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
top 5 52.4% · top 10 60.9%
- SPCX - Space Exploration Techn · CLASS A 37.4%
- TSLA - Tesla 7.9%
- MSCI - MSCI Inc 2.7%
- ACGL - Arch Cap Group 2.3%
- H - Hyatt Hotels · CL A 2.1%
- SHOP - Shopify · CL A 1.9%
- SPOT - Spotify Technology S A 1.7%
- GWRE - Guidewire Software 1.7%
- SCHW - Schwab Charles 1.6%
- RRR - Red Rock Resorts · CL A 1.6%
- IDXX - Idexx Labs 1.6%
- CHH - Choice Hotels Intl 1.5%
- Other 36.0%
AUM over time
Book
| TSLA - Tesla | 12.85% | Reduce −0.2% | 17,668,945 | $250.22 | $4.4B | −27,868 | −$211M |
| ACGL - Arch Cap Group | 4.92% | Reduce −0.3% | 21,222,928 | $79.71 | $1.7B | −73,872 | +$98M |
| IT - Gartner | 4.65% | Reduce −1.3% | 4,656,387 | $343.61 | $1.6B | −63,209 | −$53M |
| CSGP - Costar Group | 4.29% | Add +0.5% | 19,196,502 | $76.89 | $1.5B | +91,399 | −$224M |
| FDS - Factset Resh Sys | 3.50% | Add +0.3% | 2,751,596 | $437.26 | $1.2B | +8,862 | +$104M |
| MSCI - MSCI Inc · CL A | 3.37% | Add +0.7% | 2,260,105 | $513.08 | $1.2B | +15,184 | +$106M |
| MTN - Vail Resorts | 3.04% | Add +1.1% | 4,721,214 | $221.89 | $1B | +51,630 | −$128M |
| IDXX - Idexx Labs | 2.97% | Reduce −1.7% | 2,336,330 | $437.27 | $1B | −40,302 | −$172M |
| KNSL - Kinsale Cap Group | 2.39% | Reduce −3.4% | 1,985,089 | $414.13 | $822M | −70,911 | +$53M |
| IRDM - Iridium Communications | 1.93% | Add +0.4% | 14,583,317 | $45.49 | $663M | +58,818 | −$239M |
| ANSS - Ansys | 1.73% | Add +0.6% | 2,002,717 | $297.55 | $596M | +11,774 | −$62M |
| CHH - Choice Hotels Intl | 1.65% | Add +0.2% | 4,634,126 | $122.51 | $568M | +7,750 | +$24M |
| H - Hyatt Hotels · CL A | 1.64% | Add +0.1% | 5,327,279 | $106.08 | $565M | +3,857 | −$45M |
| GWRE - Guidewire Software | 1.63% | Add +0.6% | 6,238,882 | $90.00 | $561M | +36,895 | +$90M |
| SCHW - Schwab Charles | 1.29% | Add +0.5% | 8,102,475 | $54.90 | $445M | +42,588 | −$12M |
| RRR - Red Rock Resorts · CL A | 1.17% | Add +10.8% | 9,856,963 | $41.00 | $404M | +962,841 | −$12M |
| WST - West Pharmaceutical Svsc | 1.14% | Reduce −1.0% | 1,050,183 | $375.21 | $394M | −10,383 | −$12M |
| GLPI - Gaming & Leisure Pptys | 1.11% | Reduce −0.1% | 8,418,436 | $45.55 | $383M | −6,300 | −$25M |
| PRI - Primerica | 1.09% | Reduce −1.1% | 1,925,651 | $194.01 | $374M | −21,044 | −$11M |
| MTD - Mettler Toledo | 1.07% | Reduce −0.6% | 332,895 | $1,108 | $369M | −1,955 | −$70M |
| TECH - Bio Techne | 1.06% | Reduce −0.1% | 5,375,959 | $68.07 | $366M | −4,515 | −$73M |
| VRSK - Verisk Analytics · CL A | 0.92% | Add +0.1% | 1,346,080 | $236.24 | $318M | +1,310 | +$14M |
| MORN - Morningstar | 0.90% | Add +8.0% | 1,326,608 | $234.24 | $311M | +98,191 | +$70M |
| MAR - Marriott | 0.80% | Reduce −4.4% | 2,728,652 | $100.63 | $275M | −126,309 | −$76M |
| NVDA - Nvidia | 0.78% | Add +12.9% | 616,823 | $434.99 | $268M | +70,597 | +$37M |
| VRT - Vertiv · CL A | 0.77% | Reduce −7.2% | 7,100,000 | $37.20 | $264M | −550,000 | +$75M |
| ICLR - ICON | 0.71% | Reduce −0.1% | 987,006 | $246.25 | $243M | −759 | −$4M |
| DAY - Ceridian Hcm | 0.70% | Add +0.7% | 3,534,834 | $67.85 | $240M | +23,252 | +$5M |
| BABA - Alibaba Group | 0.68% | Reduce −0.2% | 2,705,448 | $86.74 | $235M | −4,717 | +$9M |
| SITE - Siteone Landscape Supply | 0.67% | Reduce −2.1% | 1,420,607 | $163.45 | $232M | −30,115 | −$11M |
| TSM - Taiwan Semiconductor Mfg | 0.65% | Reduce −29.5% | 2,569,980 | $86.90 | $223M | −1,073,460 | −$144M |
| FND - Floor & Decor · CL A | 0.61% | Reduce −5.2% | 2,330,135 | $90.50 | $211M | −128,951 | −$45M |
| EFOR - ASGN | 0.52% | Hold | 2,210,162 | $81.68 | $181M | — | — |
| I3N - Chart Inds | 0.51% | Reduce −0.4% | 1,046,057 | $169.12 | $177M | −3,881 | +$9M |
| EQIX - Equinix | 0.50% | Add +17.1% | 235,014 | $726.26 | $171M | +34,374 | +$13M |
| TREX — | 0.49% | Reduce −4.7% | 2,733,397 | $61.63 | $168M | −134,983 | −$20M |
