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Baron Capital

by Ron Baron, CEO since 1987 asset manager

Legal name
BAMCO Inc
On record since?
Q2 2013
Filings read
53
Style
Growth
Website
baroncapitalgroup.com
View more
CIK
0001017918
Read since
Aug 22, 2026

Q2 2026 · filed Aug 14, 2026 · $66.6B US stock · 345 positions · Very concentrated · Low turnover · Top: SPCX 37.4% · TSLA 7.9% · MSCI 2.7%

Read the filing →

Streakslongest held · 53 quarters on record

  1. MSCI MSCI, Inc. 2.7%53+ quarters
  2. ACGL Arch Capital Group Ltd 2.3%53+ quarters
  3. H Hyatt Hotels Corporation 2.1%53+ quarters
  4. GWRE Guidewire Software, Inc. 1.7%53+ quarters
  5. SCHW The Charles Schwab Corporation 1.6%53+ quarters

40 names have been in this book every quarter on record (53). New in this book this quarter: SPCX, BXDC, MRNA, MTH, CBRS and 49 more.

Over time53 quarters, Q2 2013 to Q2 2026

US stock$66.6B Q2 2026

Positions345 Q2 2026

Picture100.0% Q2 2026

Turnover14%/yr Q2 2026

Filings53

  1. Q2 2026 filed Aug 14, 26 $66.6B · 345 positions  · 54 new · 35 exited full · Very concentrated 54 new · 35 exited
  2. Q1 2026 filed May 15, 26 $33.1B · 326 positions  · 36 new · 37 exited full · Focused 36 new · 37 exited
  3. Q4 2025 filed Feb 17, 26 $36.9B · 327 positions  · 34 new · 37 exited full · Focused 34 new · 37 exited
  4. Q3 2025 filed Nov 14, 25 $37.7B · 330 positions  · 37 new · 13 exited full · Focused 37 new · 13 exited
  5. Q2 2025 filed Aug 14, 25 $36.9B · 306 positions  · 20 new · 28 exited full · Focused 20 new · 28 exited
  6. Q1 2025 filed May 15, 25 $34.0B · 314 positions  · 29 new · 31 exited full · Focused 29 new · 31 exited
  7. Q4 2024 filed Feb 14, 25 $38.7B · 316 positions  · 17 new · 29 exited full · Focused 17 new · 29 exited
  8. Q3 2024 filed Nov 14, 24 $37.7B · 328 positions  · 18 new · 19 exited full · Focused 18 new · 19 exited
  9. Q2 2024 filed Aug 14, 24 $34.9B · 329 positions  · 22 new · 25 exited full · Diversified 22 new · 25 exited
  10. Q1 2024 filed May 15, 24 $37.5B · 332 positions  · 17 new · 15 exited full · Diversified 17 new · 15 exited
  11. Q4 2023 filed Feb 14, 24 $37.5B · 330 positions  · 18 new · 22 exited full · Focused 18 new · 22 exited
  12. Q3 2023 filed Nov 14, 23 $34.4B · 334 positions  · 12 new · 21 exited full · Focused 12 new · 21 exited
  13. Q2 2023 filed Aug 14, 23 $36.1B · 343 positions  · 10 new · 27 exited full · Focused 10 new · 27 exited
  14. Q1 2023 filed May 15, 23 $33.3B · 360 positions  · 16 new · 31 exited full · Focused 16 new · 31 exited
  15. Q4 2022 filed Feb 14, 23 $29.8B · 375 positions  · 29 new · 24 exited full · Diversified 29 new · 24 exited
  16. Q3 2022 filed Nov 14, 22 $31.0B · 370 positions  · 14 new · 15 exited full · Focused 14 new · 15 exited
  17. Q2 2022 filed Aug 15, 22 $31.1B · 371 positions  · 18 new · 35 exited full · Focused 18 new · 35 exited
  18. Q1 2022 filed May 13, 22 $40.7B · 388 positions  · 29 new · 45 exited full · Focused 29 new · 45 exited
  19. Q4 2021 filed Feb 14, 22 $47.1B · 404 positions  · 43 new · 36 exited full · Focused 43 new · 36 exited
  20. Q3 2021 filed Nov 12, 21 $44.1B · 397 positions  · 33 new · 37 exited full · Diversified 33 new · 37 exited
  21. Q2 2021 filed Aug 13, 21 $43.7B · 401 positions  · 42 new · 35 exited full · Diversified 42 new · 35 exited
  22. Q1 2021 filed May 19, 21 $40.6B · 394 positions  · 38 new · 21 exited full · Diversified 38 new · 21 exited
  23. Q4 2020 filed Feb 12, 21 $40.4B · 377 positions  · 40 new · 19 exited full · Diversified 40 new · 19 exited
  24. Q3 2020 filed Nov 13, 20 $32.6B · 356 positions  · 31 new · 18 exited full · Diversified 31 new · 18 exited
  25. Q2 2020 filed Aug 14, 20 $27.7B · 343 positions  · 30 new · 24 exited full · Diversified 30 new · 24 exited
