Rationale Behind Baron Focused Growth Fund’s IDEXX Laboratories (IDXX) Holding
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Hedge Fund - BAMCO Inc.
Get Email AlertsRon Baron Bio, Returns, AUM, Net Worth
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Fund Profile
Filing Period:
| Fund Name: | BAMCO Inc. |
| Manager | Ron Baron |
| Portfolio Value | $66,640,911,675 |
| Change This QTR | +2.01% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SPCX | 145,775,147 | $24,907,141,616 | NEW | 37.38% | ||
| 2. | TSLA | 12,524,752 | $5,267,910,691 | +5% | 7.9% | ||
| 3. | MSCI | 3,211,753 | $1,798,710,150 | +19% | 2.7% | ||
| 4. | ACGL | 15,872,450 | $1,540,579,997 | -6% | 2.31% | ||
| 5. | H | 7,279,087 | $1,410,978,224 | +15% | 2.12% |
Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2026-08-14 | ||||
| 2026-08-14 | ||||
| 2026-08-14 | ||||
| 2026-08-14 | ||||
| 2026-08-14 |
News, Interviews and Investor Letters
FIGS (FIGS) Slipped Despite Reporting Strong Quarter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Interactive Brokers Group (IBKR) Delivers Exceptional Growth at Scale
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Strong Sales Power Birkenstock Holding plc’s (BIRK) Q2 Rally
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Red Rock Resorts (RRR) Shares Jump 22.4% in Q2 as Construction Disruptions Subside
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Baron Focused Growth Fund’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”.
Casella Waste Systems (CWST) Offers Durable Potential Beyond Market Concerns
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
The Fund Sold Floor & Decor (FND) as Housing Demand Stayed Weak
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Can Applied Aerospace & Defense (AADX) Convert Its Backlog Into Durable Earnings Growth?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Baron Capital Adds Blackstone Digital Infrastructure Trust (BXDC) on Strong Leadership and Robust Pipeline
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Why Is Baron Small Cap Fund Buying Wingstop (WING) Again?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Vertiv Holdings (VRT) is Well Positioned for Key Tech Transitions
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Could Planet Fitness (PLNT) Rebound Despite Slower Member Growth?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Could Legence (LGN) Be a Major Winner From the AI Data Center Construction Boom?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Everforth (EFOR) Positioned to Deliver Modern IT Solutions as Demand Nomalizes
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
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