Baron Discovery Fund Gains from Strategic Accumulation of CareDx (CDNA)
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 598,497 | $17,057,165 | +5% | 0.03% |
| 2. | Bailard Inc Thomas Bailard | 8,700 | $247,950 | 0.01% | |
| 3. | NVerses Capital Jb Kim | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.34 | 5,000 | $211,693.50 | 5,000 | 2021-11-24 | Filing | |
| $47.62 | 600 | $28,572.00 | 2,855 | 2021-11-05 | Filing | |
| $9.42 | 10,136 | $95,481.12 | 965,894 | 2018-04-26 | Filing | |
| $4.00 | 1,278 | $5,112.00 | 40,529 | 2017-10-05 | Filing | |
| $4.00 | 9,364 | $37,456.00 | 928,768 | 2017-10-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.29 | 20,000 | $925,700.00 | 134,061 | 2026-08-05 | Filing | |
| $46.94 | 16,000 | $750,972.80 | 42,943 | 2026-08-04 | Filing | |
| $46.75 | 500 | $23,375.00 | 106,075 | 2026-08-05 | Filing | |
| $46.15 | 2,188 | $100,974.45 | 106,575 | 2026-08-05 | Filing | |
| $47.06 | 44,700 | $2,103,497.07 | 61,738 | 2026-08-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,814,709 | $137,219,211 | 0% | |
| 2. | 2,468,858 | $70,362,453 | 0% | |
| 3. | 1,937,601 | $55,224,627 | 0.05% | |
| 4. | 1,770,735 | $50,465,960 | 9.73% | |
| 5. | 1,191,630 | $33,961,455 | 0.02% |