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

2025 Q2 2025 Q1 · filed 14 Aug · long equity

TSLA - Tesla 11.21% Reduce −8.4% 13,018,798 $317.66 $4.1B −1,194,335 +$452M
ACGL - Arch Cap Group 4.87% Reduce −1.2% 19,727,230 $91.05 $1.8B −239,522 −$124M
CSGP - Costar Group 4.29% Add +3.4% 19,679,935 $80.40 $1.6B +647,413 +$74M
IT - Gartner 4.00% Reduce −3.2% 3,652,761 $404.22 $1.5B −118,848 −$107M
GWRE - Guidewire Software 3.57% Reduce −1.4% 5,589,520 $235.45 $1.3B −78,162 +$254M
MSCI - MSCI Inc 3.39% Add +4.8% 2,170,333 $576.74 $1.3B +98,680 +$80M
IDXX - Idexx Labs 2.96% Reduce −1.3% 2,032,620 $536.34 $1.1B −27,157 +$225M
FDS - Factset Resh Sys 2.71% Reduce −0.7% 2,231,916 $447.28 $998M −16,110 −$24M
MTN - Vail Resorts 2.33% Add +3.6% 5,475,549 $157.13 $860M +191,327 +$15M
KNSL - Kinsale Cap Group 2.31% Add +1.4% 1,763,794 $483.90 $853M +24,936 +$7M
H - Hyatt Hotels · CL A 2.25% Add +2.9% 5,955,212 $139.65 $832M +166,249 +$122M
SPOT - Spotify Technology S A 1.95% Add +5.6% 937,323 $767.34 $719M +49,367 +$231M
SCHW - Schwab Charles 1.74% Reduce −2.4% 7,051,368 $91.24 $643M −172,800 +$78M
RRR - Red Rock Resorts · CL A 1.73% Add +5.7% 12,269,004 $52.03 $638M +666,593 +$135M
CHH - Choice Hotels Intl 1.72% Add +6.8% 4,990,652 $126.88 $633M +317,618 +$13M
NVDA - Nvidia 1.24% Add +0.6% 2,889,282 $157.99 $456M +17,221 +$145M
PRI - Primerica 1.18% Reduce −0.9% 1,588,874 $273.67 $435M −15,056 −$22M
MORN - Morningstar 1.10% Reduce −0.3% 1,295,326 $313.93 $407M −4,182 +$17M
VRSK - Verisk Analytics 1.03% Add +0.2% 1,214,330 $311.50 $378M +1,836 +$17M
GLPI - Gaming & Leisure Pptys 0.93% Reduce −3.0% 7,365,805 $46.68 $344M −228,740 −$43M
FIGS - FIGS Inc · CL A 0.92% Add +2.2% 59,974,407 $5.64 $338M +1,302,823 +$69M
VRT - Vertiv · CL A 0.89% Reduce −13.3% 2,570,600 $128.41 $330M −396,003 +$116M
SHOP - Shopify · CL A 0.83% Add +5.8% 2,664,940 $115.35 $307M +145,006 +$67M
MTD - Mettler Toledo 0.76% Reduce −14.9% 238,933 $1,175 $281M −41,992 −$51M
IRDM - Iridium Communications 0.69% Reduce −9.6% 8,377,907 $30.17 $253M −893,377 −$530K
AMZN - Amazon 0.64% Reduce −0.2% 1,078,330 $219.39 $237M −2,148 +$31M
SITE - Siteone Landscape Supply 0.64% Add +14.2% 1,941,817 $120.94 $235M +242,106 +$28M
IBKR - Interactive Brokers · CL A 0.63% Add +359.4% 4,198,424 $55.41 $233M +3,284,457 +$81M
BIRK - Birkenstock 0.60% Add +11.3% 4,477,403 $49.18 $220M +453,052 +$36M
ONON - ON AG 0.58% Add +3.3% 4,139,974 $52.05 $215M +132,756 +$39M
HLI - Houlihan Lokey · CL A 0.56% Add +0.2% 1,146,143 $179.95 $206M +1,964 +$21M
META - Meta Platforms · CL A 0.55% Reduce −2.9% 273,059 $738.09 $202M −8,054 +$40M
CBRE - CBRE Group · CL A 0.53% Add +2.9% 1,401,833 $140.12 $196M +38,888 +$18M
KTOS — 0.51% Reduce −11.4% 4,084,269 $46.45 $190M −525,277 +$53M
WELL - Welltower 0.51% Reduce −7.1% 1,228,446 $153.73 $189M −93,801 −$14M
APH - Amphenol · CL A 0.51% Add +1.9% 1,889,030 $98.75 $187M +35,978 +$65M
MSFT - Microsoft 0.45% Reduce −8.0% 334,758 $497.41 $167M −29,257 +$30M
MELI - Mercadolibre 0.44% Reduce −5.9% 61,514 $2,614 $161M −3,852 +$33M
DKNG - Draftkings · CL A 0.43% Add +33.9% 3,670,460 $42.89 $157M +929,997 +$66M
BN - Brookfield · CL A 0.42% Add +24.5% 2,510,075 $61.85 $155M +493,211 +$50M
BFAM — 0.42% Reduce −0.7% 1,241,174 $123.59 $153M −9,023 −$5M
EQIX - Equinix 0.41% Add +38.1% 192,418 $795.47 $153M +53,130 +$39M
TTD - The Trade Desk · CL A 0.41% Add +11.6% 2,088,350 $71.99 $150M +217,724 +$48M
FICO - Fair Isaac 0.40% Reduce −6.2% 80,910 $1,828 $148M −5,330 −$11M
AVGO - Broadcom 0.40% Add +3.5% 529,935 $275.65 $146M +17,864 +$60M
I3N - Chart Inds 0.40% Reduce −6.9% 885,306 $164.65 $146M −65,897 +$8M
CNS - Cohen & Steers 0.39% Reduce −0.8% 1,928,299 $75.35 $145M −15,583 −$11M
TECH - Bio-Techne 0.39% Reduce −14.7% 2,795,147 $51.45 $144M −480,659 −$48M
ROP - Roper Technologies 0.39% Add +0.1% 253,672 $566.84 $144M +180 −$6M
CPNG - Coupang · CL A 0.38% Reduce −15.0% 4,684,350 $29.96 $140M −828,161 +$19M

