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GuruFocus News
Thu, May 15, 2025, 2:02 PM 3 min read
Ron Baron (Trades, Portfolio) precocious submitted the 13F filing for the archetypal 4th of 2025, providing insights into his concern moves during this period. Ron Baron (Trades, Portfolio) is the laminitis of Baron Capital Management. He is Co-Portfolio Manager of Baron Asset Fund and remains Portfolio Manager of the Growth and Partners Funds. Baron graduated from Bucknell University with a B.A. successful Chemistry, and aboriginal attended George Washington University Law School successful the evenings. Ron Baron (Trades, Portfolio) invests chiefly successful tiny and mid-size maturation companies. He likes companies with open-ended maturation opportunities and defensible niches. He applies a bottom-up institution research, invests for the long-term, and tries to acquisition companies astatine what helium believes are charismatic prices. He invests successful maturation companies utilizing a value-oriented acquisition discipline. Baron ignores short-term marketplace fluctuations erstwhile helium believes the cardinal reasons for purchasing a institution person not changed. He holds investments for longer than 5 years connected average.
Ron Baron (Trades, Portfolio) added a full of 29 stocks, among them:
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The astir important summation was American Tower Corp (NYSE:AMT), with 699,676 shares, accounting for 0.45% of the portfolio and a full worth of $152.25 million.
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The 2nd largest summation to the portfolio was Prologis Inc (NYSE:PLD), consisting of 792,536 shares, representing astir 0.26% of the portfolio, with a full worth of $88.60 million.
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The 3rd largest summation was Karman Holdings Inc (NYSE:KRMN), with 2,400,648 shares, accounting for 0.24% of the portfolio and a full worth of $80.23 million.
Ron Baron (Trades, Portfolio) besides accrued stakes successful a full of 101 stocks, among them:
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The astir notable summation was FIGS Inc (NYSE:FIGS), with an further 27,833,825 shares, bringing the full to 58,671,584 shares. This accommodation represents a important 90.26% summation successful stock count, a 0.37% interaction connected the existent portfolio, with a full worth of $269.30 million.
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The 2nd largest summation was Wynn Resorts Ltd (NASDAQ:WYNN), with an further 745,404 shares, bringing the full to 854,666. This accommodation represents a important 682.22% summation successful stock count, with a full worth of $71.36 million.
Ron Baron (Trades, Portfolio) wholly exited 31 holdings successful the archetypal 4th of 2025, arsenic elaborate below:
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