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 Q4 2024 Q3 · filed 14 Feb · long equity

TSLA - Tesla 15.22% Reduce −2.3% 14,578,809 $403.84 $5.9B −349,720 +$2B
IT - Gartner 4.90% Reduce −2.6% 3,916,203 $484.47 $1.9B −106,181 −$141M
ACGL - Arch Cap Group 4.88% Reduce −1.3% 20,462,724 $92.35 $1.9B −262,633 −$429M
CSGP - Costar Group 3.55% Add +2.2% 19,203,564 $71.59 $1.4B +418,128 −$42M
MSCI - MSCI Inc · CL A 3.31% Reduce −1.2% 2,131,931 $600.01 $1.3B −25,500 +$22M
FDS - Factset Resh Sys 2.92% Reduce −4.9% 2,355,611 $480.28 $1.1B −122,416 −$8M
GWRE - Guidewire Software 2.58% Reduce −1.5% 5,915,183 $168.58 $997M −92,946 −$102M
MTN - Vail Resorts 2.56% Add +2.0% 5,290,546 $187.45 $992M +105,410 +$88M
H - Hyatt Hotels · CL A 2.25% Add +1.2% 5,550,789 $156.98 $871M +67,385 +$37M
IDXX - Idexx Labs 2.14% Add +4.3% 2,005,522 $413.44 $829M +82,264 −$143M
KNSL - Kinsale Cap Group 2.08% Reduce −1.1% 1,726,604 $465.13 $803M −18,811 −$10M
CHH - Choice Hotels Intl 1.72% Reduce −0.7% 4,682,492 $141.98 $665M −33,822 +$50M
SCHW - Schwab Charles 1.38% Reduce −0.7% 7,217,828 $74.01 $534M −51,452 +$63M
RRR - Red Rock Resorts · CL A 1.36% Add +6.9% 11,356,201 $46.24 $525M +732,917 −$53M
ANSS - Ansys 1.23% Reduce −12.2% 1,416,224 $337.33 $478M −196,038 −$36M
PRI - Primerica 1.16% Reduce −3.3% 1,655,547 $271.42 $449M −56,464 −$5M
MORN - Morningstar 1.14% Reduce 0.0% 1,305,155 $336.76 $440M −433 +$23M
SPOT - Spotify Technology S A 1.04% Add +1.7% 897,166 $447.38 $401M +15,019 +$76M
NVDA - Nvidia 0.99% Reduce −4.9% 2,846,647 $134.29 $382M −146,933 +$19M
GLPI - Gaming & Leisure Pptys 0.97% Reduce −3.6% 7,817,443 $48.16 $376M −290,341 −$41M
VRSK - Verisk Analytics · CL A 0.89% Reduce −1.3% 1,252,586 $275.43 $345M −15,948 +$5M
MTD - Mettler Toledo 0.89% Reduce −2.7% 280,994 $1,224 $344M −7,753 −$89M
IRDM - Iridium Communications 0.81% Reduce −3.1% 10,769,377 $29.02 $313M −349,408 −$26M
VRT - Vertiv · CL A 0.81% Reduce −22.5% 2,750,000 $113.61 $312M −800,000 −$41M
TECH - Bio Techne 0.77% Reduce −6.9% 4,136,984 $72.03 $298M −308,556 −$57M
EQIX - Equinix 0.71% Add +20.4% 291,587 $942.89 $275M +49,454 +$60M
SHOP - Shopify · CL A 0.71% Reduce −5.1% 2,581,257 $106.33 $274M −139,224 +$56M
DAY - Dayforce 0.66% Reduce 0.0% 3,526,456 $72.64 $256M −1,181 +$40M
MSFT - Microsoft 0.63% Reduce −0.2% 576,241 $421.50 $243M −931 −$5M
AMZN - Amazon 0.61% Reduce −1.4% 1,080,063 $219.39 $237M −15,439 +$33M
SITE - Siteone Landscape Supply 0.56% Add +4.6% 1,652,772 $131.77 $218M +72,430 −$21M
HLI - Houlihan Lokey · CL A 0.51% Reduce 0.0% 1,144,179 $173.66 $199M −500 +$18M
FIGS - FIGS Inc · CL A 0.49% Add +2.7% 30,837,759 $6.19 $191M +807,681 −$15M
BIRK - Birkenstock 0.49% Add +8.3% 3,359,351 $56.66 $190M +256,844 +$37M
TTD - The Trade Desk · CL A 0.49% Reduce −11.2% 1,616,029 $117.53 $190M −203,509 −$10M
FICO - Fair Isaac 0.48% Reduce −2.4% 93,590 $1,991 $186M −2,280 +$6K
CNS - Cohen & Steers 0.48% Reduce 0.0% 2,008,882 $92.34 $186M −622 −$7M
CBRE - CBRE Group · CL A 0.47% Add +7.0% 1,390,985 $131.29 $183M +91,154 +$21M
I3N - Chart Inds 0.47% Reduce −6.9% 952,404 $190.84 $182M −70,260 +$55M
TSM - Taiwan Semiconductor Mfg 0.45% Reduce −8.7% 877,053 $197.49 $173M −83,687 +$6M
ONON - ON AG 0.45% Add 0.0% 3,157,793 $54.77 $173M +898 +$15M
BFAM — 0.45% Add +4.7% 1,559,277 $110.85 $173M +69,940 −$36M
META - Meta Platforms · CL A 0.43% Reduce −1.4% 281,029 $585.51 $165M −3,901 +$1M
IBKR - Interactive Brokers · CL A 0.42% Add +0.1% 913,967 $176.67 $161M +1,359 +$34M
INTA - Intapp 0.41% Reduce −12.9% 2,484,012 $64.09 $159M −366,443 +$23M
GDS — 0.41% Add +10.5% 6,673,226 $23.76 $159M +632,671 +$35M
ICLR - ICON 0.40% Reduce −23.0% 734,167 $209.71 $154M −219,889 −$120M
ARGX - Argenx Se 0.39% Reduce −3.2% 242,178 $615.00 $149M −8,126 +$13M
TREX — 0.38% Add +6.2% 2,153,133 $69.03 $149M +126,441 +$14M
CWAN — · CL A 0.38% Reduce 0.0% 5,324,970 $27.52 $147M −1,604 +$12M

