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 Q4 2023 Q3 · filed 14 Feb · long equity

TSLA - Tesla 11.72% Add +0.2% 17,708,489 $248.48 $4.4B +39,544 −$21M
IT - Gartner 5.32% Reduce −4.9% 4,426,192 $451.11 $2B −230,195 +$397M
CSGP - Costar Group 4.51% Add +1.0% 19,391,283 $87.39 $1.7B +194,781 +$219M
ACGL - Arch Cap Group 4.21% Add +0.3% 21,292,042 $74.27 $1.6B +69,114 −$110M
FDS - Factset Resh Sys 3.53% Add +0.9% 2,777,627 $477.05 $1.3B +26,031 +$122M
MSCI - MSCI Inc · CL A 3.43% Add +0.9% 2,279,500 $565.65 $1.3B +19,395 +$130M
IDXX - Idexx Labs 3.40% Reduce −1.6% 2,300,017 $555.05 $1.3B −36,313 +$255M
MTN - Vail Resorts 2.80% Add +4.2% 4,920,015 $213.47 $1.1B +198,801 +$3M
ANSS - Ansys 1.92% Reduce −0.8% 1,987,400 $362.88 $721M −15,317 +$125M
H - Hyatt Hotels · CL A 1.88% Add +1.5% 5,405,089 $130.41 $705M +77,810 +$140M
GWRE - Guidewire Software 1.85% Add +2.0% 6,361,042 $109.04 $694M +122,160 +$132M
KNSL - Kinsale Cap Group 1.72% Reduce −3.0% 1,925,514 $334.91 $645M −59,575 −$177M
IRDM - Iridium Communications 1.54% Reduce −3.7% 14,045,775 $41.16 $578M −537,542 −$85M
SCHW - Schwab Charles 1.49% Add +0.3% 8,127,538 $68.80 $559M +25,063 +$114M
RRR - Red Rock Resorts · CL A 1.47% Add +5.1% 10,358,854 $53.33 $552M +501,891 +$148M
CHH - Choice Hotels Intl 1.45% Add +3.8% 4,810,297 $113.30 $545M +176,171 −$23M
GLPI - Gaming & Leisure Pptys 1.10% Reduce −0.5% 8,374,698 $49.35 $413M −43,738 +$30M
TECH - Bio Techne 1.10% Reduce −0.4% 5,352,006 $77.16 $413M −23,953 +$47M
MTD - Mettler Toledo 1.06% Reduce −1.9% 326,722 $1,213 $396M −6,173 +$27M
PRI - Primerica 1.05% Reduce −0.9% 1,908,848 $205.76 $393M −16,803 +$19M
MORN - Morningstar 1.01% Reduce −0.3% 1,322,451 $286.24 $379M −4,157 +$68M
WST - West Pharmaceutical Svsc 0.94% Reduce −5.0% 997,821 $352.12 $351M −52,362 −$43M
VRSK - Verisk Analytics · CL A 0.88% Add +2.5% 1,380,219 $238.86 $330M +34,139 +$12M
VRT - Vertiv · CL A 0.86% Reduce −4.9% 6,750,000 $48.03 $324M −350,000 +$60M
ICLR - ICON 0.74% Add +0.1% 987,761 $283.07 $280M +755 +$37M
NVDA - Nvidia 0.73% Reduce −9.7% 556,881 $495.22 $276M −59,942 +$7M
FND - Floor & Decor · CL A 0.67% Reduce −3.1% 2,257,893 $111.56 $252M −72,242 +$41M
SITE - Siteone Landscape Supply 0.65% Add +5.3% 1,495,341 $162.50 $243M +74,734 +$11M
DAY - Ceridian Hcm 0.64% Add +0.9% 3,565,708 $67.12 $239M +30,874 −$508K
TSM - Taiwan Semiconductor Mfg 0.60% Reduce −15.8% 2,163,055 $104.00 $225M −406,925 +$2M
EFOR - ASGN 0.57% Add +0.8% 2,227,200 $96.17 $214M +17,038 +$34M
TREX — 0.55% Reduce −8.3% 2,505,372 $82.79 $207M −228,025 +$39M
MSFT - Microsoft 0.54% Add +10.3% 540,002 $376.04 $203M +50,486 +$48M
EQIX - Equinix 0.51% Add +0.5% 236,271 $805.39 $190M +1,257 +$20M
TOL - Toll Brothers 0.49% Add +0.9% 1,801,690 $102.79 $185M +16,725 +$53M
Endava 0.49% Reduce −4.0% 2,356,089 $77.85 $183M −98,686 +$43M
FICO - Fair Isaac 0.47% Reduce −9.8% 151,004 $1,164 $176M −16,381 +$30M
FIGS - FIGS Inc · CL A 0.47% Add +0.7% 25,215,484 $6.95 $175M +182,654 +$28M
SHOP - Shopify · CL A 0.46% Add +3.2% 2,214,958 $77.90 $173M +68,607 +$55M
IBP - Installed Bldg Prods 0.45% Reduce −9.4% 915,905 $182.82 $167M −94,870 +$41M
CNS - Cohen & Steers 0.44% Reduce −3.2% 2,178,035 $75.73 $165M −71,749 +$24M
BFAM — 0.43% Reduce −15.3% 1,713,999 $94.24 $162M −308,573 −$3M
ARE — 0.42% Add +2.5% 1,232,649 $126.77 $156M +30,276 +$36M
I3N - Chart Inds 0.42% Add +9.5% 1,145,013 $136.33 $156M +98,956 −$21M
HLI - Houlihan Lokey · CL A 0.41% Reduce −0.1% 1,298,610 $119.91 $156M −967 +$17M
AMZN - Amazon 0.41% Add +2.1% 1,024,453 $151.94 $156M +21,289 +$28M
ROP - Roper Technologies 0.41% Hold 283,609 $545.17 $155M
Krispy Kreme 0.38% Add +2.9% 9,487,867 $15.09 $143M +266,210 +$28M
BIRK - Birkenstock 0.38% New 2,934,001 $48.73 $143M +2,934,001 +$143M
TTD - The Trade Desk · CL A 0.37% Add +4.3% 1,928,933 $71.96 $139M +79,453 −$6M

