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

2023 Q2 2023 Q1 · filed 14 Aug · long equity

TSLA - Tesla 12.83% Add +0.5% 17,696,813 $261.77 $4.6B +89,919 +$980M
CSGP - Costar Group 4.71% Add +0.7% 19,105,103 $89.00 $1.7B +135,022 +$394M
IT - Gartner 4.58% Reduce −1.6% 4,719,596 $350.31 $1.7B −76,862 +$91M
ACGL - Arch Cap Group 4.41% Add 0.0% 21,296,800 $74.85 $1.6B +6,025 +$149M
IDXX - Idexx Labs 3.31% Add +0.9% 2,376,632 $502.23 $1.2B +20,389 +$15M
MTN - Vail Resorts 3.26% Add +0.9% 4,669,584 $251.76 $1.2B +40,471 +$94M
FDS - Factset Resh Sys 3.04% Add +1.6% 2,742,734 $400.65 $1.1B +44,466 −$21M
MSCI - MSCI Inc · CL A 2.92% Add +3.3% 2,244,921 $469.29 $1.1B +72,355 −$162M
IRDM - Iridium Communications 2.50% Add +0.6% 14,524,499 $62.12 $902M +84,052 +$8M
KNSL - Kinsale Cap Group 2.13% Reduce −0.9% 2,056,000 $374.20 $769M −18,765 +$147M
ANSS - Ansys 1.82% Add +1.5% 1,990,943 $330.27 $658M +28,726 +$5M
H - Hyatt Hotels · CL A 1.69% Add +3.4% 5,323,422 $114.58 $610M +174,915 +$34M
CHH - Choice Hotels Intl 1.51% Add +1.2% 4,626,376 $117.52 $544M +52,944 +$8M
GWRE - Guidewire Software 1.31% Add +1.6% 6,201,987 $76.08 $472M +95,757 −$29M
SCHW - Schwab Charles 1.26% Add +5.6% 8,059,887 $56.68 $457M +429,853 +$57M
TECH - Bio Techne 1.22% Add 0.0% 5,380,474 $81.63 $439M +982 +$40M
MTD - Mettler Toledo 1.22% Reduce −0.1% 334,850 $1,312 $439M −206 −$74M
RRR - Red Rock Resorts · CL A 1.15% Add +5.0% 8,894,122 $46.78 $416M +423,597 +$39M
GLPI - Gaming & Leisure Pptys 1.13% Reduce −0.5% 8,424,736 $48.46 $408M −45,510 −$33M
WST - West Pharmaceutical Svsc 1.12% Reduce −0.4% 1,060,566 $382.47 $406M −4,549 +$37M
PRI - Primerica 1.07% Reduce 0.0% 1,946,695 $197.76 $385M −568 +$50M
TSM - Taiwan Semiconductor Mfg 1.02% Reduce −14.9% 3,643,440 $100.92 $368M −637,463 −$31M
MAR - Marriott 0.97% Add +2.5% 2,854,961 $122.72 $350M +69,640 −$25M
VRSK - Verisk Analytics · CL A 0.84% Add +2.9% 1,344,770 $226.03 $304M +38,466 +$53M
FND - Floor & Decor · CL A 0.71% Reduce −4.7% 2,459,086 $103.96 $256M −120,465 +$2M
ICLR - ICON 0.68% Reduce 0.0% 987,765 $250.20 $247M −212 +$36M
SITE - Siteone Landscape Supply 0.67% Reduce −2.4% 1,450,722 $167.36 $243M −36,383 +$39M
MORN - Morningstar 0.67% Add +8.9% 1,228,417 $196.07 $241M +99,898 +$12M
DAY - Ceridian Hcm 0.65% Add +1.3% 3,511,582 $66.97 $235M +43,884 −$19M
NVDA - Nvidia 0.64% Add +1.0% 546,226 $423.02 $231M +5,612 +$81M
BABA - Alibaba Group 0.63% Add +20.4% 2,710,165 $83.35 $226M +458,517 −$4M
BFAM — 0.57% Reduce −1.0% 2,215,482 $92.45 $205M −22,789 +$32M
FIGS - FIGS Inc · CL A 0.54% Add +12.9% 23,562,124 $8.27 $195M +2,695,357 +$66M
VRT - Vertiv · CL A 0.52% Hold 7,650,000 $24.77 $189M
TREX — 0.52% Add +5.3% 2,868,380 $65.56 $188M +145,518 +$56M
DXCM - Dexcom 0.51% Reduce −0.7% 1,426,990 $128.51 $183M −10,150 +$16M
PENN - Penn Entertainment 0.49% Reduce −2.9% 7,437,475 $24.03 $179M −221,909 −$48M
I3N - Chart Inds 0.46% Add +4.2% 1,049,938 $159.79 $168M +42,710 +$41M
EFOR - ASGN 0.46% Add +3.7% 2,210,162 $75.63 $167M +79,181 −$9M
MSFT - Microsoft 0.45% Reduce −1.2% 478,672 $340.54 $163M −5,811 +$23M
EQIX - Equinix 0.44% Add +15.3% 200,640 $783.94 $157M +26,556 +$32M
BYD - Boyd Gaming 0.40% Reduce −0.9% 2,095,837 $69.37 $145M −20,070 +$10M
TTD - The Trade Desk · CL A 0.40% Add +0.8% 1,861,581 $77.22 $144M +15,528 +$31M
CNS - Cohen & Steers 0.40% Reduce −13.2% 2,471,946 $57.99 $143M −376,974 −$39M
IBP - Installed Bldg Prods 0.39% Add +22.8% 1,010,775 $140.16 $142M +187,565 +$48M
TOL - Toll Brothers 0.39% Add +3.5% 1,772,445 $79.07 $140M +59,770 +$37M
VRSN - Verisign 0.38% Reduce −5.0% 614,947 $225.97 $139M −32,300 +$2M
ROP - Roper Industries 0.38% Reduce −0.4% 283,609 $480.80 $136M −1,077 +$11M
FICO - Fair Isaac 0.38% Reduce 0.0% 167,385 $809.21 $135M −20 +$18M
Endava 0.37% Add +6.9% 2,606,193 $51.79 $135M +169,144 −$29M

