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Ron Baron profile
Ron Baron profile

Ron Baron

Baron Funds Holdings Strategy: Long Term Investor

Ron Baron is a renowned investor and the founder of Baron Funds, a leading investment management firm. With a focus on long-term growth, Baron Funds has built a diversified portfolio that spans various sectors and includes investments in well-established companies as well as promising up-and-coming ones. This page provides an in-depth overview of Ron Baron's investment strategy, the key holdings in Baron Funds' stock portfolio, and the performance of their investments. Discover valuable insights into the investment approach that has propelled Baron Funds to success and explore the companies that have captured Ron Baron's attention and trust. Stay informed and gain a deeper understanding of the world of investing with Ron Baron and Baron Funds.

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Ron Baron Funds Portfolio 2023

Performance

1 Year

+8.54%

3 Years

-5.11%

5 Years

+70.69%

10 years

+160.84%

Sectors

Largest Holdings

Trades

  • Tesla Inc Tesla Inc (TSLA)
  • Sector: Automobile Manufacturing
  • % of Portfolio: 11.8%
  • (Buy) $17.24 ― +1258.5% →$234.21 (Now)
Last trade: Q3 2023 Sold 0.2% shares
  • Gartner, Inc. Gartner, Inc. (IT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 5.7%
  • (Buy) $52.50 ― +715.8% →$428.34 (Now)
Last trade: Q3 2023 Sold 1.3% shares
  • Arch Capital Group Ltd Arch Capital Group Ltd (ACGL)
  • Sector: Direct Property and Casualty Insurance Carriers
  • % of Portfolio: 5.2%
  • (Buy) $16.63 ― +416.9% →$85.95 (Now)
Last trade: Q3 2023 Sold 0.3% shares
  • Costar Group, Inc. Costar Group, Inc. (CSGP)
  • Sector: Software Publishers
  • % of Portfolio: 4.6%
  • (Buy) $14.13 ― +493.5% →$83.85 (Now)
Last trade: Q3 2023 Increased shares by 0.5%
  • Factset Research Systems Inc. Factset Research Systems Inc. (FDS)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 3.6%
  • (Buy) $105.01 ― +335.9% →$457.76 (Now)
Last trade: Q3 2023 Increased shares by 0.3%
  • MSCI Inc MSCI Inc (MSCI)
  • Sector: Miscellaneous Financial Investment Activities
  • % of Portfolio: 3.4%
  • (Buy) $53.02 ― +888.3% →$523.97 (Now)
Last trade: Q3 2023 Increased shares by 0.7%
  • Idexx Laboratories, Inc. Idexx Laboratories, Inc. (IDXX)
  • Sector: Surgical and Medical Instrument Manufacturing
  • % of Portfolio: 3.2%
  • (Buy) $58.68 ― +715.1% →$478.33 (Now)
Last trade: Q3 2023 Sold 1.7% shares
  • Vail Resorts Inc. Vail Resorts Inc. (MTN)
  • Sector: Hotels (except Casino Hotels) and Motels
  • % of Portfolio: 3.0%
  • (Buy) $74.97 ― +201.7% →$226.17 (Now)
Last trade: Q3 2023 Increased shares by 1.1%
  • Kinsale Capital Group Inc Kinsale Capital Group Inc (KNSL)
  • Sector: Direct Property and Casualty Insurance Carriers
  • % of Portfolio: 2.0%
  • (Buy) $67.46 ― +437.7% →$362.71 (Now)
Last trade: Q3 2023 Sold 3.4% shares
Last trade: Q3 2023 Increased shares by 0.1%
  • Guidewire Software Inc Guidewire Software Inc (GWRE)
  • Sector: Software Publishers
  • % of Portfolio: 1.7%
  • (Buy) $53.55 ― +81.4% →$97.12 (Now)
Last trade: Q3 2023 Increased shares by 0.6%
Last trade: Q3 2023 Increased shares by 0.6%
  • Iridium Communications Inc Iridium Communications Inc (IRDM)
  • Sector: Other Communications Equipment Manufacturing
  • % of Portfolio: 1.5%
  • (Buy) $17.51 ― +113.2% →$37.32 (Now)
Last trade: Q3 2023 Increased shares by 0.4%
Last trade: Q3 2023 Increased shares by 0.2%
  • Charles Schwab Corp. Charles Schwab Corp. (SCHW)
  • Sector: Investment Banking and Securities Dealing
  • % of Portfolio: 1.3%
  • (Buy) $25.67 ― +117.9% →$55.93 (Now)
Last trade: Q3 2023 Increased shares by 0.5%
Last trade: Q3 2023 Increased shares by 10.8%
  • Primerica Inc Primerica Inc (PRI)
  • Sector: Direct Life Insurance Carriers
  • % of Portfolio: 1.2%
  • (Buy) $33.42 ― +529.7% →$210.48 (Now)
Last trade: Q3 2023 Sold 1.1% shares
Last trade: Q3 2023 Sold 0.1% shares
Last trade: Q3 2023 Sold 1.0% shares
  • Morningstar Inc Morningstar Inc (MORN)
  • Sector: Investment Advice
  • % of Portfolio: 1.0%
  • (Buy) $82.60 ― +234.7% →$276.45 (Now)
Last trade: Q3 2023 Increased shares by 8.0%
Last trade: Q3 2023 Sold 0.6% shares
  • Bio-Techne Corp Bio-Techne Corp (TECH)
  • Sector: Biological Product (except Diagnostic) Manufacturing
  • % of Portfolio: 1.0%
  • (Buy) $190.66 ― -66.7% →$63.58 (Now)
Last trade: Q3 2023 Sold 0.1% shares
  • Verisk Analytics Inc Verisk Analytics Inc (VRSK)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 0.9%
  • (Buy) $63.40 ― +278.6% →$240.03 (Now)
Last trade: Q3 2023 Increased shares by 0.1%
  • Vertiv Holdings Co - Class A Vertiv Holdings Co - Class A (VRT)
  • Sector: Optical Instrument and Lens Manufacturing
  • % of Portfolio: 0.9%
  • (Buy) $11.08 ― +292.7% →$43.52 (Now)
Last trade: Q3 2023 Sold 7.2% shares
  • NVIDIA Corp NVIDIA Corp (NVDA)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 0.9%
  • (Buy) $142.14 ― +242.7% →$487.16 (Now)
Last trade: Q3 2023 Increased shares by 12.9%
  • Icon Plc Icon Plc (ICLR)
  • Sector: Research and Development in Biotechnology
  • % of Portfolio: 0.8%
  • (Buy) $77.53 ― +250.7% →$271.92 (Now)
Last trade: Q3 2023 Sold 0.1% shares
Last trade: Q3 2023 Sold 29.5% shares
Last trade: Q3 2023 Increased shares by 0.7%
Last trade: Q3 2023 Sold 4.4% shares
Last trade: Q3 2023 Sold 5.2% shares
Stock % of
portfolio 		Average
Buy Price 		Current
Price 		Position

