ1 2026 13F$467k$89.83$86.88
Ron Baron (Baron Capital) exit Unmapped 13F securityPORTFOLIO$-398.3KExitQ1 2026 13F$398k----
Lattice Semiconductor CorporationLSCC$676k7.3k sharesAddQ1 2026 13F$395k$93.93$142.90
Capital One Financial Corporation Common StockCOF$1.1M6k sharesTrimQ1 2026 13F$392k$194.62$204.00
Ron Baron (Baron Capital) add Unmapped 13F securityPORTFOLIO$3.3M41.2k sharesAddQ1 2026 13F$388k$80.08--
Ron Baron (Baron Capital) trim Unmapped 13F securityPORTFOLIO$4.1M125.5k sharesTrimQ1 2026 13F$343k$32.54--
Voyager Technologies, Inc.VOYG$2.8M120k sharesTrimQ1 2026 13F$330k$23.39$48.59
Morgan StanleyMS$1.5M9.1k sharesAddQ1 2026 13F$326k$165.97$212.24
Agilysys, Inc.AGYS$15M206.4k sharesAddQ1 2026 13F$322k$71.14$79.37
Exponent IncEXPO$32M496.7k sharesTrimQ1 2026 13F$295k$65.25$57.08
Rambus IncRMBS$268k3.1k sharesOtherQ1 2026 13F$268k$99.79$148.66
GRAIL, Inc.GRAL$399k7.7k sharesTrimQ1 2026 13F$262k$51.68$71.42
Ron Baron (Baron Capital) add Unmapped 13F securityPORTFOLIO$26M688.4k sharesAddQ1 2026 13F$259k$37.21--
Boyd Gaming CorporationBYD$6.5M79.7k sharesTrimQ1 2026 13F$244k$82.18$82.22
Revolution Medicines, Inc. WarrantRVMDW$243.1KOtherQ1 2026 13F$243k--$6.90
Ryan Specialty Holdings, Inc.RYAN$-238.6KExitQ1 2026 13F$239k--$32.71
Douglas Emmett, Inc.DEI$1.2M124.4k sharesTrimQ1 2026 13F$195k$9.42$11.51
REDDIT INCRDDT$372k2.8k sharesAddQ1 2026 13F$189k$140.12$171.22
BWX Technologies IncBWXT$333k1.6k sharesAddQ1 2026 13F$184k$203.08$187.46
Ron Baron (Baron Capital) add Unmapped 13F securityPORTFOLIO$2.7M13.4k sharesAddQ1 2026 13F$184k$202.98--
Terreno Realty Corporation (TRNO)TRNO$4.1M67.5k sharesAddQ1 2026 13F$183k$61.42$66.75
Teva Pharmaceutical Industries LimitedTEVA$3.9M130k sharesAddQ1 2026 13F$170k$30.12$34.56
QUALCOMM IncQCOM$515k4k sharesTrimQ1 2026 13F$169k$145.96$197.41
Jack Henry & Associates, Inc.JKHY$793k5k sharesTrimQ1 2026 13F$140k$171.28$136.26
Texas Roadhouse, Inc.TXRH$52M315.7k sharesTrimQ1 2026 13F$137k$165.14$181.49
Equifax IncEFX$487k2.7k sharesTrimQ1 2026 13F$135k$191.46$167.89
The Progressive CorpPGR$684k3.5k sharesTrimQ1 2026 13F$131k$206.39$215.69
MP Materials Corp.MP$118k2.5k sharesOtherQ1 2026 13F$118k$59.81$53.45
Insulet CorpPODD$2.4M11.2k sharesAddQ1 2026 13F$115k$236.22$151.51
Hamilton Lane IncorporatedHLNE$398k4k sharesAddQ1 2026 13F$114k$99.40$90.49
Chipotle Mexican Grill IncCMG$442k13.8k sharesAddQ1 2026 13F$112k$35.26$29.27
Kymera Therapeutics, Inc.KYMR$1.7M20k sharesAddQ1 2026 13F$110k$83.29$81.70
Xenon Pharmaceuticals Inc.XENE$1.5M25k sharesAddQ1 2026 13F$109k$58.15$53.90
ASCENDIS PHARMA A/SASNDUSD$1.3M5.6k sharesAddQ1 2026 13F$87k$228.73--
APPLOVIN CORPAPP$71k179 sharesOtherQ1 2026 13F$71k$435.42$496.77
Manhattan Associates IncMANH$206k1.6k sharesTrimQ1 2026 13F$62k$133.12$138.55
Showing 301-350 of 363
Ron Baron Latest Trades - Page 7 | TradingNote