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
Full Truck Alliance Co. Ltd.YMM · Q1 2026$35M0.1%4.2M$8.61----
Stevanato Group S.p.A.STVN · Q1 2026$34M0.1%2.5M$18.07----
216648501216648501 · Q1 2026$33M0.1%455k------
64119N60864119N608 · Q1 2026$32M0.1%3.8M------
Exponent IncEXPO · Q1 2026$32M0.1%497k$57.08----
Taylor Morrison Home Corporation Common StockTMHC · Q1 2026$32M0.1%555k$71.44----
Wingstop Inc.WING · Q1 2026$32M0.1%208k$152.09----
Penn National Gaming, Inc.PENN · Q1 2026$31M0.1%2.1M$19.09----
Waste Connections, Inc. Common SharesWCN · Q1 2026$31M0.1%193k$153.71----
Zai Lab LimitedZLAB · Q1 2026$31M0.1%1.7M$18.69----
Simon Property Group, Inc.SPG · Q1 2026$31M0.1%166k$222.15----
nCino, Inc.NCNO · Q1 2026$31M0.1%2.1M$15.19----
Blackstone Mortgage Trust IncBXMT · Q1 2026$30M0.1%1.6M$18.58----
Codere Online Luxembourg, S.A.CDRO · Q1 2026$30M0.1%3.5M$9.39----
Veeva Systems IncVEEV · Q1 2026$30M0.1%168k$167.24----
Bio-Techne CorpTECH · Q1 2026$29M0.1%561k$52.65----
JFrog Ltd.FROG · Q1 2026$29M0.1%620k$85.67----
Once Upon A Farm PbcOFRM · Q1 2026$29M0.1%1.7M$14.93----
Avient Corporation Common StockAVNT · Q1 2026$28M0.1%778k$36.23----
Equity ResidentialEQR · Q1 2026$28M0.1%473k$67.34----
Microsoft CorpMSFT · Q1 2026$27M0.1%74k$390.49$29M+5.49%
Illumina, Inc.ILMN · Q1 2026$27M0.1%219k$150.17----
Varonis Systems, Inc.VRNS · Q1 2026$27M0.1%1.2M$30.24----
UDR IncUDR · Q1 2026$26M0.1%773k$38.39----
Nova Ltd.NVMI · Q1 2026$26M0.1%60k$521.93----
36164V80036164V800 · Q1 2026$26M0.1%688k------
ARCUTIS BIOTHERAPEUTICS INCARQT · Q1 2026$25M0.1%1.1M$21.15----
Willis Towers Watson Public Limited Company - Ordinary SharesWTW · Q1 2026$25M0.1%86k$258.12----
Lam Research CorpLRCX · Q1 2026$25M0.1%117k$388.92----
531229771531229771 · Q1 2026$25M0.1%317k------
SentinelOne, Inc.S · Q1 2026$25M0.1%1.9M$14.85----
CDW CorpCDW · Q1 2026$24M0.1%202k$114.19----
AndersenANDG · Q1 2026$24M0.1%900k$37.38----
Zscaler, Inc.ZS · Q1 2026$24M0.1%173k$124.38----
The Sherwin-Williams Co (2)SHW · Q1 2026$23M0.1%71k$299.55----
Mirion Technologies, Inc.MIR · Q1 2026$23M0.1%1.2M$16.96----
Afya LimitedAFYA · Q1 2026$22M0.1%1.5M$13.75----
iRhythm Technologies, Inc.IRTC · Q1 2026$22M0.1%184k$111.39----
KKR & Co IncKKR · Q1 2026$22M0.1%233k$90.13----
3.6831E+1123.6831E+112 · Q1 2026$22M0.1%2.2M------
05463X10605463X106 · Q1 2026$21M0.1%644k------
Veracyte IncVCYT · Q1 2026$21M0.1%656k$44.49----
TWFG, Inc. Common StockTWFG · Q1 2026$21M0.1%1.1M$18.57----
Pony AI Inc. American Depositary SharesPONY · Q1 2026$20M0.1%2.1M$9.74----
Tencent Music Entertainment GroupTME · Q1 2026$19M0.1%2.1M$9.21----
Brookfield Asset Management Ltd.BAM.TO · Q1 2026$18M0.1%398k------
64073B10364073B103 · Q1 2026$17M0.1%708k------
Grid Dynamics Holdings, Inc.GDYN · Q1 2026$17M0.1%3.0M$7.04----
893529107893529107 · Q1 2026$17M0.1%230k------
S&P Global IncSPGI · Q1 2026$17M0.1%39k$417.09----
Showing 151-200 of 326