Options

Can't find any put or calls that Ron Baron has in Baron Funds

Average Portfolio Company Metrics

  • Market Cap: $148 Billion
  • Dividend Yield 0.64 %
  • Beta 1.242
  • P/E Ratio 72.75
  • Negative P/E Ratio -84.53
  • Profit Margin 2.60%
  • PEG 295.23
  • Price to Sales Ratio 7.58
  • Price to Book Ratio 8.47
  • Enterprise Value to EBIT: 31.54
  • Enterprise Value to Revenue 8.5
  • Total Debt to Enterprise Value 0.13
  • Debt to Equity 0.7583
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity 13.46%
  • Return on Assets 7.89%
  • Return on Invested Capital 15.76%

About Ron Baron Funds

Ron Baron is a renowned investor and the founder of Baron Funds, a leading investment management firm. With a focus on long-term growth, Baron Funds has built a diversified portfolio that spans various sectors and includes investments in well-established companies as well as promising up-and-coming ones. This page provides an in-depth overview of Ron Baron's investment strategy, the key holdings in Baron Funds' stock portfolio, and the performance of their investments. Discover valuable insights into the investment approach that has propelled Baron Funds to success and explore the companies that have captured Ron Baron's attention and trust. Stay informed and gain a deeper understanding of the world of investing with Ron Baron and Baron Funds.

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