| BFAM — | 0.48% | Reduce −8.7% | 2,022,572 | $81.46 | $165M | −192,910 | −$40M |
| MSFT - Microsoft | 0.45% | Add +2.3% | 489,516 | $315.75 | $155M | +10,844 | −$8M |
| FIGS - FIGS Inc · CL A | 0.43% | Add +6.2% | 25,032,830 | $5.90 | $148M | +1,470,706 | −$47M |
| FICO - Fair Isaac | 0.42% | Hold | 167,385 | $868.53 | $145M | — | — |
| TTD - The Trade Desk · CL A | 0.42% | Reduce −0.7% | 1,849,480 | $78.15 | $145M | −12,101 | +$786K |
| ARGX - Argenx Se | 0.41% | Add +15.1% | 287,991 | $491.63 | $142M | +37,723 | +$44M |
| CNS - Cohen & Steers | 0.41% | Reduce −9.0% | 2,249,784 | $62.69 | $141M | −222,162 | −$2M |
| PENN - Penn Entertainment | 0.41% | Reduce −17.5% | 6,138,520 | $22.95 | $141M | −1,298,955 | −$38M |
| Endava | 0.41% | Reduce −5.8% | 2,454,775 | $57.35 | $141M | −151,418 | +$6M |
| HLI - Houlihan Lokey · CL A | 0.40% | Hold | 1,299,577 | $107.12 | $139M | — | — |
| ROP - Roper Technologies | 0.40% | Hold | 283,609 | $484.28 | $137M | — | — |
| TOL - Toll Brothers | 0.38% | Add +0.7% | 1,784,965 | $73.96 | $132M | +12,520 | −$8M |
| AMZN - Amazon | 0.37% | Add +0.5% | 1,003,164 | $127.12 | $128M | +5,216 | −$3M |
| IBP - Installed Bldg Prods | 0.37% | Hold | 1,010,775 | $124.89 | $126M | — | — |
| DXCM - Dexcom | 0.36% | Reduce −7.6% | 1,319,066 | $93.30 | $123M | −107,924 | −$60M |
| VRSN - Verisign | 0.35% | Reduce −1.9% | 603,174 | $202.53 | $122M | −11,773 | −$17M |
| ARE — | 0.35% | Add +4.7% | 1,202,373 | $100.10 | $120M | +53,640 | −$10M |
| CPNG - Coupang | 0.34% | Add +6.2% | 6,919,149 | $17.00 | $118M | +405,668 | +$4M |
| SHOP - Shopify · CL A | 0.34% | Add +10.2% | 2,146,351 | $54.57 | $117M | +197,912 | −$9M |
| Krispy Kreme | 0.33% | Add +59.5% | 9,221,657 | $12.47 | $115M | +3,439,948 | +$30M |
| Aspen Technology | 0.33% | Hold | 560,277 | $204.26 | $114M | — | — |
| BYD - Boyd Gaming | 0.33% | Reduce −10.7% | 1,871,353 | $60.83 | $114M | −224,484 | −$32M |
| TRU - Transunion | 0.33% | Add 0.0% | 1,582,926 | $71.79 | $114M | +500 | −$10M |
| NEOG - Neogen | 0.33% | Reduce −0.3% | 6,067,987 | $18.54 | $113M | −19,017 | −$20M |
| VEEV - Veeva Sys · CL A | 0.32% | Reduce −14.8% | 541,969 | $203.45 | $110M | −94,426 | −$16M |
| TDG - Transdigm Group | 0.31% | Hold | 125,000 | $843.13 | $105M | — | — |
| PLD - Prologis | 0.30% | Add +6.4% | 916,120 | $112.21 | $103M | +55,382 | −$3M |
| Altair Engr · CL A | 0.30% | Hold | 1,635,507 | $62.56 | $102M | — | — |
| Axonics | 0.29% | Reduce −0.1% | 1,799,731 | $56.12 | $101M | −2,600 | +$10M |
| CBRE - CBRE Group · CL A | 0.28% | Add +2.3% | 1,305,298 | $73.86 | $96M | +29,677 | −$7M |
| MELI - Mercadolibre | 0.28% | Add +1.7% | 74,869 | $1,268 | $95M | +1,280 | +$8M |
| SPOT - Spotify Technology S A | 0.27% | Add +49.3% | 598,090 | $154.64 | $92M | +197,571 | +$28M |
| RBC - Rbc Bearings | 0.26% | Add +0.8% | 386,570 | $234.13 | $91M | +3,084 | +$7M |
| CDW - CDW Corp | 0.25% | Hold | 429,537 | $201.76 | $87M | — | — |
| DEI - Douglas Emmett | 0.25% | Reduce −4.3% | 6,692,694 | $12.76 | $85M | −303,505 | −$3M |
| APH - Amphenol | 0.25% | Add +0.1% | 1,005,820 | $83.99 | $84M | +597 | −$915K |
| ONON - ON AG | 0.24% | Add +243.0% | 3,028,002 | $27.82 | $84M | +2,145,318 | +$55M |
| REXR - Rexford Indl Rlty | 0.24% | Reduce −12.3% | 1,679,636 | $49.35 | $83M | −234,906 | −$17M |
| IEX - IDEX | 0.24% | Reduce −0.1% | 395,756 | $208.02 | $82M | −239 | −$3M |
| SNOW - Snowflake · CL A | 0.23% | Add +0.4% | 525,468 | $152.77 | $80M | +1,913 | −$12M |
| COO - Cooper Cos | 0.23% | Add +0.4% | 250,905 | $318.01 | $80M | +1,089 | −$16M |
| CWAN — · CL A | 0.23% | Reduce −4.6% | 4,099,999 | $19.34 | $79M | −195,676 | +$11M |
| YMM - Full Truck Alliance | 0.22% | Reduce −0.2% | 10,901,533 | $7.04 | $77M | −18,640 | +$9M |
| BIDU - Baidu | 0.22% | Add +21.9% | 569,148 | $134.35 | $76M | +102,428 | +$13M |
