Asset Manager · CIK 0001017918
Ron Baron
Baron Capital / BAMCO
Ron Baron runs Baron Capital / BAMCO, an asset manager overseeing $36.91B in disclosed equity holdings (SEC CIK 0001017918). The latest portfolio (2025Q4) discloses 327 positions across 9 sectors, with the largest positions in TSLA, ARCH CAP GROUP LTD and MSCI. On a mark-to-market basis the tracked portfolio has returned 13.0% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$36.91B
Positions
327
Quarter
2025Q4
Filings tracked
40
1-YearTWR
+13.02%
since 2024Q4
3-YearTWR
+104.18%
since 2022Q4
5-YearTWR
-99.04%
since 2020Q4
10-Year
—
insufficient history
Performance overview
We mark Ron Baron (Baron Capital / BAMCO)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Ron's portfolio is 13.0% over the last 12 months · 116.6% since 2016Q1.
Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
Ron Baron
+95.3%
SPY
—
Portfolio line tracks reported AUM (mark-to-market on filing dates). It includes inflows/outflows so it isn't a pure time-weighted return — same convention as Dataroma and StockCircle.
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$342M
Lifetime buys
$21.59B
Lifetime sells
$28.45B
Portfolio over time
AUMPositions
QoQ AUM
-2.1%
16Q lifetime AUM
-9.4%
QoQ positions
-3
16Q lifetime positions
-61
Position concentration
327 positions