Showing top 50 of 300 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
UTZ - Utz Brands · CL A 0.13% Exit 0 $14.08 $46M −3,250,000 −$46M
JD — · CL A 0.11% Exit 0 $41.12 $36M −873,239 −$36M
AVB - Avalonbay Cmntys 0.10% Exit 0 $214.62 $35M −165,285 −$35M
UNH - Unitedhealth Group 0.09% Exit 0 $523.75 $30M −56,890 −$30M
EXR - Extra Space Storage 0.08% Exit 0 $148.49 $29M −194,207 −$29M
CHDN - Churchill Downs 0.07% Exit 0 $111.07 $23M −208,427 −$23M
Couchbase 0.06% Exit 0 $15.75 $22M −1,395,158 −$22M
KRC - Kilroy Rlty 0.06% Exit 0 $32.76 $22M −659,304 −$22M
LEN - Lennar · CL A 0.06% Exit 0 $114.78 $21M −184,914 −$21M
EXPE - Expedia Group 0.05% Exit 0 $168.10 $19M −110,979 −$19M
Krispy Kreme 0.05% Exit 0 $4.92 $18M −3,645,959 −$18M
ANET - Arista Networks 0.04% Exit 0 $77.48 $14M −184,499 −$14M
RH 0.03% Exit 0 $234.41 $10M −42,968 −$10M
WY - Weyerhaeuser Mtn Be 0.03% Exit 0 $29.28 $10M −340,548 −$10M
CCI - Crown Castle 0.02% Exit 0 $104.23 $8M −79,830 −$8M
FR - First Indl Rlty Tr 0.02% Exit 0 $53.96 $6M −112,719 −$6M
TXN - Texas Instrs 0.02% Exit 0 $179.70 $5M −30,401 −$5M
DOC - Healthpeak Properties 0.01% Exit 0 $20.22 $5M −243,920 −$5M
CERT - Certara 0.01% Exit 0 $9.90 $3M −315,000 −$3M
GKOS - Glaukos 0.01% Exit 0 $98.44 $2M −20,500 −$2M
THC - Tenet Healthcare Exit 0 $134.48 $2M −12,500 −$2M
ALX - Alexanders Exit 0 $209.20 $1M −5,000 −$1M
HCA - Hca Healthcare Exit 0 $345.60 $864K −2,500 −$864K
DKS - Dicks Sporting Goods Exit 0 $201.47 $520K −2,581 −$520K
PG - Procter And Gamble Exit 0 $170.38 $306K −1,796 −$306K
BHVN - Biohaven Exit 0 $24.00 $240K −10,000 −$240K
VGT - Vanguard World Fd Exit 0 $539.47 $82K −152 −$82K
SJM - Smucker J M Exit 0 $119.52 $30K −251 −$30K

* 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 2025 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