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 Q3 2024 Q2 · filed 14 Nov · long equity

TSLA - Tesla 10.36% Reduce −3.8% 14,928,529 $261.63 $3.9B −587,907 +$835M
ACGL - Arch Cap Group 6.15% Reduce −0.9% 20,725,357 $111.88 $2.3B −194,843 +$208M
IT - Gartner 5.41% Reduce −3.9% 4,022,384 $506.76 $2B −161,535 +$160M
CSGP - Costar Group 3.76% Reduce −2.5% 18,785,436 $75.44 $1.4B −485,562 −$12M
MSCI - MSCI Inc · CL A 3.34% Reduce −2.6% 2,157,431 $582.93 $1.3B −57,979 +$190M
FDS - Factset Resh Sys 3.02% Reduce −6.6% 2,478,027 $459.85 $1.1B −174,443 +$57M
GWRE - Guidewire Software 2.92% Reduce −1.9% 6,008,129 $182.94 $1.1B −117,162 +$255M
IDXX - Idexx Labs 2.58% Reduce −5.5% 1,923,258 $505.22 $972M −112,079 −$20M
MTN - Vail Resorts 2.40% Add +2.7% 5,185,136 $174.29 $904M +136,328 −$6M
H - Hyatt Hotels · CL A 2.21% Add +1.3% 5,483,404 $152.20 $835M +68,608 +$12M
KNSL - Kinsale Cap Group 2.16% Reduce −3.9% 1,745,415 $465.57 $813M −70,707 +$113M
CHH - Choice Hotels Intl 1.63% Reduce −1.1% 4,716,314 $130.30 $615M −53,727 +$47M
RRR - Red Rock Resorts · CL A 1.53% Add +1.0% 10,623,284 $54.44 $578M +106,509 +$645K
ANSS - Ansys 1.36% Reduce −6.0% 1,612,262 $318.63 $514M −103,181 −$38M
SCHW - Schwab Charles 1.25% Reduce −1.4% 7,269,280 $64.81 $471M −105,401 −$72M
PRI - Primerica 1.20% Reduce −7.1% 1,712,011 $265.15 $454M −131,301 +$18M
MTD - Mettler Toledo 1.15% Reduce −2.0% 288,747 $1,500 $433M −5,857 +$21M
GLPI - Gaming & Leisure Pptys 1.11% Reduce −1.7% 8,107,784 $51.45 $417M −140,813 +$44M
MORN - Morningstar 1.11% Reduce −0.1% 1,305,588 $319.12 $417M −1,349 +$30M
NVDA - Nvidia 0.96% Reduce −10.7% 2,993,580 $121.44 $364M −358,891 −$51M
TECH - Bio Techne 0.94% Reduce −6.9% 4,445,540 $79.93 $355M −331,052 +$13M
VRT - Vertiv · CL A 0.94% Reduce −6.6% 3,550,000 $99.49 $353M −250,000 +$24M
VRSK - Verisk Analytics · CL A 0.90% Reduce −1.7% 1,268,534 $267.96 $340M −22,301 −$8M
IRDM - Iridium Communications 0.90% Reduce −0.6% 11,118,785 $30.45 $339M −64,056 +$41M
SPOT - Spotify Technology S A 0.86% Reduce −0.4% 882,147 $368.53 $325M −3,256 +$47M
ICLR - ICON 0.73% Reduce −1.8% 954,056 $287.31 $274M −17,870 −$31M
MSFT - Microsoft 0.66% Reduce −7.0% 577,172 $430.30 $248M −43,757 −$29M
SITE - Siteone Landscape Supply 0.63% Add +8.9% 1,580,342 $150.91 $238M +129,252 +$62M
SHOP - Shopify · CL A 0.58% Add +4.7% 2,720,481 $80.14 $218M +121,562 +$46M
DAY - Dayforce 0.57% Reduce −0.2% 3,527,637 $61.25 $216M −6,137 +$41M
EQIX - Equinix 0.57% Add +26.6% 242,133 $887.63 $215M +50,913 +$70M
BFAM — 0.55% Reduce −8.9% 1,489,337 $140.13 $209M −146,259 +$29M
FIGS - FIGS Inc · CL A 0.54% Add +12.5% 30,030,078 $6.84 $205M +3,342,755 +$63M
AMZN - Amazon 0.54% Add +1.3% 1,095,502 $186.33 $204M +13,622 −$5M
TTD - The Trade Desk · CL A 0.53% Reduce −3.2% 1,819,538 $109.65 $200M −60,750 +$16M
CNS - Cohen & Steers 0.51% Reduce −1.6% 2,009,504 $95.95 $193M −33,531 +$45M
FICO - Fair Isaac 0.49% Reduce −16.5% 95,870 $1,944 $186M −18,913 +$15M
HLI - Houlihan Lokey · CL A 0.48% Reduce −11.5% 1,144,679 $158.02 $181M −148,600 +$6M
EFOR - ASGN 0.47% Reduce −11.0% 1,894,200 $93.23 $177M −233,000 −$11M
TSM - Taiwan Semiconductor Mfg 0.44% Add +7.0% 960,740 $173.67 $167M +63,090 +$11M
CPNG - Coupang 0.44% Reduce −8.1% 6,793,580 $24.55 $167M −598,815 +$12M
META - Meta Platforms · CL A 0.43% Reduce −0.4% 284,930 $572.44 $163M −1,213 +$19M
CBRE - CBRE Group · CL A 0.43% Add +14.6% 1,299,831 $124.48 $162M +165,838 +$61M
ONON - ON AG 0.42% Reduce −0.9% 3,156,895 $50.15 $158M −29,987 +$35M
FND - Floor & Decor · CL A 0.41% Reduce −25.4% 1,252,755 $124.17 $156M −425,729 −$11M
BIRK - Birkenstock 0.41% Add +2.6% 3,102,507 $49.29 $153M +78,093 −$12M
BABA - Alibaba Group 0.40% Add +6.4% 1,434,625 $106.12 $152M +86,056 +$55M
TDG - Transdigm Group 0.40% Add +5.9% 105,859 $1,427 $151M +5,859 +$23M
BWIN — · CL A 0.40% Reduce −7.7% 3,010,000 $49.80 $150M −250,000 +$34M
WST - West Pharmaceutical Svsc 0.39% Reduce −36.6% 483,842 $300.16 $145M −279,326 −$106M