Showing top 50 of 323 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
The Beauty Health · CL A 0.09% Exit 0 $6.02 $32M −5,318,352 −$32M
E2open Parent · CL A 0.08% Exit 0 $4.54 $27M −6,000,000 −$27M
Lufax · CL A 0.06% Exit 0 $1.06 $20M −18,416,696 −$20M
JD — · CL A 0.05% Exit 0 $29.13 $18M −613,835 −$18M
GTM - Zoominfo Technologies · CL A 0.05% Exit 0 $16.40 $17M −1,065,834 −$17M
Liberty Media Del 0.04% Exit 0 $25.46 $13M −500,000 −$13M
ARWR - Arrowhead Pharmaceuticals 0.01% Exit 0 $26.87 $4M −156,619 −$4M
CUBE - Cubesmart 0.01% Exit 0 $38.13 $3M −91,008 −$3M
TNL - Travel Plus Leisure 0.01% Exit 0 $36.74 $2M −55,964 −$2M
VICI - Vici Pptys 0.01% Exit 0 $29.10 $2M −60,900 −$2M
PODD - Insulet Exit 0 $159.54 $2M −9,565 −$2M
Paylocity Exit 0 $181.64 $936K −5,153 −$936K
CYTK - Cytokinetics Exit 0 $29.48 $737K −25,000 −$737K
AAT — Exit 0 $19.44 $554K −28,500 −$554K
Similarweb Exit 0 $6.49 $350K −53,951 −$350K
EL - Estee Lauder Exit 0 $144.74 $330K −2,280 −$330K
SMCI - Super Micro Computer Exit 0 $274.65 $273K −994 −$273K
Pegasystems Exit 0 $43.40 $185K −4,263 −$185K
Paymentus Exit 0 $16.62 $108K −6,500 −$108K
DUOL - Duolingo · CL A Exit 0 $165.25 $39K −236 −$39K
ARM — Exit 0 $52.86 $37K −700 −$37K
BN - Brookfield Reins · CL A Exit 0 −2 $—

* 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 Q3. 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