| FWONK - Liberty Media Del | 0.22% | New | 1,200,000 | $62.30 | $75M | +1,200,000 | +$75M |
| DLR - Digital Rlty Tr | 0.21% | Add +61.3% | 608,045 | $121.02 | $74M | +231,109 | +$31M |
| RGEN - Repligen | 0.21% | Add +27.8% | 458,784 | $159.01 | $73M | +99,763 | +$22M |
| BWIN - BRP Group · CL A | 0.21% | Reduce −0.1% | 3,110,000 | $23.23 | $72M | −2,000 | −$5M |
| META - Meta Platforms · CL A | 0.21% | Add +2.0% | 240,570 | $300.21 | $72M | +4,779 | +$5M |
| SBAC - Sba Communications | 0.21% | Reduce −28.5% | 356,716 | $200.17 | $71M | −141,974 | −$44M |
| BX - Blackstone | 0.21% | Add +15.3% | 660,060 | $107.14 | $71M | +87,754 | +$18M |
| MGM - Mgm Resorts International | 0.20% | Add +4.5% | 1,912,447 | $36.76 | $70M | +82,134 | −$10M |
| INDI - Indie Semiconductor | 0.20% | Add +88.9% | 11,038,885 | $6.30 | $70M | +5,193,775 | +$15M |
| LEN - Lennar | 0.20% | Add +4.4% | 613,804 | $112.23 | $69M | +25,613 | −$5M |
| DHI - D.R. Horton | 0.20% | Add +38.9% | 635,050 | $107.47 | $68M | +177,745 | +$13M |
| ROL - Rollins | 0.20% | Hold | 1,804,295 | $37.33 | $67M | — | — |
| KTOS — | 0.19% | Reduce −2.4% | 4,450,611 | $15.02 | $67M | −107,592 | +$1M |
| European Wax Ctr · CLASS A | 0.19% | Add +18.5% | 4,126,159 | $16.20 | $67M | +642,726 | +$2M |
| CAKE - Cheesecake Factory | 0.19% | Reduce −8.9% | 2,200,000 | $30.30 | $67M | −214,857 | −$17M |
| BN - Brookfield · CL A | 0.19% | Reduce −35.9% | 2,128,697 | $31.27 | $67M | −1,190,644 | −$45M |
| DKNG - Draftkings · CL A | 0.19% | Reduce −0.2% | 2,179,838 | $29.44 | $64M | −4,080 | +$6M |
| CGNX - Cognex | 0.18% | Hold | 1,500,000 | $42.44 | $64M | — | — |
| NOW - Servicenow | 0.18% | Add +0.1% | 113,707 | $558.96 | $64M | +59 | −$309K |
| GTLB - Gitlab | 0.18% | Reduce −10.5% | 1,377,907 | $45.22 | $62M | −161,551 | −$16M |
| MRCY - Mercury Sys | 0.18% | Add +13.4% | 1,674,236 | $37.09 | $62M | +197,600 | +$11M |
| RIVN - Rivian Automotive | 0.18% | Add +25.4% | 2,531,751 | $24.28 | $61M | +512,495 | +$28M |
| PWR - Quanta Svcs | 0.18% | Add +35.2% | 326,475 | $187.07 | $61M | +85,008 | +$14M |
| CG - Carlyle Group | 0.18% | Reduce −6.0% | 2,016,330 | $30.16 | $61M | −128,500 | −$8M |
| AVNT - Avient | 0.17% | Hold | 1,700,000 | $35.32 | $60M | — | — |
| BAP - Credicorp | 0.17% | Reduce −21.0% | 465,965 | $127.97 | $60M | −123,582 | −$27M |
| WYNN - Wynn Resorts | 0.17% | Add +25.7% | 644,474 | $92.41 | $60M | +131,937 | +$5M |
| NET - Cloudflare · CL A | 0.17% | Add +0.8% | 939,529 | $63.04 | $59M | +7,086 | −$2M |
| PLNT - Planet Fitness · CL A | 0.17% | Add +20.0% | 1,200,000 | $49.18 | $59M | +200,000 | −$8M |
| JBI — | 0.17% | Hold | 5,500,000 | $10.70 | $59M | — | — |
| HQY - Healthequity | 0.17% | Hold | 800,000 | $73.05 | $58M | — | — |
| MA - Mastercard · CL A | 0.17% | Add +0.4% | 146,650 | $395.91 | $58M | +563 | +$604K |
| CRWD - Crowdstrike | 0.17% | Reduce −32.4% | 345,969 | $167.38 | $58M | −165,901 | −$17M |
| AXON - Axon Enterprise | 0.16% | Add +28.4% | 279,783 | $198.99 | $56M | +61,823 | +$13M |
| JBTM - John Bean Technologies | 0.16% | Hold | 525,000 | $105.14 | $55M | — | — |
| YUMC - Yum China | 0.16% | Reduce −5.7% | 986,502 | $55.72 | $55M | −59,789 | −$4M |
| SSNC - SS&C Technologies | 0.16% | Reduce −5.5% | 1,026,433 | $52.54 | $54M | −60,144 | −$12M |
| WCN - Waste Connections | 0.16% | Reduce −5.9% | 400,000 | $134.30 | $54M | −25,000 | −$7M |
| AFYA | 0.15% | Reduce −7.2% | 3,365,508 | $15.80 | $53M | −260,527 | +$2M |
| AEIS - Advanced Energy Inds | 0.15% | Reduce −6.5% | 514,408 | $103.12 | $53M | −36,000 | −$8M |
| DDOG - Datadog · CL A | 0.15% | Reduce −15.4% | 572,935 | $91.09 | $52M | −104,233 | −$14M |
| WELL - Welltower | 0.15% | Add +14.9% | 634,145 | $81.92 | $52M | +82,197 | +$7M |
| FA - First Advantage | 0.15% | Hold | 3,750,000 | $13.79 | $52M | — | — |
