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 ValueWeightSharesLast PriceEst. ValueReturn
ARGEN-X SEARGX · Q1 2026$101M0.3%139k$882.41----
RBC Bearings IncRBC · Q1 2026$99M0.3%181k$590.97----
EnPro Industries, Inc.NPO · Q1 2026$98M0.3%392k$379.65----
Cloudflare, Inc.NET · Q1 2026$94M0.3%457k$223.30----
Heartflow, Inc. Common StockHTFL · Q1 2026$93M0.3%3.8M$32.84----
DraftKings Inc.DKNG · Q1 2026$91M0.3%4.2M$25.07----
TransDigm Group IncTDG · Q1 2026$91M0.3%79k$1,206.28----
Bright Horizons Family Solutions Inc.BFAM · Q1 2026$91M0.3%1.1M$62.53----
Planet Fitness IncPLNT · Q1 2026$89M0.3%1.2M$51.99----
HEICO CorporationHEI-A · Q1 2026$89M0.3%419k$261.65----
253868103253868103 · Q1 2026$87M0.3%485k------
Advanced Energy Industries, Inc.AEIS · Q1 2026$87M0.3%269k$353.32----
Procore Technologies, Inc.PCOR · Q1 2026$85M0.3%1.5M$40.10----
Cognex CorporationCGNX · Q1 2026$85M0.3%1.7M$66.70----
John Bean Technologies CorpJBT · Q1 2026$84M0.3%660k$125.32----
Gaming and Leisure Properties, Inc.GLPI · Q1 2026$82M0.2%1.8M$47.87----
Ventas, Inc.VTR · Q1 2026$82M0.2%998k$88.05----
Hilton Worldwide Holdings Inc. Common StockHLT · Q1 2026$81M0.2%265k$340.63----
Dynatrace, Inc.DT · Q1 2026$80M0.2%2.2M$38.91----
Alibaba Group Holding LimitedBABA · Q1 2026$80M0.2%636k$120.07----
Eli Lilly and CoLLY · Q1 2026$78M0.2%85k$1,210.50$103M+31.6%
CRH plcCRH.L · Q1 2026$78M0.2%739k------
The Macerich CompanyMAC · Q1 2026$77M0.2%4.1M$22.69----
Credicorp Ltd. (BAP)BAP · Q1 2026$75M0.2%222k$348.24----
indie Semiconductor, Inc.INDI · Q1 2026$75M0.2%23M$5.16----
MercadoLibre IncMELI · Q1 2026$74M0.2%43k$1,611.99----
Jones Lang LaSalle IncJLL · Q1 2026$73M0.2%241k$289.98----
Public StoragePSA · Q1 2026$72M0.2%267k$311.08----
ServiceTitan, Inc.TTAN · Q1 2026$71M0.2%1.1M$62.45----
Legence Corp. - Class A Common stockLGN · Q1 2026$70M0.2%1.2M$88.00----
AAON, Inc.AAON · Q1 2026$70M0.2%844k$142.26----
Datadog IncDDOG · Q1 2026$69M0.2%587k$231.68----
Monolithic Power Systems IncMPWR · Q1 2026$69M0.2%63k$1,620.17----
531229755531229755 · Q1 2026$68M0.2%800k------
Las Vegas Sands Corp. Common StockLVS · Q1 2026$66M0.2%1.2M$51.06----
Roper Technologies IncROP · Q1 2026$66M0.2%186k$316.62----
339750101339750101 · Q1 2026$65M0.2%1.3M------
Repligen Corporation - Common StockRGEN · Q1 2026$65M0.2%548k$113.17----
Jefferies Group LLCJEF · Q1 2026$63M0.2%1.5M$51.30----
HealthEquity IncHQY · Q1 2026$63M0.2%750k$86.56----
Fair Isaac CorporationFICO · Q1 2026$62M0.2%58k$1,207.34----
Snowflake Inc.SNOW · Q1 2026$60M0.2%398k$261.19----
The Baldwin Insurance Group, Inc. - Class A Common StockBWIN · Q1 2026$59M0.2%2.7M$19.39----
BillionToOne, Inc.BLLN · Q1 2026$59M0.2%741k$92.99----
CareDx, Inc.CDNA · Q1 2026$58M0.2%3.3M$22.16----
Casella Waste Systems, Inc.CWST · Q1 2026$57M0.2%718k$86.24----
Driven Brands Holdings Inc.DRVN · Q1 2026$57M0.2%4.5M$12.55----
Waystar Holding Corp.WAY · Q1 2026$56M0.2%2.3M$19.06----
Intapp, Inc. - Common StockINTA · Q1 2026$55M0.2%2.1M$24.22----
The Cheesecake Factory IncorporatedCAKE · Q1 2026$55M0.2%1.0M$64.95----
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