Does Guardant Health (GH) Have Long-Runway for Growth?
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 8,843,000 | $14,874,988 | +3902% | 0.1% | |
| 2. | 30,500 | $2,817,285 | -67% | 0.02% | |
| 3. | Leucadia National Ian Cumming And Joseph Steinberg | 18,879 | $1,743,853 | -71% | 0.01% |
| 4. | 1,533,000 | $1,565,973 | +125% | 0.01% | |
| 5. | 1,257,000 | $1,278,149 | 0.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.82 | 2,187 | $38,962.72 | 12,722 | 2024-03-18 | Filing | |
| $32.78 | 750 | $24,584.25 | 5,193 | 2023-06-09 | Filing | |
| $32.68 | 2,231 | $72,913.77 | 4,443 | 2023-06-09 | Filing | |
| $26.15 | 8,600 | $224,927.84 | 2,049,238 | 2023-03-15 | Filing | |
| $26.33 | 84,452 | $2,223,908.30 | 2,040,638 | 2023-03-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $84.83 | 116 | $9,840.28 | 8,528 | 2026-04-16 | Filing | |
| $92.68 | 3,832 | $355,149.76 | 20,990 | 2026-04-06 | Filing | |
| $88.09 | 348 | $30,655.32 | 8,394 | 2026-03-18 | Filing | |
| $87.04 | 3,000 | $261,111.00 | 43,601 | 2026-03-16 | Filing | |
| $91.30 | 300 | $27,390.03 | 1,193 | 2026-03-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,837,992 | $539,255,321 | 0.03% | |
| 2. | 5,624,180 | $519,505,507 | 0.01% | |
| 3. | 3,859,046 | $356,460,078 | 0.36% | |
| 4. | 1,405,837 | $129,857,164 | 0.02% | |
| 5. | 1,391,187 | $128,504,033 | 0.02% |