Ron Baron (Baron Capital) trim Morningstar Inc
Ron Baron (Baron Capital) trim $128.4M of disclosed value in Morningstar Inc.
Signal
Investor Move
Action
Trim
Capital
$128.4M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
363
New
36
Reduced/Sold
229
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | Reduced | $4.4B | 0.03% |
| CSGP | CoStar Group, Inc. | Reduced | $658.1M | 0.02% |
| IDXX | IDEXX Laboratories, Inc. | Reduced | $917.8M | 0.01% |
| FIGS | FIGS, Inc. | Increased | $885.6M | 0.01% |
| SHOP | Shopify Inc. | Increased | $559.7M | 0.01% |
| VRSK | Verisk Analytics, Inc. | Increased | $476.6M | 0.01% |
| CWAN | Clearwater Analytics Holdings, Inc. | Reduced | $3.7M | 0.01% |
| MORN | Morningstar, Inc. | Reduced | $128.4M | 0% |
| MSFT | Microsoft Corporation | Reduced | $27.3M | 0% |
| FPS | FORGENT POWER SOLUTIONS INC | New | $136.8M | 0% |
| EQIX | Equinix, Inc. | Increased | $239.2M | 0% |
| MSCI | MSCI Inc. | Reduced | $1.5B | 0% |
| IT | Gartner, Inc. | Reduced | $937M | 0% |
| ACGL | Arch Capital Group Ltd. | Reduced | $1.6B | 0% |
| JLL | Jones Lang LaSalle Incorporated | Reduced | $73.4M | 0% |
| INTA | INTAPP INC | Reduced | $55.1M | 0% |
| EXK | Endeavour Silver Corp. | Sold out | $0 | 0% |
| CHH | Choice Hotels International, Inc. | Increased | $796M | 0% |
| ONON | On Holding AG | Increased | $330.5M | 0% |
| BX | Blackstone Inc. | Reduced | $10.9M | 0% |