VRT - Tracking Ron Baron's BAMCO Portfolio - Q1 2024 Update
2024-06-20 21:56:16 ET
Summary
- Baron Capital's 13F stock portfolio value decreased slightly this quarter to $37.52B.
- Top five stakes include Tesla Motors, Gartner Inc, Arch Capital Group, CoStar Group, and MSCI Inc, totaling ~27% of the portfolio.
- Stake increases in Red Rock Resorts and SiteOne Landscape, while stake decreases in Tesla Motors, Gartner Inc, and others.
This article is part of a series that provides an ongoing analysis of the changes made to BAMCO Inc.’s 13F stock portfolio on a quarterly basis. It is based on Ron Baron’s regulatory 13F Form filed on 5/15/2024. The 13F portfolio value decreased from $37.55B to $37.52B this quarter. The holdings are diversified with recent 13F reports showing around 350 positions. There are 30 securities that are significantly large (more than ~0.5% of the portfolio each) and they are the focus of this article. The largest five stakes are Tesla Motors, Gartner Inc, Arch Capital Group, CoStar Group, and MSCI Inc. They add up to ~27% of the portfolio. Please visit our Tracking Ron Baron’s BAMCO Portfolio series to get an idea of their investment philosophy and our last update for the fund’s moves during Q4 2023....
Tracking Ron Baron's BAMCO Portfolio - Q1 2024 Update