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 Q2 2024 Q1 · filed 14 Aug · long equity

TSLA - Tesla 8.79% Reduce −9.9% 15,516,436 $197.88 $3.1B −1,701,359 +$44M
ACGL - Arch Cap Group 6.04% Reduce −0.5% 20,920,200 $100.89 $2.1B −104,511 +$167M
IT - Gartner 5.38% Reduce −1.6% 4,183,919 $449.06 $1.9B −66,814 −$147M
CSGP - Costar Group 4.09% Reduce −0.3% 19,270,998 $74.14 $1.4B −66,620 −$439M
FDS - Factset Resh Sys 3.10% Reduce −3.1% 2,652,470 $408.27 $1.1B −84,814 −$161M
MSCI - MSCI Inc · CL A 3.06% Reduce −1.7% 2,215,410 $481.75 $1.1B −38,625 −$196M
IDXX - Idexx Labs 2.84% Reduce −3.3% 2,035,337 $487.20 $992M −69,614 −$145M
MTN - Vail Resorts 2.60% Add +5.3% 5,048,808 $180.13 $909M +253,521 −$159M
GWRE - Guidewire Software 2.42% Reduce −1.5% 6,125,291 $137.89 $845M −90,451 +$119M
H - Hyatt Hotels · CL A 2.36% Add +0.7% 5,414,796 $151.92 $823M +37,744 −$36M
KNSL - Kinsale Cap Group 2.00% Reduce −5.5% 1,816,122 $385.28 $700M −104,798 −$308M
RRR - Red Rock Resorts · CL A 1.65% Add +1.0% 10,516,775 $54.93 $578M +107,675 −$45M
CHH - Choice Hotels Intl 1.63% Add +0.3% 4,770,041 $119.00 $568M +15,734 −$33M
ANSS - Ansys 1.58% Reduce −2.3% 1,715,443 $321.50 $552M −40,927 −$58M
SCHW - Schwab Charles 1.56% Reduce −0.8% 7,374,681 $73.69 $543M −57,532 +$6M
PRI - Primerica 1.25% Reduce −3.2% 1,843,312 $236.58 $436M −61,166 −$46M
NVDA - Nvidia 1.19% Add +651.4% 3,352,471 $123.54 $414M +2,906,305 +$11M
MTD - Mettler Toledo 1.18% Reduce −3.3% 294,604 $1,398 $412M −9,979 +$6M
MORN - Morningstar 1.11% Reduce −0.1% 1,306,937 $295.85 $387M −1,734 −$17M
GLPI - Gaming & Leisure Pptys 1.07% Reduce −0.2% 8,248,597 $45.21 $373M −16,105 −$8M
VRSK - Verisk Analytics · CL A 1.00% Reduce −1.1% 1,290,835 $269.55 $348M −14,794 +$40M
TECH - Bio Techne 0.98% Reduce −4.4% 4,776,592 $71.65 $342M −221,618 −$10M
VRT - Vertiv · CL A 0.94% Reduce −21.6% 3,800,000 $86.57 $329M −1,050,000 −$67M
ICLR - ICON 0.87% Add +0.2% 971,926 $313.47 $305M +1,935 −$21M
IRDM - Iridium Communications 0.85% Reduce −6.2% 11,182,841 $26.62 $298M −742,934 −$14M
SPOT - Spotify Technology S A 0.80% Add +2.4% 885,403 $313.79 $278M +20,819 +$50M
MSFT - Microsoft 0.79% Add +5.8% 620,929 $446.95 $278M +34,012 +$31M
WST - West Pharmaceutical Svsc 0.72% Reduce −14.4% 763,168 $329.39 $251M −128,777 −$102M
AMZN - Amazon 0.60% Add +1.6% 1,081,880 $193.25 $209M +16,720 +$17M
EFOR - ASGN 0.54% Reduce −4.5% 2,127,200 $88.17 $188M −100,000 −$46M
TTD - The Trade Desk · CL A 0.53% Reduce −1.1% 1,880,288 $97.67 $184M −21,397 +$17M
BFAM — 0.52% Reduce −1.6% 1,635,596 $110.08 $180M −27,382 −$8M
SITE - Siteone Landscape Supply 0.50% Reduce −3.0% 1,451,090 $121.41 $176M −44,747 −$85M
DAY - Dayforce 0.50% Add +2.8% 3,533,774 $49.60 $175M +94,620 −$52M
HLI - Houlihan Lokey · CL A 0.50% Reduce −0.4% 1,293,279 $134.86 $174M −4,861 +$8M
I3N - Chart Inds 0.50% Add +2.9% 1,203,963 $144.34 $174M +33,950 −$19M
SHOP - Shopify · CL A 0.49% Add +17.9% 2,598,919 $66.05 $172M +393,946 +$2M
FICO - Fair Isaac 0.49% Reduce −16.1% 114,783 $1,489 $171M −22,035 −$96K
TREX — 0.48% Reduce −1.1% 2,271,388 $74.12 $168M −25,984 −$61M
FND - Floor & Decor · CL A 0.48% Reduce −8.4% 1,678,484 $99.41 $167M −154,049 −$71M
BIRK - Birkenstock 0.47% Add +1.7% 3,024,414 $54.41 $165M +49,956 +$24M
TSM - Taiwan Semiconductor Mfg 0.45% Reduce −15.8% 897,650 $173.81 $156M −168,614 +$11M
CPNG - Coupang 0.44% Reduce −6.9% 7,392,395 $20.95 $155M −549,667 +$14M
ROP - Roper Technologies 0.43% Reduce −0.3% 263,997 $563.66 $149M −766 +$315K
CNS - Cohen & Steers 0.42% Reduce −4.7% 2,043,035 $72.56 $148M −100,000 −$17M
EQIX - Equinix 0.41% Reduce −3.7% 191,220 $756.60 $145M −7,283 −$19M
META - Meta Platforms · CL A 0.41% Add +1.1% 286,143 $504.22 $144M +3,206 +$7M
FIGS - FIGS Inc · CL A 0.41% Add +3.7% 26,687,323 $5.33 $142M +955,343 +$14M
IBP - Installed Bldg Prods 0.39% Reduce −16.9% 661,043 $205.68 $136M −134,135 −$70M
Altair Engr · CL A 0.39% Hold 1,385,507 $98.08 $136M

