Long-term GrowthAs of 2026-03-31
Ron Baron
Baron Capital Group Inc
Founder of Baron Capital. Known for a growth investment strategy with 10-20+ year holding periods, also recognized as an early investor in Tesla. Managing $37B in assets.
$33.13BAUM
251Holdings
2026-03-31 Summary
6개 종목 신규 매수 (FPS, PSA, IRM 등) · 6개 종목 추가 매수 (RBRK, NTRA, JNJ 등) · 122개 비중 축소 · Top holding: TSLA 13.4%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준New Buy6
FPSFORGENT POWER SOLUTIONS INC$136.83M0.4%
PSAPUBLIC STORAGE OPER CO$72.28M0.2%
IRMIRON MTN INC DEL$53.65M0.2%
CZRCAESARS ENTERTAINMENT INC NE$43.43M0.1%
VISTVISTA ENERGY S.A.B. DE C.V.$40.02M0.1%
MGMMGM RESORTS INTERNATIONAL$36.88M0.1%
Holdings
251 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  TSLATESLA INC | 13.39% | 11,933,509 | $4.44B | +0.05% | Added |
| 2 |  ACGLARCH CAP GROUP LTD | 4.84% | 16,709,759 | $1.60B | -7.10% | Partial Sell |
| 3 |  MSCIMSCI INC | 4.39% | 2,699,389 | $1.45B | -2.05% | Partial Sell |
| 4 |  GWREGUIDEWIRE SOFTWARE INC | 2.98% | 6,597,453 | $986.72M | +28.17% | Added |
| 5 |  ITGARTNER INC | 2.83% | 5,917,616 | $937.00M | +40.46% | Added |
| 6 |  IDXXIDEXX LABS INC | 2.77% | 1,633,367 | $917.77M | -9.16% | Partial Sell |
| 7 |  HHYATT HOTELS CORP | 2.75% | 6,341,673 | $911.87M | +3.85% | Added |
| 8 |  FIGSFIGS INC | 2.67% | 59,959,449 | $885.60M | +0.00% | No Change |
| 9 |  FDSFACTSET RESH SYS INC | 2.46% | 3,756,587 | $815.14M | +30.04% | Added |
| 10 |  CHHCHOICE HOTELS INTL INC | 2.40% | 7,690,494 | $795.97M | +4.11% | Added |
FAQ
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