| ISRG - Intuitive Surgical | 0.14% | Add +0.5% | 168,401 | $292.29 | $49M | +840 | −$8M |
| INSP - Inspire Med Sys | 0.14% | Hold | 244,736 | $198.44 | $49M | — | — |
| IBKR - Interactive Brokers · CL A | 0.14% | Add +33.4% | 555,818 | $86.56 | $48M | +139,101 | +$13M |
| WEX — | 0.14% | Reduce −9.0% | 253,200 | $188.09 | $48M | −25,100 | −$3M |
| XP - XP Inc | 0.14% | Reduce −19.1% | 2,046,759 | $23.05 | $47M | −482,765 | −$12M |
| Kanzhun | 0.13% | Add +23.5% | 3,050,770 | $15.17 | $46M | +581,094 | +$9M |
| MRNA - Moderna | 0.13% | Add +4863.6% | 426,869 | $103.29 | $44M | +418,269 | +$43M |
| UTZ - Utz Brands · CL A | 0.13% | Hold | 3,250,000 | $13.43 | $44M | — | — |
| PAR - Par Technology | 0.12% | Reduce −9.4% | 1,108,418 | $38.54 | $43M | −114,890 | +$2M |
| LVS - Las Vegas Sands | 0.12% | Add +2.7% | 880,357 | $45.84 | $40M | +23,357 | −$9M |
| Cyberark Software | 0.12% | Hold | 244,291 | $163.77 | $40M | — | — |
| MSGS - MSG Sports · CL A | 0.12% | Hold | 225,000 | $176.30 | $40M | — | — |
| HEI - Heico · CL A | 0.11% | Reduce −3.4% | 304,959 | $129.22 | $39M | −10,881 | −$5M |
| SFM - Sprout Social | 0.11% | Hold | 775,000 | $49.88 | $39M | — | — |
| ZLAB - Zai Lab | 0.11% | Add +4.5% | 1,579,349 | $24.31 | $38M | +67,288 | −$4M |
| Stoneco · CL A | 0.11% | Reduce −11.3% | 3,540,424 | $10.67 | $38M | −450,005 | −$13M |
| V - VISA · CL A | 0.11% | Add +2.4% | 163,795 | $230.01 | $38M | +3,797 | −$322K |
| Couchbase | 0.11% | Hold | 2,148,762 | $17.16 | $37M | — | — |
| GDYN - Grid Dynamics · CL A | 0.11% | Hold | 3,000,000 | $12.18 | $37M | — | — |
| Inari Med | 0.11% | Add +18.2% | 557,937 | $65.40 | $36M | +86,000 | +$9M |
| INVH - Invitation Homes | 0.11% | Add +7.3% | 1,149,946 | $31.69 | $36M | +78,285 | −$423K |
| LOW - Lowes Cos | 0.10% | Reduce −19.7% | 167,682 | $207.84 | $35M | −41,110 | −$12M |
| POOL - POOL Corp | 0.10% | Reduce −0.1% | 94,673 | $356.10 | $34M | −80 | −$2M |
| JLL - Jones Lang Lasalle | 0.10% | Add +11.4% | 238,655 | $141.18 | $34M | +24,487 | +$326K |
| GOOG - Alphabet · CL C | 0.10% | Add +5.2% | 249,398 | $131.85 | $33M | +12,431 | +$4M |
| SHLS — · CL A | 0.10% | Hold | 1,800,000 | $18.25 | $33M | — | — |
| DT - Dynatrace | 0.09% | Add +24.1% | 694,360 | $46.73 | $32M | +134,792 | +$4M |
| ASML — | 0.09% | Reduce −0.7% | 54,800 | $588.66 | $32M | −384 | −$8M |
| COLD - Americold Rlty Tr | 0.09% | Add +3.3% | 1,056,048 | $30.41 | $32M | +34,000 | −$898K |
| The Beauty Health · CL A | 0.09% | Reduce −8.6% | 5,318,352 | $6.02 | $32M | −500,000 | −$17M |
| TW - Tradeweb Mkts · CL A | 0.09% | Add +0.3% | 389,479 | $80.20 | $31M | +1,214 | +$5M |
| NU — · CL A | 0.09% | Add +4190.1% | 4,290,135 | $7.25 | $31M | +4,190,135 | +$30M |
| Essent Group | 0.09% | Reduce −1.3% | 643,242 | $47.29 | $30M | −8,240 | −$70K |
| CZR — | 0.09% | Add +86.2% | 646,587 | $46.35 | $30M | +299,248 | +$12M |
| Repay · CL A | 0.09% | Hold | 3,914,000 | $7.59 | $30M | — | — |
| VRNS - Varonis Sys | 0.09% | Hold | 972,009 | $30.54 | $30M | — | — |
| ONT — | 0.09% | Hold | 1,009,837 | $29.26 | $30M | — | — |
| BAH — · CL A | 0.09% | Add +19.8% | 270,328 | $109.27 | $30M | +44,604 | +$4M |
| SITM - Sitime | 0.09% | Add +1.4% | 257,445 | $114.25 | $29M | +3,600 | −$533K |
| S - Sentinelone · CL A | 0.08% | New | 1,735,000 | $16.86 | $29M | +1,735,000 | +$29M |
| AMH — · CL A | 0.08% | Add +4.7% | 858,820 | $33.69 | $29M | +38,688 | −$140K |
| ILMN - Illumina | 0.08% | Reduce −48.9% | 210,010 | $137.28 | $29M | −200,733 | −$48M |
| Liberty Media Del | 0.08% | New | 891,511 | $32.10 | $29M | +891,511 | +$29M |
| Smartsheet · CL A | 0.08% | Add +36.2% | 706,636 | $40.46 | $29M | +187,754 | +$9M |
| TXRH - Texas Roadhouse | 0.08% | Add +16.9% | 296,213 | $96.10 | $28M | +42,755 | +$8K |
| DH - Definitive Healthcare | 0.08% | Hold | 3,503,924 | $7.99 | $28M | — | — |
