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Holdings (Monthly) Guide ↗

Baron Asset Fund

· Baron Investment Funds Trust (F/K/A Baron Asset Fund)
Monthly Holdings $3.3B AUM 52 positions Period Mar 2026 Filed May 22, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 SPACE EXPLORATION TECH CORP 000000000 Mar 2026 96,298 $507.1M 15.29% EP
2 Space Exploration Technologies 000000000 Mar 2026 571,270 $300.8M 9.07% EC
3 Amphenol Corp 032095101 Mar 2026 1,398,270 $176.7M 5.33% EC
4 IDEXX Laboratories Inc 45168D104 Mar 2026 269,176 $151.2M 4.56% EC
5 Arch Capital Group Ltd 000000000 Mar 2026 1,523,417 $146.2M 4.41% EC
6 Quanta Services Inc 74762E102 Mar 2026 255,080 $140.0M 4.22% EC
7 Guidewire Software Inc 40171V100 Mar 2026 862,495 $129.0M 3.89% EC
8 Verisk Analytics Inc 92345Y106 Mar 2026 621,476 $117.9M 3.56% EC
9 Mettler-Toledo International Inc 592688105 Mar 2026 85,647 $108.0M 3.26% EC
10 Gartner Inc 366651107 Mar 2026 575,973 $91.2M 2.75% EC
11 Charles Schwab Corp/The 808513105 Mar 2026 868,394 $81.6M 2.46% EC
12 CoStar Group Inc 22160N109 Mar 2026 1,854,901 $74.8M 2.26% EC
13 Vertiv Holdings Co 92537N108 Mar 2026 290,000 $72.7M 2.19% EC
14 Hyatt Hotels Corp 448579102 Mar 2026 500,233 $71.9M 2.17% EC
15 CBRE Group Inc 12504L109 Mar 2026 496,323 $67.2M 2.03% EC
16 Roper Technologies Inc 776696106 Mar 2026 170,692 $60.4M 1.82% EC
17 Fair Isaac Corp 303250104 Mar 2026 51,047 $54.5M 1.64% EC
18 Rollins Inc 775711104 Mar 2026 905,558 $48.4M 1.46% EC
19 Equinix Inc 29444U700 Mar 2026 46,116 $45.2M 1.36% EC
20 Spotify Technology SA 000000000 Mar 2026 90,030 $43.7M 1.32% EC
21 Welltower Inc 95040Q104 Mar 2026 220,000 $43.5M 1.31% EC
22 Choice Hotels International Inc 169905106 Mar 2026 388,682 $40.2M 1.21% EC
23 TransUnion 89400J107 Mar 2026 575,500 $39.8M 1.20% EC
24 On Holding AG 000000000 Mar 2026 1,147,000 $39.0M 1.18% EC
25 Vail Resorts Inc 91879Q109 Mar 2026 298,231 $38.3M 1.15% EC
26 Space Exploration Technologies 000000000 Mar 2026 69,932 $36.8M 1.11% EC
27 Tradeweb Markets Inc 892672106 Mar 2026 311,189 $36.6M 1.10% EC
28 FactSet Research Systems Inc 303075105 Mar 2026 152,719 $33.1M 1.00% EC
29 Loar Holdings Inc 53947R105 Mar 2026 550,000 $31.5M 0.95% EC
30 Cooper Cos Inc/The 216648501 Mar 2026 411,198 $29.4M 0.89% EC
31 Procore Technologies Inc 74275K108 Mar 2026 515,000 $29.4M 0.89% EC
32 MSCI Inc 55354G100 Mar 2026 53,000 $28.6M 0.86% EC
33 Booz Allen Hamilton Holding Corp 099502106 Mar 2026 360,000 $28.1M 0.85% EC
34 SS&C Technologies Holdings Inc 78467J100 Mar 2026 403,076 $27.2M 0.82% EC
35 Samsara Inc 79589L106 Mar 2026 850,000 $26.9M 0.81% EC
36 Veeva Systems Inc 922475108 Mar 2026 146,728 $25.8M 0.78% EC
37 Forgent Power Solutions Inc 34631F102 Mar 2026 873,738 $25.6M 0.77% EC
38 Axon Enterprise Inc 05464C101 Mar 2026 60,000 $25.5M 0.77% EC
39 Willis Towers Watson PLC 000000000 Mar 2026 74,451 $21.6M 0.65% EC
40 CDW Corp/DE 12514G108 Mar 2026 175,011 $21.2M 0.64% EC
41 Birkenstock Holding Plc 000000000 Mar 2026 591,069 $21.2M 0.64% EC
42 DraftKings Inc 26142V105 Mar 2026 950,000 $20.5M 0.62% EC
43 Vulcan Materials Co 929160109 Mar 2026 70,000 $19.1M 0.57% EC
44 Repligen Corp 759916109 Mar 2026 144,000 $17.0M 0.51% EC
45 LPL Financial Holdings Inc 50212V100 Mar 2026 55,000 $16.5M 0.50% EC
46 ServiceTitan Inc 81764X103 Mar 2026 256,493 $16.3M 0.49% EC
47 Floor & Decor Holdings Inc 339750101 Mar 2026 300,000 $15.2M 0.46% EC
48 West Pharmaceutical Services Inc 955306105 Mar 2026 56,474 $14.2M 0.43% EC
49 Stubhub Holdings Inc 86384P109 Mar 2026 1,766,765 $11.0M 0.33% EC
50 Hilton Worldwide Holdings Inc 43300A203 Mar 2026 31,000 $9.4M 0.28% EC
51 IDEX Corp 45167R104 Mar 2026 33,460 $6.3M 0.19% EC
52 SKYRYSE INC 000000000 Mar 2026 277,529 $6.3M 0.19% EP