Follow-The-Filings

Featured 13F manager

BAMCO Inc (Baron Capital) Ron Baron

New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $66.6B
  • 345 Positions
  • 2026 Q2
  • +101.2% QoQ
  • Top 5 52.4%

Ron Baron files BAMCO Inc (Baron Capital) as a Form 13F. The latest book is 2026 Q2 at $66.6B, up 101.2% QoQ, led by Space Exploration Techn ·, Tesla, and MSCI Inc.

Portfolio

2026 Q2 · filed 8/14/2026 · 345 long · top 12 shown

top 5 52.4% · top 10 60.9%

AUM over time

2026 Q2 $66.6B +101.2% QoQ
2021 Q3 · $44.1B 2021 Q3 · $44.1B
Q3 2021
2021 Q4 · $47.1B · +6.8% QoQ 2021 Q4 · $47.1B · +6.8% QoQ
Q4
2022 Q1 · $40.7B · −13.6% QoQ 2022 Q1 · $40.7B · −13.6% QoQ
Q1 2022
2022 Q2 · $31.1B · −23.6% QoQ 2022 Q2 · $31.1B · −23.6% QoQ
Q2
2022 Q3 · $31B · −0.6% QoQ 2022 Q3 · $31B · −0.6% QoQ
Q3
2022 Q4 · $29.8B · −3.8% QoQ 2022 Q4 · $29.8B · −3.8% QoQ
Q4
2023 Q1 · $33.3B · +11.9% QoQ 2023 Q1 · $33.3B · +11.9% QoQ
Q1 2023
2023 Q2 · $36.1B · +8.4% QoQ 2023 Q2 · $36.1B · +8.4% QoQ
Q2
2023 Q3 · $34.4B · −4.7% QoQ 2023 Q3 · $34.4B · −4.7% QoQ
Q3
2023 Q4 · $37.5B · +9.1% QoQ 2023 Q4 · $37.5B · +9.1% QoQ
Q4
2024 Q1 · $37.5B · −0.1% QoQ 2024 Q1 · $37.5B · −0.1% QoQ
Q1 2024
2024 Q2 · $34.9B · −6.9% QoQ 2024 Q2 · $34.9B · −6.9% QoQ
Q2
2024 Q3 · $37.7B · +8.0% QoQ 2024 Q3 · $37.7B · +8.0% QoQ
Q3
2024 Q4 · $38.7B · +2.6% QoQ 2024 Q4 · $38.7B · +2.6% QoQ
Q4
2025 Q1 · $34B · −12.0% QoQ 2025 Q1 · $34B · −12.0% QoQ
Q1 2025
2025 Q2 · $36.9B · +8.3% QoQ 2025 Q2 · $36.9B · +8.3% QoQ
Q2
2025 Q3 · $37.7B · +2.2% QoQ 2025 Q3 · $37.7B · +2.2% QoQ
Q3
2025 Q4 · $36.9B · −2.1% QoQ 2025 Q4 · $36.9B · −2.1% QoQ
Q4
2026 Q1 · $33.1B · −10.2% QoQ 2026 Q1 · $33.1B · −10.2% QoQ
Q1 2026
2026 Q2 · $66.6B · +101.2% QoQ 2026 Q2 · $66.6B · +101.2% QoQ
Q2