| FOXA - Fox Factory | 0.08% | New | 275,000 | $99.08 | $27M | +275,000 | +$27M |
| E2open Parent · CL A | 0.08% | Hold | 6,000,000 | $4.54 | $27M | — | — |
| EGP - Eastgroup Pptys | 0.08% | Reduce −20.3% | 162,884 | $166.53 | $27M | −41,445 | −$8M |
| WTW - Willis Towers Watson Pub | 0.08% | Reduce −26.5% | 127,574 | $208.96 | $27M | −45,894 | −$14M |
| LPLA - Lpl Finl | 0.08% | Add +1.2% | 110,354 | $237.65 | $26M | +1,271 | +$3M |
| Stevanato Group S P A | 0.07% | Add +18.9% | 856,755 | $29.72 | $25M | +136,000 | +$2M |
| GFI - Gold Fields | 0.07% | Reduce −18.0% | 2,300,796 | $10.86 | $25M | −505,385 | −$14M |
| HLLY - Holley | 0.07% | Add +11.1% | 5,000,000 | $4.99 | $25M | +500,000 | +$7M |
| BILL — | 0.07% | Add +0.5% | 229,057 | $108.57 | $25M | +1,207 | −$2M |
| MC - Moelis & · CL A | 0.07% | Reduce −7.8% | 550,152 | $45.13 | $25M | −46,278 | −$2M |
| WIX — | 0.07% | Add +42.1% | 270,173 | $91.80 | $25M | +80,025 | +$10M |
| UNH - Unitedhealth Group | 0.07% | Add +4.5% | 46,042 | $504.19 | $23M | +1,986 | +$2M |
| Navitas Semiconductor | 0.07% | Reduce −7.2% | 3,336,664 | $6.95 | $23M | −259,821 | −$15M |
| MANU - Manchester Utd · CL A | 0.07% | Add +57.3% | 1,169,398 | $19.79 | $23M | +426,040 | +$5M |
| RCKT - Rocket Pharmaceuticals | 0.07% | Add +25.5% | 1,108,017 | $20.49 | $23M | +225,231 | +$5M |
| EPAM - Epam Sys | 0.06% | Reduce −15.4% | 86,689 | $255.69 | $22M | −15,750 | −$858K |
| DRVN - Driven Brands | 0.06% | Reduce −30.0% | 1,750,000 | $12.59 | $22M | −750,000 | −$46M |
| BAM — · CL A | 0.06% | Add +1.2% | 645,990 | $33.34 | $22M | +7,397 | +$700K |
| AMD - Advanced Micro Devices | 0.06% | Add +0.4% | 208,910 | $102.82 | $21M | +792 | −$2M |
| HLT - Hilton | 0.06% | Add +26.7% | 141,757 | $150.18 | $21M | +29,900 | +$5M |
| GLOB - Globant S A | 0.06% | Reduce −0.4% | 105,951 | $197.85 | $21M | −463 | +$2M |
| WDAY - Workday · CL A | 0.06% | Add +13.8% | 97,465 | $214.85 | $21M | +11,792 | +$2M |
| LFUS - Littelfuse | 0.06% | Reduce −14.5% | 83,236 | $247.32 | $21M | −14,096 | −$8M |
| HEI - Heico | 0.06% | Hold | 125,993 | $161.93 | $20M | — | — |
| CLVT - Clarivate Analytics | 0.06% | Reduce −40.0% | 3,000,000 | $6.71 | $20M | −2,000,000 | −$28M |
| Lufax · CL A | 0.06% | Add +22.1% | 18,416,696 | $1.06 | $20M | +3,330,411 | −$2M |
| TROW - T. Rowe Price | 0.06% | Reduce −6.1% | 185,520 | $104.87 | $19M | −12,000 | −$3M |
| FBIN - Fortune Brands | 0.06% | Hold | 312,752 | $62.16 | $19M | — | — |
| ZS - Zscaler | 0.06% | Reduce −3.9% | 123,968 | $155.59 | $19M | −4,984 | +$423K |
| MKTX - Marketaxess | 0.06% | Reduce −50.1% | 88,817 | $213.64 | $19M | −89,232 | −$28M |
| LLY - Lilly Eli & | 0.05% | Hold | 34,592 | $537.13 | $19M | — | — |
| EXR - Extra Space Storage | 0.05% | Reduce −35.1% | 151,281 | $121.58 | $18M | −81,644 | −$16M |
| PSA - Public Storage | 0.05% | Reduce −54.2% | 68,968 | $263.52 | $18M | −81,681 | −$26M |
| JD — · CL A | 0.05% | Reduce −62.0% | 613,835 | $29.13 | $18M | −1,002,052 | −$37M |
| XYZ - Block | 0.05% | Reduce −5.4% | 403,325 | $44.26 | $18M | −22,934 | −$11M |
| GTM - Zoominfo Technologies · CL A | 0.05% | Reduce −66.4% | 1,065,834 | $16.40 | $17M | −2,110,236 | −$63M |
| BNTX - Biontech Se | 0.05% | Add +123.1% | 158,911 | $108.64 | $17M | +87,686 | +$10M |
| VCYT - Veracyte | 0.05% | Hold | 759,880 | $22.33 | $17M | — | — |
| MBLY - Mobileye Global · CLASS A | 0.05% | Reduce −0.5% | 403,586 | $41.55 | $17M | −2,129 | +$1M |
| NOVA | 0.05% | Hold | 148,563 | $112.44 | $17M | — | — |
| Ichor | 0.05% | Reduce −1.1% | 538,384 | $30.96 | $17M | −6,000 | −$4M |
| ESTA - Establishment Labs | 0.05% | Add +29.0% | 333,777 | $49.07 | $16M | +75,000 | −$1M |
| AZNN — | 0.05% | Add +4.4% | 238,887 | $67.72 | $16M | +10,000 | −$204K |
| MPWR - Monolithic Pwr Sys | 0.05% | Add +6.0% | 34,976 | $462.00 | $16M | +1,976 | −$2M |
