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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Ron Baron (Baron Capital / BAMCO)
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Ron Baron

Baron Capital / BAMCO
Share
  • Asset Manager · CIK 0001017918
  • Large Fund

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 106.7% since 2016Q1. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Ron's filingsView holdings↓
Portfolio
$36.91B
Positions
327
Quarter
2025Q4
Filings tracked
40
Since filing+106.7%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Not enough filing history to compute mark-to-market returns for Ron Baron.

We need at least one year of portfolio coverage with priceable positions.

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 106.7% since 2016Q1.

Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2025Q4
Ron Baron
+57.6%
SPY
+69.5%
Alpha
-11.9pp
66941221501782021Q22023Q32025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$3.89B+$1.95B$0-$1.95B-$3.89B'19Q2'19Q3'19Q4'20Q1'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1
Latest · 2023Q1
-$100M
Lifetime buys
$31.90B
Lifetime sells
$24.95B
Portfolio over time
AUMPositions
$0$15.56B$31.11B$47.14B404337'19Q2'21Q1'23Q1
QoQ AUM
+11.9%
16Q lifetime AUM
+33.6%
QoQ positions
-15
16Q lifetime positions
-1
Position concentration
360 positions
Top 1
11%
of book
  • Top 111%$3.65BTSLA
  • Top 2-517%$5.53BIT, ARCH CAP GRO, CSGP
  • Top 6-1015%$4.93BIDXX, FDS, MTN
  • Top 11-2014%$4.76BKNSL, H, CHH
  • Rest43%$14.44BRest of port