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.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Micron Technology IncMU · Q1 2026$337.84$1,048.51+$2.4M+210.4%$3.5M
SiTime CorporationSITM · Q1 2026$345.35$742.46+$46M+115.0%$87M
Voyager Technologies, Inc.VOYG · Q1 2026$23.39$48.59+$3.0M+107.7%$5.8M
Datadog IncDDOG · Q1 2026$118.05$231.68+$67M+96.3%$136M
Hinge Health, Inc.HNGE · Q1 2026$38.56$70.56+$36M+83.0%$80M
JFrog Ltd.FROG · Q1 2026$46.93$85.67+$24M+82.5%$53M
Lam Research Corporation - Common StockLRCX · Q1 2026$213.66$388.92+$20M+82.0%$45M
Palo Alto Networks IncPANW · Q1 2026$160.32$285.26+$2.2M+77.9%$5.1M
CrowdStrike Holdings IncCRWD · Q1 2026$390.41$680.92+$32M+74.4%$75M
Rambus IncRMBS · Q1 2026$86.03$148.66+$195k+72.8%$462k
AAON, Inc.AAON · Q1 2026$82.75$142.26+$50M+71.9%$120M
Coherent CorpCOHR · Q1 2026$238.21$401.93+$11M+68.7%$27M
indie Semiconductor, Inc.INDI · Q1 2026$3.22$5.16+$45M+60.2%$120M
Veradermics, IncorporatedMANE · Q1 2026$63.15$100.13+$2.2M+58.6%$6.0M
Revolution Medicines, Inc.RVMD · Q1 2026$97.25$153.00+$139k+57.3%$383k
Legence Corp. - Class A Common stockLGN · Q1 2026$56.46$88.00+$39M+55.9%$110M
Lattice Semiconductor CorporationLSCC · Q1 2026$92.76$142.90+$366k+54.1%$1.0M
Impinj IncPI · Q1 2026$102.68$157.79+$1.0k+53.7%$3.0k
QUALCOMM IncQCOM · Q1 2026$128.78$197.41+$275k+53.3%$790k
EnPro Industries, Inc.NPO · Q1 2026$250.65$379.65+$51M+51.5%$149M
Snowflake Inc.SNOW · Q1 2026$150.82$225.95+$30M+49.8%$90M
Monolithic Power Systems, Inc. - Common StockMPWR · Q1 2026$1,093.35$1,620.17+$33M+48.2%$102M
Rubrik, Inc.RBRK · Q1 2026$48.97$71.73+$6.3M+46.5%$20M
Atlassian Corp PLCTEAM · Q1 2026$68.25$97.89+$55k+43.4%$181k
Varonis Systems, Inc.VRNS · Q1 2026$21.47$30.24+$11M+40.8%$37M
Hilton Grand Vacations Inc.HGV · Q1 2026$39.12$54.67+$1.7M+39.7%$6.0M
GRAIL, Inc.GRAL · Q1 2026$51.68$71.42+$152k+38.2%$551k
Veracyte IncVCYT · Q1 2026$32.21$44.49+$8.0M+38.1%$29M
AndersenANDG · Q1 2026$27.20$37.38+$9.2M+37.4%$34M
Novanta IncNOVT · Q1 2026$118.11$161.51+$40M+36.7%$148M
Cognex CorporationCGNX · Q1 2026$48.99$66.70+$31M+36.2%$116M
Guardant Health, Inc.GH · Q1 2026$92.37$124.89+$1.0M+35.2%$4.0M
Heartflow, Inc. Common StockHTFL · Q1 2026$24.33$32.84+$33M+35.0%$126M
Hyatt Hotels Corporation Class A Common StockH · Q1 2026$143.79$193.72+$317M+34.7%$1.2B
Mercury Systems, Inc.MRCY · Q1 2026$72.91$97.11+$16M+33.2%$63M
ASML Holding NVASML · Q1 2026$1,320.83$1,749.04+$15M+32.4%$62M
Stevanato Group S.p.A.STVN · Q1 2026$13.75$18.07+$11M+31.4%$45M
Eli Lilly and Company Common StockLLY · Q1 2026$919.77$1,206.51+$24M+31.2%$103M
First Advantage CorporationFA · Q1 2026$11.76$15.35+$13M+30.5%$58M
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$337.95$440.83+$65M+30.4%$280M
Interactive Brokers Group IncIBKR · Q1 2026$67.07$87.35+$82M+30.2%$354M
Primo Brands CorpPRMB · Q1 2026$18.83$24.52+$12M+30.2%$54M
Marriott Vacations Worldwide CorporationVAC · Q1 2026$65.12$84.12+$4.1M+29.2%$18M
Morgan StanleyMS · Q1 2026$164.57$212.24+$434k+29.0%$1.9M
Arista Networks IncANET · Q1 2026$122.78$157.60+$3.6M+28.4%$17M
CareDx, Inc.CDNA · Q1 2026$17.36$22.16+$16M+27.6%$74M
REDDIT INCRDDT · Q1 2026$134.65$171.22+$101k+27.2%$473k
Penn National Gaming, Inc.PENN · Q1 2026$15.03$19.09+$8.5M+27.0%$40M
Solaris Energy Infrastructure, Inc. Class A Common StockSEI · Q1 2026$56.51$71.49+$584k+26.5%$2.8M
Block, Inc.XYZ · Q1 2026$60.18$75.68+$2.6M+25.8%$13M