| HUBS - Hubspot | 0.05% | Add +0.1% | 32,286 | $492.50 | $16M | +42 | −$1M |
| CERT - Certara | 0.05% | Add +15.1% | 1,069,103 | $14.54 | $16M | +140,000 | −$1M |
| FWONA - Liberty Media Del | 0.04% | New | 266,176 | $56.54 | $15M | +266,176 | +$15M |
| TKO - TKO Group · CL A | 0.04% | New | 169,889 | $84.06 | $14M | +169,889 | +$14M |
| ALKT - Alkami Technology | 0.04% | Add +0.8% | 780,130 | $18.22 | $14M | +6,064 | +$2M |
| TRNO - Terreno Rlty | 0.04% | Reduce −10.1% | 250,052 | $56.80 | $14M | −28,240 | −$3M |
| RH | 0.04% | Reduce −20.4% | 53,109 | $264.36 | $14M | −13,611 | −$8M |
| Liberty Media Del | 0.04% | New | 500,000 | $25.46 | $13M | +500,000 | +$13M |
| Shockwave Med | 0.04% | Add +42.3% | 62,730 | $199.10 | $12M | +18,650 | −$91K |
| ACVA - Acv Auctions · CL A | 0.04% | Reduce −45.9% | 821,309 | $15.18 | $12M | −696,417 | −$14M |
| TTWO - Take Two | 0.04% | Add +0.7% | 87,306 | $140.39 | $12M | +595 | −$504K |
| QLYS - Qualys | 0.04% | Reduce −45.9% | 79,008 | $152.55 | $12M | −67,000 | −$7M |
| MRVL - Marvell Technology | 0.03% | Add +9.7% | 220,406 | $54.13 | $12M | +19,428 | −$84K |
| TMO - Thermo Fisher Scientific | 0.03% | Add +5.0% | 23,160 | $506.17 | $12M | +1,101 | +$214K |
| Revance Therapeutics | 0.03% | Reduce −9.1% | 1,020,234 | $11.47 | $12M | −102,432 | −$17M |
| NOVT - Novanta | 0.03% | Hold | 80,959 | $143.44 | $12M | — | — |
| Holding | 0.03% | Reduce −0.9% | 3,914,055 | $2.78 | $11M | −36,979 | −$4M |
| SDGR - Schrodinger | 0.03% | Reduce −6.0% | 376,037 | $28.27 | $11M | −23,997 | −$9M |
| Legend Biotech | 0.03% | Add +139.3% | 157,200 | $67.17 | $11M | +91,500 | +$6M |
| Silk Rd Med | 0.03% | Reduce −27.0% | 687,837 | $14.99 | $10M | −255,000 | −$20M |
| JEF - Jefferies Finl Group | 0.03% | Hold | 279,528 | $36.63 | $10M | — | — |
| Oddity Tech · CL A | 0.03% | New | 349,517 | $28.35 | $10M | +349,517 | +$10M |
| Fiverr Intl | 0.03% | Add +12.0% | 393,231 | $24.47 | $10M | +42,161 | +$491K |
| AVB - Avalonbay Cmntys | 0.03% | Add +4.7% | 55,325 | $171.74 | $10M | +2,500 | −$497K |
| MRK - Merck & | 0.03% | Hold | 87,400 | $102.95 | $9M | — | — |
| VMC - Vulcan Matls | 0.03% | Hold | 43,531 | $202.02 | $9M | — | — |
| MUFG — | 0.02% | Add +20.9% | 964,232 | $8.49 | $8M | +166,454 | +$2M |
| TEAM - Atlassian · CL A | 0.02% | Add +0.1% | 40,450 | $201.51 | $8M | +46 | +$1M |
| AMT - American Tower | 0.02% | Reduce −75.4% | 49,060 | $164.45 | $8M | −150,518 | −$31M |
| VRTX - Vertex Pharmaceuticals | 0.02% | Hold | 23,000 | $347.74 | $8M | — | — |
| TXG - 10X Genomics | 0.02% | Add +554.9% | 180,926 | $41.25 | $7M | +153,300 | +$6M |
| MRVI — · CL A | 0.02% | Hold | 681,169 | $10.00 | $7M | — | — |
| A - Agilent Technologies | 0.02% | Add +5.3% | 60,727 | $111.82 | $7M | +3,061 | −$144K |
| EQR - Equity Residential | 0.02% | Add +7.9% | 114,775 | $58.71 | $7M | +8,400 | −$279K |
| HGV - Hilton Grand Vacations | 0.02% | Reduce −3.4% | 164,000 | $40.70 | $7M | −5,840 | −$1M |
| HDB - Hdfc Bank | 0.02% | Hold | 110,284 | $59.01 | $7M | — | — |
| INTU - Intuit | 0.02% | Add +12.8% | 12,403 | $510.94 | $6M | +1,412 | +$1M |
| SPGI - S&P Global | 0.02% | Add +14.5% | 17,237 | $365.41 | $6M | +2,182 | +$263K |
| FR - First Indl Rlty Tr | 0.02% | Add +71.3% | 130,339 | $47.59 | $6M | +54,247 | +$2M |
| BSX - Boston Scientific | 0.02% | Add +44.0% | 112,300 | $52.80 | $6M | +34,300 | +$2M |
| RHI - Robert Half Intl | 0.02% | Hold | 75,678 | $73.28 | $6M | — | — |
| ZTS - Zoetis · CL A | 0.02% | Hold | 31,700 | $173.98 | $6M | — | — |
| DHR - Danaher Del | 0.02% | Add +30.3% | 21,743 | $248.10 | $5M | +5,060 | +$1M |
| GMAB - Genmab A/S | 0.02% | Reduce −9.1% | 148,945 | $35.27 | $5M | −15,000 | −$978K |
| MANH - Manhattan Assocs | 0.01% | Reduce −29.5% | 25,649 | $197.66 | $5M | −10,750 | −$2M |