  26. Q1 2020 filed May 15, 20 $20.4B · 337 positions  · 21 new · 37 exited full · Diversified 21 new · 37 exited
  27. Q4 2019 filed Feb 18, 20 $26.2B · 353 positions  · 30 new · 27 exited full · Diversified 30 new · 27 exited
  28. Q3 2019 filed Nov 14, 19 $24.3B · 350 positions  · 20 new · 31 exited full · Diversified 20 new · 31 exited
  29. Q2 2019 filed Aug 15, 19 $24.9B · 361 positions  · 30 new · 26 exited full · Diversified 30 new · 26 exited
  30. Q1 2019 filed May 15, 19 $23.6B · 357 positions  · 18 new · 30 exited full · Diversified 18 new · 30 exited
  31. Q4 2018 filed Feb 14, 19 $19.8B · 369 positions  · 32 new · 34 exited full · Diversified 32 new · 34 exited
  32. Q3 2018 filed Nov 14, 18 $24.1B · 371 positions  · 34 new · 25 exited full · Diversified 34 new · 25 exited
  33. Q2 2018 filed Aug 14, 18 $22.9B · 362 positions  · 34 new · 24 exited full · Diversified 34 new · 24 exited
  34. Q1 2018 filed Mar 20, 18 $21.7B · 352 positions  · 61 new · 28 exited full · Diversified 61 new · 28 exited
  35. Q4 2017 filed Feb 14, 18 $21.7B · 319 positions  · 20 new · 19 exited full · Diversified 20 new · 19 exited
  36. Q3 2017 filed Nov 14, 17 $21.1B · 318 positions  · 13 new · 33 exited full · Diversified 13 new · 33 exited
  37. Q2 2017 filed Aug 14, 17 $19.6B · 338 positions  · 38 new · 23 exited full · Diversified 38 new · 23 exited
  38. Q1 2017 filed May 15, 17 $18.9B · 323 positions  · 29 new · 27 exited full · Diversified 29 new · 27 exited
  39. Q4 2016 filed Feb 14, 17 $17.8B · 321 positions  · 38 new · 25 exited full · Diversified 38 new · 25 exited
  40. Q3 2016 filed Nov 15, 16 $18.9B · 308 positions  · 26 new · 19 exited full · Diversified 26 new · 19 exited
  41. Q2 2016 filed Aug 15, 16 $18.8B · 301 positions  · 27 new · 21 exited full · Diversified 27 new · 21 exited
  42. Q1 2016 filed May 16, 16 $18.9B · 295 positions  · 23 new · 41 exited full · Diversified 23 new · 41 exited
  43. Q4 2015 filed Feb 16, 16 $21.6B · 313 positions  · 18 new · 47 exited full · Diversified 18 new · 47 exited
  44. Q3 2015 filed Nov 16, 15 $22.1B · 342 positions  · 22 new · 35 exited full · Diversified 22 new · 35 exited
  45. Q2 2015 filed Aug 14, 15 $25.4B · 355 positions  · 23 new · 27 exited full · Diversified 23 new · 27 exited
  46. Q1 2015 filed May 15, 15 $25.8B · 359 positions  · 27 new · 29 exited full · Diversified 27 new · 29 exited
  47. Q4 2014 filed Feb 18, 15 $24.9B · 361 positions  · 32 new · 28 exited full · Diversified 32 new · 28 exited
  48. Q3 2014 filed Nov 13, 14 $24.1B · 357 positions  · 21 new · 23 exited full · Diversified 21 new · 23 exited
  49. Q2 2014 filed Aug 14, 14 $25.2B · 359 positions  · 26 new · 25 exited full · Diversified 26 new · 25 exited
  50. Q1 2014 filed May 15, 14 $24.5B · 358 positions  · 36 new · 25 exited full · Diversified 36 new · 25 exited
  51. Q4 2013 filed May 15, 14 $24.1B · 347 positions  · 47 new · 17 exited full · Diversified 47 new · 17 exited
  52. Q3 2013 filed Nov 14, 13 $21.8B · 317 positions  · 21 new · 10 exited full · Diversified 21 new · 10 exited
  53. Q2 2013 filed Aug 14, 13 $19.2B · 306 positions  · 0 new · 0 exited full · Diversified 0 new · 0 exited

People4

  • Ron Baron · CEO · 1987–Chief executive and portfolio manager. Source: Form ADV 110789
  • Michael Baron · portfolio manager · 2018–Portfolio manager of Baron Partners since 2018; co-president since 2024-06-03. Source: Baron 497 2024
  • David Baron · portfolio manager · 2018–Portfolio manager of Baron Focused Growth since 2018; co-president since 2024-06-03. Source: Baron 497 2024
  • Ron Baron · founder · 1982–Founded Baron Capital in 1982; CEO and portfolio manager of Baron Growth and co-manager of Baron Partners. Source: baroncapitalgroup.com/bio/ron-baron, Form ADV 110789