Showing top 50 of 323 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Axonics 0.13% Exit 0 $68.97 $47M −686,565 −$47M
ALAB - Astera Labs 0.10% Exit 0 $74.19 $37M −500,000 −$37M
CZR — 0.09% Exit 0 $43.74 $36M −813,480 −$36M
Smartsheet · CL A 0.08% Exit 0 $38.50 $29M −765,464 −$29M
EGP - Eastgroup Pptys 0.07% Exit 0 $179.77 $25M −141,633 −$25M
Shockwave Med 0.06% Exit 0 $325.63 $24M −74,373 −$24M
ALGM - Allegro Microsystems 0.05% Exit 0 $26.96 $18M −668,811 −$18M
TTWO - Take Two 0.03% Exit 0 $148.49 $13M −86,767 −$13M
TRNO - Terreno Rlty 0.03% Exit 0 $66.40 $10M −153,457 −$10M
Navitas Semiconductor 0.02% Exit 0 $4.77 $7M −1,388,895 −$7M
PENN - Penn Entertainment 0.02% Exit 0 $18.21 $6M −353,399 −$6M
Lufax 0.02% Exit 0 $4.22 $6M −1,453,122 −$6M
SHLS — · CL A 0.01% Exit 0 $11.18 $6M −500,000 −$6M
SMRT - Smartrent 0.01% Exit 0 $2.68 $5M −1,925,930 −$5M
DRH - Diamondrock Hospitality 0.01% Exit 0 $9.61 $4M −426,734 −$4M
EXR - Extra Space Storage 0.01% Exit 0 $147.00 $3M −22,014 −$3M
NICE — 0.01% Exit 0 $260.63 $3M −11,035 −$3M
SKT — 0.01% Exit 0 $29.53 $3M −88,325 −$3M
BN - Brookfield Infrastructure 0.01% Exit 0 $36.04 $2M −59,068 −$2M
TTC - TORO Exit 0 $91.65 $1M −12,177 −$1M
DNLI - Denali Therapeutics Exit 0 $20.51 $1M −50,500 −$1M
BEAM - Beam Therapeutics Exit 0 $33.03 $991K −30,000 −$991K
SDGR - Schrodinger Exit 0 $27.00 $945K −35,000 −$945K
WRBY - Warby Parker Exit 0 $13.61 $539K −39,600 −$539K
BXP - Boston Properties Exit 0 $65.26 $355K −5,440 −$355K

* 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 2024 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