Showing top 50 of 308 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
REXR - Rexford Indl Rlty 0.20% Exit 0 $50.31 $77M −1,526,016 −$77M
CZR — 0.16% Exit 0 $41.74 $62M −1,482,755 −$62M
PLD - Prologis 0.13% Exit 0 $126.28 $48M −381,980 −$48M
AMT - American Tower 0.12% Exit 0 $232.56 $45M −192,717 −$45M
INVH - Invitation Homes 0.08% Exit 0 $35.26 $32M −905,787 −$32M
FOXA - Fox Factory 0.06% Exit 0 $41.50 $21M −500,000 −$21M
LINE - Lineage 0.05% Exit 0 $78.38 $20M −261,228 −$20M
YUMC - Yum China 0.05% Exit 0 $45.02 $18M −392,632 −$18M
AMD - Advanced Micro Devices 0.05% Exit 0 $164.08 $17M −105,364 −$17M
COLD - Americold Rlty Tr 0.04% Exit 0 $28.27 $14M −500,000 −$14M
FBIN - Fortune Brands 0.03% Exit 0 $89.53 $10M −106,410 −$10M
Legend Biotech 0.02% Exit 0 $48.73 $8M −168,158 −$8M
TKO - TKO Group · CL A 0.02% Exit 0 $123.71 $6M −51,331 −$6M
ELV - Elevance Health 0.02% Exit 0 $520.00 $6M −11,600 −$6M
MRK - Merck & 0.02% Exit 0 $113.57 $6M −52,400 −$6M
MLM - Martin Marietta Matls 0.01% Exit 0 $538.24 $5M −10,068 −$5M
FR - First Indl Rlty Tr 0.01% Exit 0 $55.98 $5M −91,396 −$5M
REGN - Regeneron Pharmaceuticals 0.01% Exit 0 $1,051 $5M −4,500 −$5M
ACVA - Acv Auctions · CL A 0.01% Exit 0 $20.33 $3M −156,395 −$3M
Federal Rlty Invt Tr 0.01% Exit 0 $114.99 $2M −17,880 −$2M
SGRY - Surgery Partners Exit 0 $32.25 $1M −40,000 −$1M
BLK - Blackrock Exit 0 $949.17 $1M −1,200 −$1M
Envestnet Exit 0 $62.62 $1M −17,087 −$1M
LBRDA - Liberty Broadband Exit 0 $77.26 $985K −12,749 −$985K
IMVT - Immunovant Exit 0 $28.50 $855K −30,000 −$855K
LRCX - Lam Research Exit 0 $815.88 $678K −831 −$678K
VWO — Exit 0 $47.84 $673K −14,069 −$673K
MDB - Mongodb Exit 0 $270.32 $449K −1,661 −$449K
Innovid Exit 0 $1.80 $344K −191,161 −$344K
PSA - Public Storage Exit 0 −1 $—

* 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 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