Book

2022 Q3 2022 Q2 · filed 14 Nov · long equity

TSLA - Tesla 14.97% Add +200.7% 17,468,447 $265.25 $4.6B +11,659,291 +$722M
IT - Gartner 4.62% Reduce −0.1% 5,171,825 $276.69 $1.4B −5,868 +$179M
CSGP - Costar Group 4.33% Add +0.1% 19,254,880 $69.65 $1.3B +17,360 +$179M
FDS - Factset Resh Sys 3.47% Add +0.4% 2,683,674 $400.11 $1.1B +9,392 +$45M
MTN - Vail Resorts 3.25% Add +0.7% 4,658,452 $215.64 $1B +31,975 −$4M
ACGL - Arch Cap Group 3.16% Add 0.0% 21,493,024 $45.54 $979M +1,576 +$1M
MSCI - MSCI Inc · CL A 2.97% Reduce −0.7% 2,182,211 $421.79 $920M −14,847 +$15M
IDXX - Idexx Labs 2.51% Reduce −1.3% 2,387,395 $325.80 $778M −32,645 −$71M
IRDM - Iridium Communications 2.08% Reduce 0.0% 14,521,934 $44.37 $644M −426 +$99M
KNSL - Kinsale Cap Group 1.77% Reduce 0.0% 2,147,549 $255.42 $549M −315 +$55M
CHH - Choice Hotels Intl 1.63% Reduce 0.0% 4,596,198 $109.52 $503M −608 −$10M
SCHW - Schwab Charles 1.56% Add +1.6% 6,729,338 $71.87 $484M +106,808 +$65M
H - Hyatt Hotels · CL A 1.38% Reduce −2.2% 5,259,610 $80.96 $426M −119,550 +$28M
ANSS - Ansys 1.36% Reduce 0.0% 1,894,049 $221.70 $420M −97 −$33M
TECH - Bio Techne 1.31% Reduce −1.7% 1,427,064 $284.00 $405M −24,312 −$98M
GLPI - Gaming & Leisure Pptys 1.27% Reduce −1.5% 8,920,143 $44.24 $395M −136,188 −$21M
GWRE - Guidewire Software 1.21% Reduce −1.3% 6,083,288 $61.58 $375M −79,555 −$63M
MTD - Mettler Toledo 1.21% Reduce −4.1% 344,216 $1,084 $373M −14,818 −$39M
MAR - Marriott 1.08% Add +7.6% 2,732,088 $121.86 $333M +191,995 +$38M
RRR - Red Rock Resorts · CL A 0.93% Reduce −0.3% 8,359,021 $34.26 $286M −27,524 +$7M
WST - West Pharmaceutical Svsc 0.92% Reduce −1.1% 1,159,204 $246.08 $285M −12,353 −$69M
TSM - Taiwan Semiconductor Mfg 0.81% Reduce −6.6% 3,649,901 $68.56 $250M −259,444 −$69M
MORN - Morningstar 0.79% Reduce −0.4% 1,150,415 $212.32 $244M −5,000 −$35M
PRI - Primerica 0.79% Reduce −2.7% 1,975,911 $123.45 $244M −54,042 +$961K
PENN - Penn Entertainment 0.76% Reduce −1.4% 8,570,356 $27.51 $236M −123,954 −$29M
VRSK - Verisk Analytics · CL A 0.68% Add +1.8% 1,239,686 $170.53 $211M +21,548 +$556K
Endava 0.65% Add +1.5% 2,482,508 $80.63 $200M +36,434 −$16M
SBAC - Sba Communications 0.64% Add +7.1% 700,940 $284.65 $200M +46,568 −$10M
DAY - Ceridian Hcm 0.63% Add +0.2% 3,499,034 $55.88 $196M +6,326 +$31M
CNS - Cohen & Steers 0.63% Add 0.0% 3,120,668 $62.63 $195M +58 −$3M
EFOR - ASGN 0.61% Hold 2,087,359 $90.37 $189M
SITE - Siteone Landscape Supply 0.58% Add +0.6% 1,727,527 $104.14 $180M +10,988 −$24M
FND - Floor & Decor · CL A 0.58% Reduce −4.5% 2,533,914 $70.26 $178M −120,188 +$11M
GTM - Zoominfo Technologies · CL A 0.57% Add +0.8% 4,258,352 $41.66 $177M +35,583 +$37M
ARE — 0.56% Add +0.4% 1,239,332 $140.19 $174M +4,381 −$5M
ICLR - ICON 0.55% Add +4.2% 922,537 $183.78 $170M +37,079 −$22M
BABA - Alibaba Group 0.53% Reduce −3.4% 2,057,140 $79.99 $165M −71,969 −$77M
AMZN - Amazon 0.52% Reduce −4.3% 1,437,599 $113.00 $162M −64,538 +$3M
SPOT - Spotify Technology S A 0.49% Reduce −5.2% 1,757,883 $86.30 $152M −96,835 −$22M
TREX — 0.49% Add +0.8% 3,445,706 $43.94 $151M +28,663 −$35M
ARGX - Argenx Se 0.48% Reduce −0.8% 417,201 $353.05 $147M −3,444 −$12M
Aspen Technology 0.45% New 580,972 $238.20 $138M +580,972 +$138M
BFAM — 0.43% Reduce −10.7% 2,318,297 $57.65 $134M −276,605 −$86M
VEEV - Veeva Sys · CL A 0.42% Reduce −1.4% 796,079 $164.88 $131M −11,524 −$29M
Holding 0.42% Hold 1,843,114 $70.44 $130M
FIGS - FIGS Inc · CL A 0.42% Add +554.8% 15,717,196 $8.25 $130M +13,316,794 +$108M
RIVN - Rivian Automotive 0.42% Reduce −21.2% 3,905,032 $32.91 $129M −1,052,439 +$910K
MSFT - Microsoft 0.39% Add 0.0% 524,368 $232.90 $122M +35 −$13M
DXCM - Dexcom 0.38% Add 0.0% 1,470,746 $80.54 $118M +672 +$9M
BIDU - Baidu 0.38% Reduce −4.3% 990,572 $117.49 $116M −44,078 −$38M

