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

2026 Q1 2025 Q4 · filed 15 May · long equity

TSLA - Tesla 13.39% Add +0.1% 11,933,509 $371.75 $4.4B +6,034 −$928M
ACGL - Arch Cap Group 4.84% Reduce −7.1% 16,709,759 $95.99 $1.6B −1,277,746 −$121M
MSCI - MSCI Inc 4.39% Reduce −2.0% 2,699,389 $539.01 $1.5B −56,358 −$126M
GWRE - Guidewire Software 2.98% Add +28.2% 6,597,453 $149.56 $987M +1,449,903 −$48M
IT - Gartner 2.83% Add +40.5% 5,917,616 $158.34 $937M +1,704,659 −$126M
IDXX - Idexx Labs 2.77% Reduce −9.2% 1,633,367 $561.89 $918M −164,674 −$299M
H - Hyatt Hotels · CL A 2.75% Add +3.9% 6,341,673 $143.79 $912M +235,188 −$67M
FIGS - FIGS Inc · CL A 2.67% Hold 59,959,449 $14.77 $886M
FDS - Factset Resh Sys 2.46% Add +30.0% 3,756,587 $216.99 $815M +867,742 −$23M
CHH - Choice Hotels Intl 2.40% Add +4.1% 7,690,494 $103.50 $796M +303,919 +$92M
RRR - Red Rock Resorts · CL A 2.16% Add +7.1% 13,412,846 $53.36 $716M +892,954 −$60M
SCHW - Schwab Charles 2.12% Add +5.7% 7,464,316 $93.98 $701M +404,007 −$4M
KNSL - Kinsale Cap Group 2.09% Add +13.8% 2,027,765 $341.66 $693M +246,564 −$4M
CSGP - Costar Group 1.99% Reduce −16.3% 16,314,175 $40.34 $658M −3,183,924 −$653M
MTN - Vail Resorts 1.95% Add +4.9% 5,043,533 $128.32 $647M +233,605 +$8M
SPOT - Spotify Technology S A 1.93% Add +32.3% 1,319,525 $484.91 $640M +322,234 +$61M
SHOP - Shopify · CL A 1.69% Add +106.2% 4,718,230 $118.62 $560M +2,429,960 +$191M
NVDA - Nvidia 1.54% Reduce −2.3% 2,919,758 $174.40 $509M −69,185 −$48M
VRSK - Verisk Analytics 1.44% Add +92.8% 2,511,976 $189.75 $477M +1,209,365 +$185M
BIRK - Birkenstock 1.01% Add +17.6% 9,366,068 $35.83 $336M +1,400,031 +$10M
ONON - ON AG 1.00% Add +79.7% 9,714,605 $34.02 $330M +4,309,119 +$79M
VRT - Vertiv · CL A 0.89% Reduce −23.6% 1,181,144 $250.58 $296M −364,428 +$46M
SITE - Siteone Landscape Supply 0.83% Add +1.5% 2,059,076 $133.11 $274M +30,710 +$21M
IBKR - Interactive Brokers · CL A 0.82% Reduce −12.8% 4,047,376 $67.07 $271M −596,000 −$27M
AMZN - Amazon 0.81% Add +5.7% 1,294,654 $208.27 $270M +69,495 −$13M
WELL - Welltower 0.80% Add +5.3% 1,344,941 $197.71 $266M +67,449 +$29M
EQIX - Equinix 0.72% Add +67.8% 243,975 $980.24 $239M +98,546 +$128M
PRI - Primerica 0.65% Reduce −24.1% 860,026 $250.48 $215M −272,518 −$77M
TSM - Taiwan Semiconductor 0.65% Add +0.3% 636,267 $337.95 $215M +1,615 +$22M
APH - Amphenol · CL A 0.63% Reduce −3.0% 1,659,690 $126.35 $210M −51,052 −$21M
GDS — 0.56% Add +21.5% 4,597,246 $40.29 $185M +812,398 +$53M
ABNB - Airbnb · CL A 0.55% Add +63.8% 1,441,221 $126.28 $182M +561,145 +$63M
PWR - Quanta Svcs 0.54% Reduce −0.7% 325,840 $549.02 $179M −2,170 +$40M
WYNN - Wynn Resorts 0.53% Add +42.4% 1,736,856 $101.55 $176M +517,266 +$30M
MTD - Mettler Toledo 0.51% Reduce −8.7% 133,639 $1,261 $169M −12,695 −$35M
IOT - Samsara · CL A 0.49% Add +24.3% 5,119,835 $31.69 $162M +999,804 +$16M
AVGO - Broadcom 0.49% Reduce −2.7% 523,219 $309.51 $162M −14,621 −$24M
HLI - Houlihan Lokey · CL A 0.46% Reduce −5.6% 1,061,403 $143.62 $152M −62,548 −$43M
META - Meta Platforms · CL A 0.44% Reduce −5.0% 256,700 $572.13 $147M −13,426 −$31M
CBRE - CBRE Group · CL A 0.44% Reduce −21.0% 1,074,451 $135.46 $146M −284,881 −$73M
LLYVK - Liberty Live 0.43% Reduce −5.5% 1,525,473 $94.11 $144M −88,193 +$9M
PLD - Prologis 0.43% Reduce −3.9% 1,065,747 $132.18 $141M −43,380 −$721K
FPS - Forgent Power Solutions · CL A 0.41% New 4,674,583 $29.27 $137M +4,674,583 +$137M
LOAR — 0.41% Add +11.6% 2,366,299 $57.29 $136M +246,794 −$9M
MORN - Morningstar 0.39% Reduce −38.8% 759,515 $169.05 $128M −482,279 −$141M
TOL - Toll Brothers 0.38% Reduce −20.1% 932,031 $136.47 $127M −234,239 −$31M
BN - Brookfield · CL A 0.35% Reduce −20.1% 2,905,510 $40.47 $118M −730,407 −$49M
GOOGL - Alphabet · CL A 0.33% Add +142.9% 382,577 $287.56 $110M +225,079 +$61M
NOVT - Novanta 0.33% Reduce −2.3% 915,083 $118.11 $108M −21,879 −$3M
KRMN - Karman 0.31% Reduce −33.2% 1,279,093 $80.05 $102M −635,128 −$38M

