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
Terreno Realty Corporation (TRNO)TRNO · Q1 2026$4.1M0.0%68k$66.75----
American Tower CorpAMT · Q1 2026$4.1M0.0%24k$174.46----
92686J10692686J106 · Q1 2026$4.1M0.0%125k------
Teva Pharmaceutical Industries LimitedTEVA · Q1 2026$3.9M0.0%130k$34.56----
Elanco Animal Health IncorporatedELAN · Q1 2026$3.9M0.0%163k$23.68----
Essex Property Trust IncESS · Q1 2026$3.9M0.0%16k$276.83----
SailPoint, Inc.SAIL · Q1 2026$3.9M0.0%293k$15.56----
Veradermics, IncorporatedMANE · Q1 2026$3.8M0.0%60k$100.13----
Clearwater Analytics Holdings, Inc.CWAN · Q1 2026$3.7M0.0%155k$24.42----
9.2343E+1069.2343E+106 · Q1 2026$3.6M0.0%14k------
Roivant Sciences Ltd.ROIV · Q1 2026$3.5M0.0%125k$32.21----
Ionis Pharmaceuticals, Inc.IONS · Q1 2026$3.4M0.0%45k$76.49----
Vertex Pharmaceuticals IncorporatedVRTX · Q1 2026$3.3M0.0%7.5k$442.96----
Natera, Inc.NTRA · Q1 2026$3.3M0.0%17k$213.47----
2.8176E+1122.8176E+112 · Q1 2026$3.3M0.0%41k------
Fiverr International Ltd OrdinaryFVRR · Q1 2026$3.3M0.0%328k$10.95----
Insmed IncorporatedINSM · Q1 2026$3.3M0.0%20k$106.40----
Merck & Co IncMRK · Q1 2026$3.0M0.0%25k$129.52$3.2M+7.67%
Guardant Health, Inc.GH · Q1 2026$3.0M0.0%32k$124.89----
Palo Alto Networks IncPANW · Q1 2026$2.9M0.0%18k$285.26----
Voyager Technologies, Inc.VOYG · Q1 2026$2.8M0.0%120k$48.59----
MADRIGAL PHARMACEUTICALS INCMDGL · Q1 2026$2.8M0.0%5.3k$527.67----
84741088474108 · Q1 2026$2.7M0.0%13k------
American Homes 4 Rent Common Shares of Beneficial InterestAMH · Q1 2026$2.6M0.0%94k$32.08----
Insulet CorpPODD · Q1 2026$2.4M0.0%11k$151.51----
Solaris Energy Infrastructure, Inc. Class A Common StockSEI · Q1 2026$2.2M0.0%39k$71.49----
Palantir Technologies IncPLTR · Q1 2026$1.9M0.0%13k$136.47----
Terns Pharmaceuticals, Inc.TERN · Q1 2026$1.8M0.0%35k$52.95----
Stryker CorpSYK · Q1 2026$1.8M0.0%5.5k$301.53----
Synopsys IncSNPS · Q1 2026$1.8M0.0%4.5k$454.38----
AbbVie IncABBV · Q1 2026$1.7M0.0%8.0k$261.07$2.1M+20.0%
Kymera Therapeutics, Inc.KYMR · Q1 2026$1.7M0.0%20k$81.70----
7.4366E+1067.4366E+106 · Q1 2026$1.6M0.0%15k------
H D F C Bank LtdHDB · Q1 2026$1.6M0.0%63k$23.01----
CYTOKINETICS INCCYTK · Q1 2026$1.5M0.0%23k$67.90----
Morgan StanleyMS · Q1 2026$1.5M0.0%9.1k$212.24----
Xenon Pharmaceuticals Inc.XENE · Q1 2026$1.5M0.0%25k$53.90----
Bank of America CorpBAC · Q1 2026$1.4M0.0%28k$58.73$1.7M+20.5%
ASCENDIS PHARMA A/SASNDUSD · Q1 2026$1.3M0.0%5.6k------
03770N10103770N101 · Q1 2026$1.3M0.0%15k------
Douglas Emmett, Inc.DEI · Q1 2026$1.2M0.0%124k$11.51----
Micron Technology IncMU · Q1 2026$1.1M0.0%3.3k$1,048.51----
Capital One Financial Corporation Common StockCOF · Q1 2026$1.1M0.0%6.0k$205.17----
Blackrock IncBLK · Q1 2026$1.1M0.0%1.1k$994.77----
M7518J104M7518J104 · Q1 2026$838k0.0%63k------
Henry (Jack) & Associates IncJKHY · Q1 2026$793k0.0%5.0k$136.26----
Berkshire Hathaway Inc.BRK-A · Q1 2026$718k0.0%1$760,590.00$761k+5.91%
The Progressive CorpPGR · Q1 2026$684k0.0%3.5k$215.69----
The Goldman Sachs Group IncGS · Q1 2026$677k0.0%800$1,045.00----
Lattice Semiconductor CorporationLSCC · Q1 2026$676k0.0%7.3k$142.90----
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