Showing top 50 of 354 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Aspen Technology 0.34% Exit 0 $183.68 $107M −580,685 −$107M
VTR - Ventas 0.10% Exit 0 $51.43 $32M −612,604 −$32M
Kite Rlty Group Tr 0.05% Exit 0 $17.29 $14M −813,647 −$14M
Nextdoor · CL A 0.03% Exit 0 $3.31 $8M −2,448,932 −$8M
BN - Brookfield Infrast Partners 0.03% Exit 0 $38.22 $8M −206,906 −$8M
TNDM - Tandem Diabetes Care 0.02% Exit 0 $59.19 $7M −121,615 −$7M
NVO - Novo-Nordisk A S 0.02% Exit 0 $111.43 $6M −53,100 −$6M
Nexpoint Residential Tr 0.01% Exit 0 $62.51 $4M −60,825 −$4M
CPT - Camden Ppty Tr 0.01% Exit 0 $134.49 $4M −27,199 −$4M
PEB - Pebblebrook Hotel Tr 0.01% Exit 0 $16.57 $4M −213,390 −$4M
AIG - American Campus Cmntys 0.01% Exit 0 $64.48 $2M −27,559 −$2M
Diversey Exit 0 $6.60 $767K −116,166 −$767K
Rpt Realty Exit 0 $9.82 $673K −68,512 −$673K
Ncino Exit 0 $30.93 $433K −14,000 −$433K
Marqeta Exit 0 $8.12 $203K −25,000 −$203K
QQQ - Invesco Qqq Tr Exit 0 $280.62 $126K −449 −$126K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2022 Q2. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 345 $66.6B +101.2% 13F-HR 8/14/2026 000101791826000067
2026 Q1 326 $33.1B −10.2% 13F-HR 5/15/2026 000101791826000043
2025 Q4 327 $36.9B −2.1% 13F-HR 2/17/2026 000101791826000015
2025 Q3 330 $37.7B +2.2% 13F-HR 11/14/2025 000101791825000059
2025 Q2 306 $36.9B +8.3% 13F-HR 8/14/2025 000101791825000041
2025 Q1 314 $34B −12.0% 13F-HR 5/15/2025 000101791825000031
2024 Q4 316 $38.7B +2.6% 13F-HR 2/14/2025 000101791825000019
2024 Q3 328 $37.7B +8.0% 13F-HR 11/14/2024 000101791824000083
2024 Q2 329 $34.9B −6.9% 13F-HR 8/14/2024 000101791824000013
2024 Q1 332 $37.5B −0.1% 13F-HR 5/15/2024 000101791824000010
2023 Q4 330 $37.5B +9.1% 13F-HR 2/14/2024 000101791824000006
2023 Q3 334 $34.4B −4.7% 13F-HR 11/14/2023 000101791823000018
2023 Q2 343 $36.1B +8.4% 13F-HR 8/14/2023 000101791823000015
2023 Q1 360 $33.3B +11.9% 13F-HR 5/15/2023 000101791823000011
2022 Q4 375 $29.8B −3.8% 13F-HR 2/14/2023 000101791823000006
2022 Q3 370 $31B −0.6% 13F-HR 11/14/2022 000156761922019904
2022 Q2 371 $31.1B −23.6% 13F-HR 8/15/2022 000156761922016144
2022 Q1 388 $40.7B −13.6% 13F-HR 5/13/2022 000156761922010459
2021 Q4 404 $47.1B +6.8% 13F-HR 2/14/2022 000156761922004346
2021 Q3 397 $44.1B 13F-HR 11/12/2021 000156761921019987

About

BAMCO Inc (Baron Capital)

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Entity
BAMCO Inc (Baron Capital)
Notable person
Ron Baron
SEC filing name
BAMCO INC /NY/
Location
New York, NY
All SEC filings
View on sec.gov