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

2024 Q1 2023 Q4 · filed 15 May · long equity

TSLA - Tesla 8.07% Reduce −2.8% 17,217,795 $175.79 $3B −490,694 −$1.4B
IT - Gartner 5.40% Reduce −4.0% 4,250,733 $476.67 $2B −175,459 +$29M
ACGL - Arch Cap Group 5.18% Reduce −1.3% 21,024,711 $92.44 $1.9B −267,331 +$362M
CSGP - Costar Group 4.98% Reduce −0.3% 19,337,618 $96.60 $1.9B −53,665 +$173M
MSCI - MSCI Inc · CL A 3.37% Reduce −1.1% 2,254,035 $560.45 $1.3B −25,465 −$26M
FDS - Factset Resh Sys 3.31% Reduce −1.5% 2,737,284 $454.39 $1.2B −40,343 −$81M
IDXX - Idexx Labs 3.03% Reduce −8.5% 2,104,951 $539.93 $1.1B −195,066 −$140M
MTN - Vail Resorts 2.85% Reduce −2.5% 4,795,287 $222.83 $1.1B −124,728 +$18M
KNSL - Kinsale Cap Group 2.69% Reduce −0.2% 1,920,920 $524.74 $1B −4,594 +$363M
H - Hyatt Hotels · CL A 2.29% Reduce −0.5% 5,377,052 $159.62 $858M −28,037 +$153M
GWRE - Guidewire Software 1.93% Reduce −2.3% 6,215,742 $116.71 $725M −145,300 +$32M
RRR - Red Rock Resorts · CL A 1.66% Add +0.5% 10,409,100 $59.82 $623M +50,246 +$70M
ANSS - Ansys 1.63% Reduce −11.6% 1,756,370 $347.16 $610M −231,030 −$111M
CHH - Choice Hotels Intl 1.60% Reduce −1.2% 4,754,307 $126.35 $601M −55,990 +$56M
SCHW - Schwab Charles 1.43% Reduce −8.6% 7,432,213 $72.34 $538M −695,325 −$22M
PRI - Primerica 1.28% Reduce −0.2% 1,904,478 $252.96 $482M −4,370 +$89M
MTD - Mettler Toledo 1.08% Reduce −6.8% 304,583 $1,331 $405M −22,139 +$9M
MORN - Morningstar 1.08% Reduce −1.0% 1,308,671 $308.37 $404M −13,780 +$25M
NVDA - Nvidia 1.07% Reduce −19.9% 446,166 $903.56 $403M −110,715 +$127M
VRT - Vertiv · CL A 1.06% Reduce −28.1% 4,850,000 $81.67 $396M −1,900,000 +$72M
GLPI - Gaming & Leisure Pptys 1.01% Reduce −1.3% 8,264,702 $46.07 $381M −109,996 −$33M
WST - West Pharmaceutical Svsc 0.94% Reduce −10.6% 891,945 $395.71 $353M −105,876 +$2M
TECH - Bio Techne 0.94% Reduce −6.6% 4,998,210 $70.39 $352M −353,796 −$61M
ICLR - ICON 0.87% Reduce −1.8% 969,991 $335.95 $326M −17,770 +$46M
IRDM - Iridium Communications 0.83% Reduce −15.1% 11,925,775 $26.16 $312M −2,120,000 −$266M
VRSK - Verisk Analytics · CL A 0.82% Reduce −5.4% 1,305,629 $235.73 $308M −74,590 −$22M
SITE - Siteone Landscape Supply 0.70% Add 0.0% 1,495,837 $174.55 $261M +496 +$18M
MSFT - Microsoft 0.66% Add +8.7% 586,917 $420.72 $247M +46,915 +$44M
FND - Floor & Decor · CL A 0.63% Reduce −18.8% 1,832,533 $129.62 $238M −425,360 −$14M
EFOR - ASGN 0.62% Hold 2,227,200 $104.76 $233M
TOL - Toll Brothers 0.62% Reduce −0.4% 1,793,790 $129.37 $232M −7,900 +$47M
TREX — 0.61% Reduce −8.3% 2,297,372 $99.75 $229M −208,000 +$22M
SPOT - Spotify Technology S A 0.61% Add +28.3% 864,584 $263.90 $228M +190,931 +$102M
DAY - Dayforce 0.61% Reduce −3.5% 3,439,154 $66.21 $228M −126,554 −$12M
IBP - Installed Bldg Prods 0.55% Reduce −13.2% 795,178 $258.73 $206M −120,727 +$38M
I3N - Chart Inds 0.51% Add +2.2% 1,170,013 $164.72 $193M +25,000 +$37M
AMZN - Amazon 0.51% Add +4.0% 1,065,160 $180.38 $192M +40,707 +$36M
BFAM — 0.50% Reduce −3.0% 1,662,978 $113.36 $189M −51,021 +$27M
FICO - Fair Isaac 0.46% Reduce −9.4% 136,818 $1,250 $171M −14,186 −$5M
SHOP - Shopify · CL A 0.45% Reduce −0.5% 2,204,973 $77.17 $170M −9,985 −$2M
HLI - Houlihan Lokey · CL A 0.44% Reduce 0.0% 1,298,140 $128.19 $166M −470 +$11M
TTD - The Trade Desk · CL A 0.44% Reduce −1.4% 1,901,685 $87.42 $166M −27,248 +$27M
CNS - Cohen & Steers 0.44% Reduce −1.6% 2,143,035 $76.89 $165M −35,000 −$165K
EQIX - Equinix 0.44% Reduce −16.0% 198,503 $825.33 $164M −37,768 −$26M
ARE — 0.41% Reduce −2.4% 1,203,016 $128.91 $155M −29,633 −$1M
ROP - Roper Technologies 0.40% Reduce −6.6% 264,763 $560.84 $148M −18,846 −$6M
Krispy Kreme 0.40% Add +2.6% 9,734,467 $15.24 $148M +246,600 +$5M
TSM - Taiwan Semiconductor Mfg 0.39% Reduce −50.7% 1,066,264 $136.05 $145M −1,096,791 −$80M
CPNG - Coupang 0.38% Add +9.6% 7,942,062 $17.79 $141M +693,898 +$24M
BIRK - Birkenstock 0.37% Add +1.4% 2,974,458 $47.25 $141M +40,457 −$2M

