Long-term GrowthAs of 2026-06-30
Ron Baron
Baron Capital Group Inc
Founder of Baron Capital. Known for a growth investment strategy with 10-20+ year holding periods, also recognized as an early investor in Tesla. Managing $37B in assets.
$66.64BAUM
237Holdings
2026-06-30 Summary
6개 종목 신규 매수 (SPCX, BXDC, MRNA 등) · 6개 종목 추가 매수 (HD, MU, MP 등) · 111개 비중 축소 · Top holding: SPCX 37.4%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준New Buy6
SPCXSPACE EXPLORATION TECHN CORP$24.91B37.4%
BXDCBLACKSTONE DIGITAL INFRASTRU$164.83M0.2%
MRNAMODERNA INC$139.32M0.2%
MTHMERITAGE HOMES CORP$112.50M0.2%
CBRSCEREBRAS SYSTEMS INC$65.20M<0.1%
FBINFORTUNE BRANDS INNOVATIONS I$63.60M<0.1%
Holdings
237 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | 37.38% | 145,775,147 | $24.91B | - | New Position |
| 2 |  TSLATESLA INC | 7.90% | 12,524,752 | $5.27B | +4.95% | Added |
| 3 |  MSCIMSCI INC | 2.70% | 3,211,753 | $1.80B | +18.98% | Added |
| 4 |  ACGLARCH CAP GROUP LTD | 2.31% | 15,872,450 | $1.54B | -5.01% | Partial Sell |
| 5 |  HHYATT HOTELS CORP | 2.12% | 7,279,087 | $1.41B | +14.78% | Added |
| 6 |  SHOPSHOPIFY INC | 1.91% | 11,155,546 | $1.27B | +136.43% | Added |
| 7 |  SPOTSPOTIFY TECHNOLOGY S A | 1.68% | 2,433,114 | $1.12B | +84.39% | Added |
| 8 |  GWREGUIDEWIRE SOFTWARE INC | 1.66% | 8,994,456 | $1.11B | +36.33% | Added |
| 9 |  SCHWSCHWAB CHARLES CORP | 1.61% | 11,655,694 | $1.08B | +56.15% | Added |
| 10 |  RRRRED ROCK RESORTS INC | 1.60% | 16,391,131 | $1.07B | +22.20% | Added |
FAQ
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