Showing top 50 of 326 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Silk Rd Med 0.10% Exit 0 $27.04 $35M −1,279,115 −$35M
BIDU - Baidu 0.10% Exit 0 $86.48 $34M −396,819 −$34M
SFM - Sprout Social 0.08% Exit 0 $35.68 $27M −750,000 −$27M
European Wax Ctr · CLASS A 0.06% Exit 0 $9.93 $20M −2,000,000 −$20M
DH - Definitive Healthcare 0.05% Exit 0 $5.46 $19M −3,491,471 −$19M
MRVL - Marvell Technology 0.04% Exit 0 $69.90 $13M −191,401 −$13M
MCK - Mckesson 0.02% Exit 0 $584.07 $6M −10,800 −$6M
TXG - 10X Genomics 0.02% Exit 0 $19.45 $6M −314,862 −$6M
IRTC - Irhythm Technologies 0.01% Exit 0 $107.63 $5M −46,500 −$5M
SUI - Sun Cmntys 0.01% Exit 0 $120.35 $4M −33,944 −$4M
HLNE - Hamilton Lane · CL A 0.01% Exit 0 $123.57 $3M −27,279 −$3M
Revance Therapeutics 0.01% Exit 0 $2.57 $3M −1,023,663 −$3M
BN - Brookfield Renewable · CL A 0.01% Exit 0 $28.38 $2M −68,643 −$2M
TCOM - Tri Pointe Homes Exit 0 $37.24 $1M −33,730 −$1M
TEL - Te Connectivity Exit 0 $150.41 $1M −6,675 −$1M
Jasper Therapeutics Exit 0 $22.70 $454K −20,000 −$454K
MU - Micron Technology Exit 0 $131.42 $443K −3,371 −$443K
VTS - Vitesse Energy Exit 0 $23.52 $31K −1,318 −$31K
VGT - Vanguard World Fd Exit 0 $600.00 $9K −15 −$9K

* 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 Q2. 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