Holdings (Monthly)
Guide ↗
Baron Durable Advantage Fund
· Baron Investment Funds Trust (F/K/A Baron Asset Fund)| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | 67066G104 | Mar 2026 | 228,416 | $39.8M | 8.25% | EC |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | Mar 2026 | 113,945 | $38.5M | 7.97% | EC |
| 3 | Amazon.com Inc | 023135106 | Mar 2026 | 161,969 | $33.7M | 6.99% | EC |
| 4 | Alphabet Inc | 02079K107 | Mar 2026 | 116,092 | $33.3M | 6.90% | EC |
| 5 | Meta Platforms Inc | 30303M102 | Mar 2026 | 57,053 | $32.6M | 6.76% | EC |
| 6 | Monolithic Power Systems Inc | 609839105 | Mar 2026 | 22,273 | $24.4M | 5.04% | EC |
| 7 | Broadcom Inc | 11135F101 | Mar 2026 | 77,086 | $23.9M | 4.94% | EC |
| 8 | Microsoft Corp | 594918104 | Mar 2026 | 63,628 | $23.6M | 4.88% | EC |
| 9 | Visa Inc | 92826C839 | Mar 2026 | 64,967 | $19.6M | 4.07% | EC |
| 10 | Welltower Inc | 95040Q104 | Mar 2026 | 80,512 | $15.9M | 3.30% | EC |
| 11 | MSCI Inc | 55354G100 | Mar 2026 | 28,077 | $15.1M | 3.13% | EC |
| 12 | Brookfield Corp | 11271J107 | Mar 2026 | 359,163 | $14.5M | 3.01% | EC |
| 13 | LPL Financial Holdings Inc | 50212V100 | Mar 2026 | 47,584 | $14.3M | 2.96% | EC |
| 14 | Moody's Corp | 615369105 | Mar 2026 | 32,680 | $14.3M | 2.95% | EC |
| 15 | S&P Global Inc | 78409V104 | Mar 2026 | 32,446 | $13.8M | 2.86% | EC |
| 16 | CME Group Inc | 12572Q105 | Mar 2026 | 45,561 | $13.5M | 2.79% | EC |
| 17 | HEICO Corp | 422806208 | Mar 2026 | 63,732 | $13.5M | 2.79% | EC |
| 18 | Apollo Global Management Inc | 03769M106 | Mar 2026 | 98,059 | $10.9M | 2.26% | EC |
| 19 | Blackstone Inc | 09260D107 | Mar 2026 | 94,599 | $10.9M | 2.25% | EC |
| 20 | Amphenol Corp | 032095101 | Mar 2026 | 80,619 | $10.2M | 2.11% | EC |
| 21 | TransDigm Group Inc | 893641100 | Mar 2026 | 8,006 | $9.3M | 1.92% | EC |
| 22 | Mastercard Inc | 57636Q104 | Mar 2026 | 15,077 | $7.5M | 1.56% | EC |
| 23 | Intuit Inc | 461202103 | Mar 2026 | 16,783 | $7.3M | 1.50% | EC |
| 24 | Thermo Fisher Scientific Inc | 883556102 | Mar 2026 | 13,011 | $6.4M | 1.32% | EC |
| 25 | Costco Wholesale Corp | 22160K105 | Mar 2026 | 6,349 | $6.3M | 1.31% | EC |
| 26 | Arch Capital Group Ltd | 000000000 | Mar 2026 | 63,527 | $6.1M | 1.26% | EC |
| 27 | Quanta Services Inc | 74762E102 | Mar 2026 | 10,562 | $5.8M | 1.20% | EC |
| 28 | Mettler-Toledo International Inc | 592688105 | Mar 2026 | 4,318 | $5.4M | 1.13% | EC |
| 29 | Texas Roadhouse Inc | 882681109 | Mar 2026 | 31,516 | $5.2M | 1.08% | EC |
| 30 | Lam Research Corp | 512807306 | Mar 2026 | 17,428 | $3.7M | 0.77% | EC |