Is Danaher Corporation (DHR) a Quality Compounder With Long-Term Revenue Growth?
Baron Funds released its “Baron Durable Advantage Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Generation Investment Management David Blood And Al Gore | 4,965,646 | $980,913,714 | +57% | 6.24% |
2. | Fisher Asset Management Ken Fisher | 4,340,636 | $857,449,398 | -7% | 0.34% |
3. | Viking Global Andreas Halvorsen | 2,907,515 | $574,350,513 | +544% | 1.66% |
4. | Eagle Capital Management Boykin Curry | 2,859,518 | $564,869,280 | 1.86% | |
5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,627,803 | $519,096,205 | +18% | 0.37% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$247.89 | 100 | $24,789.00 | 3,256 | 2022-05-16 | Filing | |
$247.89 | 100 | $24,789.00 | 3,256 | 2022-05-16 | Filing | |
$221.46 | 900 | $199,314.00 | 3,156 | 2021-02-26 | Filing | |
$221.46 | 900 | $199,314.00 | 3,156 | 2021-02-26 | Filing | |
$221.59 | 4,800 | $1,063,632.00 | 2,409,190 | 2021-02-26 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$211.06 | 2,778 | $586,319.12 | 20,751 | 2025-08-22 | Filing | |
$200.83 | 47,316 | $9,502,472.28 | 3,105,808 | 2025-05-12 | Filing | |
$199.67 | 158,951 | $31,737,746.17 | 3,153,124 | 2025-05-12 | Filing | |
$199.15 | 164,412 | $32,742,649.80 | 3,312,075 | 2025-05-12 | Filing | |
$197.86 | 58,313 | $11,537,810.18 | 3,476,487 | 2025-05-12 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 60,769,587 | $12,004,424,215 | 0.19% | |
2. | 52,233,943 | $10,318,293,235 | 0.2% | |
3. | 27,299,515 | $5,401,376,645 | 0.2% | |
4. | 17,076,280 | $3,373,248,350 | 0.61% | |
5. | 16,445,289 | $3,248,897,853 | 0.56% |