Showing top 50 of 317 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Exact Sciences 0.26% Exit 0 $101.56 $97M −954,547 −$97M
LPX - Louisiana Pac 0.15% Exit 0 $80.76 $54M −674,577 −$54M
GTLB - Gitlab · CLASS A 0.15% Exit 0 $37.53 $54M −1,426,527 −$54M
Masimo 0.13% Exit 0 $130.06 $49M −373,899 −$49M
ACLXGBX - Arcellx 0.11% Exit 0 $65.20 $40M −609,697 −$40M
FBIN - Fortune Brands 0.10% Exit 0 $50.02 $39M −773,799 −$39M
Cushman And Wakefield 0.06% Exit 0 $16.19 $24M −1,481,285 −$24M
CVCO - Cavco Inds Del 0.06% Exit 0 $590.73 $22M −37,078 −$22M
Xpeng 0.05% Exit 0 $20.28 $19M −940,642 −$19M
TTD - The Trade Desk · CL A 0.05% Exit 0 $37.96 $19M −500,036 −$19M
ASIC - Ategrity Specialty In Ho 0.04% Exit 0 $21.01 $14M −669,792 −$14M
DHR - Danaher 0.04% Exit 0 $228.93 $14M −60,709 −$14M
BXP - Boston Properties 0.04% Exit 0 $67.48 $14M −202,984 −$14M
AZNN — 0.03% Exit 0 $91.93 $12M −135,025 −$12M
Repay · CL A 0.02% Exit 0 $3.65 $7M −2,000,000 −$7M
SHO - Sunstone Hotel Invs 0.02% Exit 0 $8.94 $6M −686,050 −$6M
KRC - Kilroy Rlty 0.01% Exit 0 $37.37 $5M −142,997 −$5M
BSX - Boston Scientific 0.01% Exit 0 $95.34 $4M −47,000 −$4M
PEN - Penumbra 0.01% Exit 0 $310.93 $4M −13,926 −$4M
Wyndham Hotels & Resorts 0.01% Exit 0 $75.55 $4M −56,080 −$4M
MCK - Mckesson 0.01% Exit 0 $820.20 $4M −5,000 −$4M
Ishares Tr 0.01% Exit 0 $74.94 $4M −51,896 −$4M
AAPL - Apple 0.01% Exit 0 $271.88 $4M −14,293 −$4M
POOL - POOL Corp 0.01% Exit 0 $228.75 $4M −16,621 −$4M
Cyberark Software 0.01% Exit 0 $446.02 $4M −8,105 −$4M
IRDM - Iridium Communications 0.01% Exit 0 $17.38 $3M −200,000 −$3M
HUBS - Hubspot 0.01% Exit 0 $401.34 $2M −6,122 −$2M
VGT - Vanguard World Fd 0.01% Exit 0 $753.91 $2M −2,682 −$2M
UNH - Unitedhealth Group 0.01% Exit 0 $330.17 $2M −6,000 −$2M
EHC - Encompass Health 0.01% Exit 0 $106.11 $2M −17,500 −$2M
NVO - Novo-Nordisk A S Exit 0 $50.86 $1M −27,426 −$1M
ALNY - Alnylam Pharmaceuticals Exit 0 $397.71 $1M −3,500 −$1M
VCTR - Victory Cap · CL A Exit 0 $63.09 $1M −16,596 −$1M
THC - Tenet Healthcare Exit 0 $198.86 $696K −3,500 −$696K
FLUT - Flutter Entmt Exit 0 $214.90 $398K −1,852 −$398K
RYAN - Ryan Specialty · CL A Exit 0 $51.72 $239K −4,621 −$239K
ORCL - Oracle Exit 0 $210.53 $4K −19 −$4K

* 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 Q4. 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