Showing top 50 of 329 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
COO - Cooper Cos 0.25% Exit 0 $378.44 $95M −251,098 −$95M
MKTX - Marketaxess 0.05% Exit 0 $292.84 $20M −67,596 −$20M
CLVT - Clarivate Analytics 0.05% Exit 0 $9.26 $19M −2,000,000 −$19M
Stoneco · CL A 0.03% Exit 0 $18.03 $11M −626,634 −$11M
QLYS - Qualys 0.02% Exit 0 $196.27 $9M −46,222 −$9M
Ichor 0.02% Exit 0 $33.63 $8M −231,384 −$8M
EPAM - Epam Sys 0.02% Exit 0 $297.35 $8M −25,263 −$8M
GPCR - Structure Therapeutics 0.01% Exit 0 $40.76 $5M −118,333 −$5M
VTR - Ventas 0.01% Exit 0 $49.85 $3M −62,893 −$3M
HUM - Humana 0.01% Exit 0 $457.88 $2M −5,425 −$2M
VGT - Vanguard World Fds Exit 0 $484.10 $2M −3,396 −$2M
MRNA - Moderna Exit 0 $99.47 $746K −7,500 −$746K
VLTO - Veralto Exit 0 $82.38 $273K −3,314 −$273K
QQQ - Invesco Qqq Tr Exit 0 $407.98 $133K −326 −$133K
SPY - Spdr S&P 500 ETF Tr Exit 0 $483.33 $29K −60 −$29K

* 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 Q4. 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