| SMRT - Smartrent | 0.01% | Reduce −13.8% | 1,922,042 | $2.61 | $5M | −307,373 | −$4M |
| VTR - Ventas | 0.01% | Reduce −23.0% | 114,091 | $42.13 | $5M | −33,991 | −$2M |
| ACN - Accenture Ireland · CLASS A | 0.01% | Reduce −2.3% | 15,360 | $307.11 | $5M | −363 | −$135K |
| MCK - Mckesson | 0.01% | Add +10.2% | 10,800 | $434.85 | $5M | +1,000 | +$509K |
| STEP - Stepstone Group · CL A | 0.01% | Add +26.3% | 142,749 | $31.58 | $5M | +29,717 | +$2M |
| HCA - Hca Healthcare | 0.01% | Hold | 18,300 | $245.98 | $5M | — | — |
| Taboola | 0.01% | Reduce −3.7% | 1,158,863 | $3.79 | $4M | −44,141 | +$651K |
| AEM - Agnico Eagle Mines | 0.01% | Hold | 95,758 | $45.45 | $4M | — | — |
| ARWR - Arrowhead Pharmaceuticals | 0.01% | Add +0.1% | 156,619 | $26.87 | $4M | +174 | −$1M |
| DRH - Diamondrock Hospitality | 0.01% | New | 481,480 | $8.03 | $4M | +481,480 | +$4M |
| MCO - Moodys | 0.01% | Add +20.2% | 12,143 | $316.17 | $4M | +2,044 | +$328K |
| ALGM - Allegro Microsystems | 0.01% | Reduce −68.5% | 115,795 | $31.94 | $4M | −252,000 | −$13M |
| DKS - Dicks Sporting Goods | 0.01% | Reduce −21.9% | 33,831 | $108.58 | $4M | −9,489 | −$2M |
| NDSN - Nordson | 0.01% | Hold | 16,268 | $223.17 | $4M | — | — |
| CUBE - Cubesmart | 0.01% | Reduce −17.8% | 91,008 | $38.13 | $3M | −19,750 | −$1M |
| XENE - Xenon Pharmaceuticals | 0.01% | Hold | 100,100 | $34.16 | $3M | — | — |
| PCOR - Procore Technologies | 0.01% | New | 51,877 | $65.32 | $3M | +51,877 | +$3M |
| CME - CME Group | 0.01% | Add +4.8% | 16,794 | $200.22 | $3M | +767 | +$393K |
| ADBE - Adobe Systems | 0.01% | Add +45.0% | 6,342 | $509.90 | $3M | +1,968 | +$1M |
| SKT — | 0.01% | Reduce −0.9% | 138,725 | $22.60 | $3M | −1,300 | +$45K |
| HUM - Humana | 0.01% | Reduce −30.5% | 6,425 | $486.52 | $3M | −2,825 | −$1M |
| ELV - Elevance Health | 0.01% | Reduce −28.7% | 6,700 | $435.42 | $3M | −2,700 | −$1M |
| Exact Sciences | 0.01% | Reduce −32.2% | 40,000 | $68.22 | $3M | −19,000 | −$3M |
| COST - Costco Whsl | 0.01% | Add +6.4% | 3,990 | $564.96 | $2M | +239 | +$235K |
| APO - Apollo Global Mgmt | 0.01% | Add +7.0% | 23,000 | $89.76 | $2M | +1,500 | +$413K |
| TNL - Travel Plus Leisure | 0.01% | Reduce −48.1% | 55,964 | $36.73 | $2M | −51,800 | −$2M |
| NICE — | 0.01% | Hold | 11,035 | $170.00 | $2M | — | — |
| PGR - Progressive | 0.01% | Add +4.0% | 13,000 | $139.30 | $2M | +500 | +$156K |
| ACLXGBX - Arcellx | 0.01% | Add +25.0% | 50,000 | $35.88 | $2M | +10,000 | +$529K |
| VICI - Vici Pptys | 0.01% | Reduce −48.1% | 60,900 | $29.10 | $2M | −56,400 | −$2M |
| PODD - Insulet | 0.00% | Hold | 9,565 | $159.49 | $2M | — | — |
| TXN - Texas Instrs | 0.00% | Add +11.1% | 9,365 | $159.01 | $1M | +933 | −$29K |
| FISV - Fiserv | 0.00% | Reduce −2.3% | 13,000 | $112.96 | $1M | −300 | −$209K |
| LBRDA - Liberty Broadband | 0.00% | Reduce −92.7% | 15,672 | $91.32 | $1M | −200,000 | −$16M |
| BLK - Blackrock | 0.00% | Add +4.8% | 2,200 | $646.49 | $1M | +100 | −$29K |
| Envestnet | 0.00% | Hold | 31,643 | $44.03 | $1M | — | — |
| KMX - Carmax | 0.00% | Reduce −40.1% | 18,775 | $70.73 | $1M | −12,589 | −$1M |
| TTC - TORO | 0.00% | Hold | 13,610 | $83.10 | $1M | — | — |
| DNLI - Denali Therapeutics | 0.00% | Hold | 50,500 | $20.63 | $1M | — | — |
| GPN - Global Pmts | 0.00% | Add +3.4% | 9,000 | $115.39 | $1M | +300 | +$181K |
| Paylocity | 0.00% | Reduce −5.6% | 5,153 | $181.70 | $936K | −304 | −$71K |
| ALX - Alexanders | 0.00% | Hold | 5,000 | $182.23 | $911K | — | — |
| GOOGL - Alphabet · CL A | 0.00% | Reduce −73.6% | 6,850 | $130.86 | $896K | −19,125 | −$2M |
| JKHY - Henry Jack & Assoc | 0.00% | Hold | 5,700 | $151.14 | $861K | — | — |
| TEL - Te Connectivity | 0.00% | Hold | 6,675 | $123.53 | $825K | — | — |
| CYTK - Cytokinetics | 0.00% | Reduce −37.5% | 25,000 | $29.46 | $737K | −15,000 | −$568K |