Showing top 50 of 339 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Viewray 0.05% Exit 0 $3.46 $18M −5,100,929 −$18M
Hillman Solutions 0.05% Exit 0 $8.42 $17M −2,000,000 −$17M
Endeavor Group · CL A 0.04% Exit 0 $23.93 $13M −543,194 −$13M
Holding · CLASS A 0.04% Exit 0 $10.22 $13M −1,250,000 −$13M
Maxcyte 0.03% Exit 0 $4.95 $10M −1,987,904 −$10M
Prometheus Biosciences 0.01% Exit 0 $107.32 $5M −42,750 −$5M
ASND - Ascendis Pharma A/S 0.01% Exit 0 $107.23 $4M −35,306 −$4M
FIS - Fidelity Natl Info 0.01% Exit 0 $54.32 $3M −56,972 −$3M
OPCH - Option Care Health 0.01% Exit 0 $31.77 $2M −77,000 −$2M
ABBV - Abbvie 0.01% Exit 0 $159.40 $2M −15,000 −$2M
SUI - Sun Cmntys 0.01% Exit 0 $140.88 $2M −16,298 −$2M
Holding 0.01% Exit 0 $0.9588 $2M −1,845,074 −$2M
CI - The Cigna Group Exit 0 $255.50 $2M −6,000 −$2M
GDS — Exit 0 $18.66 $2M −80,742 −$2M
TFX - Teleflex Exit 0 $253.39 $1M −5,896 −$1M
MIR - Mirion Technologies · CL A Exit 0 $8.54 $1M −150,000 −$1M
GH - Guardant Health Exit 0 $23.43 $1M −52,319 −$1M
SHO - Sunstone Hotel Invs Exit 0 $9.88 $1M −105,049 −$1M
ELS - Equity Lifestyle Pptys Exit 0 $67.16 $782K −11,643 −$782K
OKTA - OKTA Inc · CL A Exit 0 $86.24 $721K −8,360 −$721K
SE - SEA Exit 0 $86.60 $446K −5,150 −$446K
OZON Exit 0 $0.2000 $433K −2,164,595 −$433K
Cymabay Therapeutics Exit 0 $8.71 $385K −44,206 −$385K
NBIS - Yandex · CLASS A Exit 0 $0.3699 $346K −935,331 −$346K

* 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 2023 Q1. 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