Baron Capital

Ron Baron

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

326

Market Value

$33.1B

Portfolio Analysis

AIPreview
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I. Institutional Overview

Baron Capital, under the legendary leadership of Ron Baron, represents one of the most distinctive and disciplined investment philosophies in the modern financial landscape. As of the first quarter of 2026, specifically the snapshot date of March 31, 2026, the institution manages a reported portfolio value of approximately $33.13 billion. This scale places...

The psychological portrait of Baron Capital is one of "patient capital." With 326 holdings in its portfolio, the institution might appear diversified at first glance. However, a deeper look at the concentration of its top positions reveals a "core-and-satellite" structure. Ron Baron is famous for his "owner-operator" mentality, often holding stocks for...

The scale of the institution has shown a characteristic stability. Despite the inherent volatility in growth-oriented equities, the reported value of over $33 billion indicates that Baron Capital is not in a state of retreat. Instead, it is in a state of "dynamic equilibrium." The institution is neither aggressively hoarding cash nor recklessly expanding...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
TSLA13.4%14.5%14.1%11.2%
ACGL4.8%4.7%4.5%4.9%
MSCI4.4%4.3%3.6%3.4%
GWRE3.0%2.8%3.1%3.6%
IT2.8%2.9%3.0%4.0%
IDXX2.8%3.3%3.2%3.0%
H2.8%2.6%2.3%-
FIGS2.7%---
FDS2.5%2.3%-2.7%
CHH2.4%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

TSLA+7.37%
NVDA+17.47%
H+37.60%
VRT+18.88%
MSCI+10.26%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

GWRE-20.75%
FIGS-23.63%
CSGP-19.06%
SHOP-6.87%
KNSL-9.07%

Sector Analysis

Others0.8%
Materials0.7%
Financials21.2%
Healthcare7.2%
Technology17.4%
Industrials8.3%
Real Estate6.6%
Consumer Staples0.2%