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 Q3 2025 Q2 · filed 14 Nov · long equity

TSLA - Tesla 14.09% Reduce −8.2% 11,947,614 $444.72 $5.3B −1,071,184 +$1.2B
ACGL - Arch Cap Group 4.51% Reduce −4.9% 18,759,655 $90.73 $1.7B −967,575 −$94M
CSGP - Costar Group 4.31% Reduce −2.2% 19,255,566 $84.37 $1.6B −424,369 +$42M
MSCI - MSCI Inc 3.60% Add +10.3% 2,394,117 $567.41 $1.4B +223,784 +$107M
IDXX - Idexx Labs 3.19% Reduce −7.3% 1,884,129 $638.89 $1.2B −148,491 +$114M
GWRE - Guidewire Software 3.15% Reduce −7.5% 5,168,851 $229.86 $1.2B −420,669 −$128M
IT - Gartner 3.01% Add +18.3% 4,322,113 $262.87 $1.1B +669,352 −$340M
H - Hyatt Hotels · CL A 2.30% Add +2.7% 6,116,673 $141.93 $868M +161,461 +$36M
MTN - Vail Resorts 2.26% Add +4.1% 5,702,692 $149.57 $853M +227,143 −$7M
KNSL - Kinsale Cap Group 2.02% Add +1.4% 1,788,590 $425.26 $761M +24,796 −$93M
RRR - Red Rock Resorts · CL A 1.99% Add 0.0% 12,269,167 $61.06 $749M +163 +$111M
SPOT - Spotify Technology S A 1.83% Add +5.5% 988,695 $698.00 $690M +51,372 −$29M
SCHW - Schwab Charles 1.81% Add +1.1% 7,131,959 $95.47 $681M +80,591 +$38M
CHH - Choice Hotels Intl 1.52% Add +7.4% 5,359,896 $106.91 $573M +369,244 −$60M
NVDA - Nvidia 1.48% Add +3.3% 2,985,302 $186.58 $557M +96,020 +$101M
FDS - Factset Resh Sys 1.38% Reduce −18.5% 1,819,059 $286.49 $521M −412,857 −$477M
FIGS - FIGS Inc · CL A 1.06% Reduce −0.1% 59,934,448 $6.69 $401M −39,959 +$63M
PRI - Primerica 1.04% Reduce −11.4% 1,408,241 $277.59 $391M −180,633 −$44M
SHOP - Shopify · CL A 0.90% Reduce −14.2% 2,285,499 $148.61 $340M −379,441 +$32M
MORN - Morningstar 0.87% Add +9.2% 1,414,305 $232.01 $328M +118,979 −$79M
IBKR - Interactive Brokers · CL A 0.84% Add +9.8% 4,609,768 $68.81 $317M +411,344 +$85M
VRT - Vertiv · CL A 0.83% Reduce −19.4% 2,070,643 $150.86 $312M −499,957 −$18M
VRSK - Verisk Analytics 0.81% Add +0.6% 1,221,015 $251.51 $307M +6,685 −$71M
BIRK - Birkenstock 0.76% Add +41.9% 6,353,801 $45.25 $288M +1,876,398 +$67M
MTD - Mettler Toledo 0.69% Reduce −11.5% 211,352 $1,228 $259M −27,581 −$21M
SITE - Siteone Landscape Supply 0.67% Add +1.3% 1,966,876 $128.80 $253M +25,059 +$18M
GLPI - Gaming & Leisure Pptys 0.64% Reduce −30.2% 5,143,996 $46.61 $240M −2,221,809 −$104M
AMZN - Amazon 0.63% Reduce 0.0% 1,078,312 $219.57 $237M −18 +$190K
APH - Amphenol · CL A 0.62% Add 0.0% 1,889,530 $123.75 $234M +500 +$47M
HLI - Houlihan Lokey · CL A 0.62% Reduce −1.4% 1,130,190 $205.32 $232M −15,953 +$26M
CBRE - CBRE Group · CL A 0.57% Reduce −2.8% 1,362,985 $157.56 $215M −38,848 +$18M
WELL - Welltower 0.56% Reduce −3.4% 1,186,934 $178.14 $211M −41,512 +$23M
ONON - ON AG 0.53% Add +14.7% 4,746,553 $42.35 $201M +606,579 −$14M
META - Meta Platforms · CL A 0.52% Reduce −2.9% 265,135 $734.38 $195M −7,924 −$7M
BABA - Alibaba Group 0.48% Add +5.9% 1,003,699 $178.73 $179M +55,684 +$72M
KTOS — 0.47% Reduce −52.7% 1,932,889 $91.37 $177M −2,151,380 −$13M
MSFT - Microsoft 0.46% Add +0.2% 335,547 $517.95 $174M +789 +$7M
WYNN - Wynn Resorts 0.46% Add 0.0% 1,337,858 $128.27 $172M +622 +$46M
KRMN - Karman 0.45% Reduce −1.8% 2,371,232 $72.20 $171M −43,902 +$50M
TSM - Taiwan Semiconductor Mfg 0.45% Add +4.6% 605,912 $279.29 $169M +26,708 +$38M
JLL - Jones Lang Lasalle 0.45% Add +8.8% 564,097 $298.28 $168M +45,733 +$36M
GDS — 0.44% Add +35.0% 4,258,664 $38.70 $165M +1,104,756 +$68M
BN - Brookfield · CL A 0.44% Reduce −4.3% 2,402,280 $68.58 $165M −107,795 +$10M
AVGO - Broadcom 0.44% Reduce −6.1% 497,399 $329.91 $164M −32,536 +$18M
TOL - Toll Brothers 0.42% Add +2.0% 1,156,885 $138.14 $160M +22,205 +$30M
DKNG - Draftkings · CL A 0.41% Add +11.9% 4,105,968 $37.40 $154M +435,508 −$4M
PWR - Quanta Svcs 0.39% Add +0.7% 356,846 $414.42 $148M +2,371 +$14M
MELI - Mercadolibre 0.39% Add +1.8% 62,634 $2,337 $146M +1,120 −$14M
LOAR — 0.38% Add +165.2% 1,809,099 $80.00 $145M +1,127,033 +$86M
Liberty Media Del 0.38% Add +2.9% 1,458,910 $96.97 $141M +41,512 +$26M

Showing top 50 of 311 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
I3N - Chart Inds 0.40% Exit 0 $164.65 $146M −885,306 −$146M
ANSS - Ansys 0.19% Exit 0 $351.22 $68M −194,552 −$68M
LI - Li Auto 0.03% Exit 0 $27.11 $10M −361,861 −$10M
GLOB - Globant S A 0.02% Exit 0 $90.84 $7M −80,866 −$7M
WAT - Waters 0.01% Exit 0 $349.07 $5M −14,000 −$5M
PTLO - Portillos · CL A 0.01% Exit 0 $11.67 $4M −384,549 −$4M
Elme Communities 0.01% Exit 0 $15.90 $4M −236,975 −$4M
Sigma Lithium 0.01% Exit 0 $4.50 $2M −419,800 −$2M
MNTN — · CL A Exit 0 $21.87 $2M −70,000 −$2M
RDDT - Reddit · CL A Exit 0 $150.56 $1M −9,697 −$1M
ZTS - Zoetis · CL A Exit 0 $156.00 $780K −5,000 −$780K
ACN - Accenture Ireland · CLASS A Exit 0 $298.00 $149K −500 −$149K
Holding · CL A Exit 0 $5.94 $101K −17,000 −$101K

* 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 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