Holdings (Monthly)
Guide ↗
Baron Opportunity Fund
· Baron Investment Funds Trust (F/K/A Baron Asset Fund)| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | 67066G104 | Mar 2026 | 1,229,900 | $214.5M | 13.26% | EC |
| 2 | Space Exploration Technologies | 000000000 | Mar 2026 | 202,952 | $106.9M | 6.61% | EC |
| 3 | Broadcom Inc | 11135F101 | Mar 2026 | 328,400 | $101.6M | 6.28% | EC |
| 4 | Amazon.com Inc | 023135106 | Mar 2026 | 485,500 | $101.1M | 6.25% | EC |
| 5 | SPACE EXPLORATION TECH CORP | 000000000 | Mar 2026 | 18,519 | $97.5M | 6.03% | EP |
| 6 | Tesla Inc | 88160R101 | Mar 2026 | 235,200 | $87.4M | 5.41% | EC |
| 7 | Spotify Technology SA | 000000000 | Mar 2026 | 132,500 | $64.3M | 3.97% | EC |
| 8 | Meta Platforms Inc | 30303M102 | Mar 2026 | 109,200 | $62.5M | 3.86% | EC |
| 9 | Alphabet Inc | 02079K305 | Mar 2026 | 214,000 | $61.5M | 3.80% | EC |
| 10 | Eli Lilly & Co | 532457108 | Mar 2026 | 59,900 | $55.1M | 3.41% | EC |
| 11 | Space Exploration Technologies | 000000000 | Mar 2026 | 83,588 | $44.0M | 2.72% | EC |
| 12 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | Mar 2026 | 122,200 | $41.3M | 2.55% | EC |
| 13 | Argenx SE | 04016X101 | Mar 2026 | 46,869 | $34.2M | 2.12% | EC |
| 14 | Visa Inc | 92826C839 | Mar 2026 | 99,800 | $30.2M | 1.86% | EC |
| 15 | Samsara Inc | 79589L106 | Mar 2026 | 933,000 | $29.6M | 1.83% | EC |
| 16 | Mastercard Inc | 57636Q104 | Mar 2026 | 56,400 | $28.2M | 1.74% | EC |
| 17 | GDS Holdings Ltd | 36165L108 | Mar 2026 | 622,000 | $25.1M | 1.55% | EC |
| 18 | Shopify Inc | 82509L107 | Mar 2026 | 209,200 | $24.8M | 1.53% | EC |
| 19 | Guidewire Software Inc | 40171V100 | Mar 2026 | 152,100 | $22.7M | 1.41% | EC |
| 20 | Datadog Inc | 23804L103 | Mar 2026 | 186,000 | $22.0M | 1.36% | EC |
| 21 | Cloudflare Inc | 18915M107 | Mar 2026 | 105,600 | $21.8M | 1.35% | EC |
| 22 | Monolithic Power Systems Inc | 609839105 | Mar 2026 | 19,500 | $21.3M | 1.32% | EC |
| 23 | indie Semiconductor Inc | 45569U101 | Mar 2026 | 6,500,000 | $20.9M | 1.29% | EC |
| 24 | Forgent Power Solutions Inc | 34631F102 | Mar 2026 | 691,290 | $20.2M | 1.25% | EC |
| 25 | Intuitive Surgical Inc | 46120E602 | Mar 2026 | 41,105 | $18.9M | 1.17% | EC |
| 26 | Snowflake Inc | 833445109 | Mar 2026 | 119,100 | $18.0M | 1.11% | EC |
| 27 | CoStar Group Inc | 22160N109 | Mar 2026 | 443,730 | $17.9M | 1.11% | EC |
| 28 | Axon Enterprise Inc | 05464C101 | Mar 2026 | 39,900 | $16.9M | 1.05% | EC |
| 29 | HeartFlow Inc | 42238D107 | Mar 2026 | 652,259 | $15.9M | 0.98% | EC |
| 30 | Hinge Health Inc | 433313103 | Mar 2026 | 356,785 | $13.8M | 0.85% | EC |
| 31 | Quanta Services Inc | 74762E102 | Mar 2026 | 25,000 | $13.7M | 0.85% | EC |
| 32 | Gartner Inc | 366651107 | Mar 2026 | 82,887 | $13.1M | 0.81% | EC |
| 33 | On Holding AG | 000000000 | Mar 2026 | 382,000 | $13.0M | 0.80% | EC |
| 34 | ServiceNow Inc | 81762P102 | Mar 2026 | 120,500 | $12.6M | 0.78% | EC |
| 35 | ASML Holding NV | 000000000 | Mar 2026 | 9,400 | $12.4M | 0.77% | EC |
| 36 | Lam Research Corp | 512807306 | Mar 2026 | 53,200 | $11.4M | 0.70% | EC |
| 37 | Rubrik Inc | 781154109 | Mar 2026 | 220,500 | $10.8M | 0.67% | EC |
| 38 | Lumentum Holdings Inc | 55024U109 | Mar 2026 | 15,000 | $10.5M | 0.65% | EC |
| 39 | Arista Networks Inc | 040413205 | Mar 2026 | 83,097 | $10.2M | 0.63% | EC |
| 40 | Charles Schwab Corp/The | 808513105 | Mar 2026 | 106,000 | $10.0M | 0.62% | EC |
| 41 | Coherent Corp | 19247G107 | Mar 2026 | 40,000 | $9.5M | 0.59% | EC |
| 42 | Zscaler Inc | 98980G102 | Mar 2026 | 58,500 | $8.2M | 0.51% | EC |
| 43 | Billiontoone Inc | 090168105 | Mar 2026 | 87,803 | $6.9M | 0.43% | EC |
| 44 | Via Transportation Inc | 92556W104 | Mar 2026 | 350,577 | $5.3M | 0.33% | EC |
| 45 | Welltower Inc | 95040Q104 | Mar 2026 | 21,000 | $4.2M | 0.26% | EC |
| 46 | Crowdstrike Holdings Inc | 22788C105 | Mar 2026 | 10,000 | $3.9M | 0.24% | EC |
| 47 | Netskope Inc | 64119N608 | Mar 2026 | 278,138 | $2.4M | 0.15% | EC |
| 48 | FARMERS BUSINESS NETWORK | 000000000 | Mar 2026 | 615,761 | $2.1M | 0.13% | EC |
| 49 | FARMERS BUSINESS NETWORK | 000000000 | Mar 2026 | 37,254 | $685K | 0.04% | EP |
| 50 | FARMERS BUSINESS NETWORK COMMO | 000000000 | Mar 2026 | 182,067 | $339K | 0.02% | EC |