| EW - Edwards Lifesciences | 0.00% | Hold | 9,653 | $69.28 | $669K | — | — |
| BN - Brookfield Infrastructure | 0.00% | Reduce −57.2% | 18,767 | $35.34 | $663K | −25,100 | −$1M |
| MDB - Mongodb | 0.00% | Reduce −24.4% | 1,828 | $345.86 | $632K | −590 | −$362K |
| WRBY - Warby Parker | 0.00% | Reduce −82.1% | 46,122 | $13.16 | $607K | −211,420 | −$2M |
| HD - Home Depot | 0.00% | Hold | 2,000 | $302.16 | $604K | — | — |
| AAT — | 0.00% | Reduce −87.5% | 28,500 | $19.45 | $554K | −200,000 | −$4M |
| BRK.A - Berkshire Hathaway · CL A | 0.00% | Hold | 1 | $531,477 | $531K | — | — |
| QCOM - Qualcomm | 0.00% | Hold | 4,000 | $111.06 | $444K | — | — |
| EFX - Equifax | 0.00% | Reduce −39.5% | 2,300 | $183.18 | $421K | −1,500 | −$473K |
| Similarweb | 0.00% | Add +1.9% | 53,951 | $6.48 | $350K | +993 | +$2K |
| AAPL - Apple | 0.00% | Add +199.3% | 2,017 | $171.21 | $345K | +1,343 | +$215K |
| EL - Estee Lauder | 0.00% | Hold | 2,280 | $144.55 | $330K | — | — |
| VCTR - Victory Cap · CL A | 0.00% | Hold | 9,187 | $33.34 | $306K | — | — |
| Innovid | 0.00% | Reduce −37.7% | 223,332 | $1.28 | $286K | −135,143 | −$105K |
| FAST - Fastenal | 0.00% | Hold | 5,110 | $54.64 | $279K | — | — |
| SMCI - Super Micro Computer | 0.00% | Add +89.3% | 994 | $274.22 | $273K | +469 | +$142K |
| PG - Procter & Gamble | 0.00% | Hold | 1,796 | $145.86 | $262K | — | — |
| GS - Goldman Sachs Group | 0.00% | Hold | 800 | $323.57 | $259K | — | — |
| Holding | 0.00% | Hold | 35,000 | $6.50 | $228K | — | — |
| Pegasystems | 0.00% | Reduce −92.5% | 4,263 | $43.41 | $185K | −52,504 | −$3M |
| AVGO - Broadcom | 0.00% | Add +32.1% | 173 | $830.58 | $144K | +42 | +$30K |
| LRCX - Lam Research | 0.00% | Add +21.9% | 206 | $626.77 | $129K | +37 | +$20K |
| NCNO - Ncino | 0.00% | Reduce −56.3% | 3,500 | $31.80 | $111K | −4,500 | −$130K |
| Paymentus | 0.00% | Reduce −53.6% | 6,500 | $16.60 | $108K | −7,500 | −$40K |
| SJM - Smucker J M | 0.00% | Hold | 251 | $122.91 | $31K | — | — |
| VTS - Vitesse Energy | 0.00% | Hold | 1,318 | $22.89 | $30K | — | — |
| CYH — | 0.00% | Hold | 100 | $2.90 | $290 | — | — |
| BN - Brookfield Reins · CL A | 0.00% | Hold | 2 | $31.50 | $63 | — | — |
Showing top 50 of 332 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Liberty Media Delaware | 0.25% | Exit | 0 | $75.28 | $90M | −1,200,000 | −$90M |
| Liberty Media Delaware | 0.06% | Exit | 0 | $32.73 | $20M | −625,000 | −$20M |
| Liberty Media Delaware | 0.06% | Exit | 0 | $67.62 | $20M | −295,711 | −$20M |
| World Wrestling Entmt · CL A | 0.05% | Exit | 0 | $108.47 | $20M | −181,412 | −$20M |
| Tenaris S A | 0.04% | Exit | 0 | $29.95 | $14M | −470,067 | −$14M |
| Abcam | 0.03% | Exit | 0 | $24.47 | $11M | −429,419 | −$11M |
| EA - Electronic Arts | 0.03% | Exit | 0 | $129.70 | $10M | −78,821 | −$10M |
| Velo3d | 0.03% | Exit | 0 | $2.16 | $9M | −4,337,125 | −$9M |
| LBRDA - Liberty Broadband | 0.02% | Exit | 0 | $79.73 | $6M | −75,000 | −$6M |
| BN - Brookfield Renewable · CL A | 0.01% | Exit | 0 | $31.52 | $5M | −159,034 | −$5M |
| IEMG - Ishares | 0.01% | Exit | 0 | $49.28 | $3M | −69,800 | −$3M |
| ABT - Abbott Labs | 0.01% | Exit | 0 | $109.02 | $3M | −24,362 | −$3M |
| APP - Applovin · CL A | 0.01% | Exit | 0 | $25.73 | $2M | −94,047 | −$2M |
| Activision Blizzard | 0.01% | Exit | 0 | $84.30 | $2M | −25,135 | −$2M |
| CERS - Cerus | 0.01% | Exit | 0 | $2.46 | $2M | −825,009 | −$2M |
| Inhibrx | — | Exit | 0 | $25.97 | $779K | −30,000 | −$779K |
| Sanara Medtech | — | Exit | 0 | $40.10 | $590K | −14,713 | −$590K |
| NFLX - Netflix | — | Exit | 0 | $440.00 | $286K | −650 | −$286K |
| PINS - Pinterest · CL A | — | Exit | 0 | $27.34 | $224K | −8,192 | −$224K |
| Expensify | — | Exit | 0 | $8.00 | $96K | −12,000 | −$96K |
| AEHR - Aehr Test Sys | — | Exit | 0 | $41.04 | $79K | −1,925 | −$79K |
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