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home / news releases / CWAN - Tracking Ron Baron's BAMCO Portfolio - Q2 2022 Update

CWAN - Tracking Ron Baron's BAMCO Portfolio - Q2 2022 Update

Clearwater Analytics Holdings Inc. Class A

Summary

  • BAMCO’s 13F portfolio value decreased from $40.75B to $31.14B this quarter.
  • Ron Baron increased SiteOne Landscape, ASGN, and Floor & Décor Holdings while reducing Taiwan Semi, Marriott Vacations Worldwide, and PENN Entertainment.
  • Their top five positions are at ~27% of the overall portfolio.

For further details see:

Tracking Ron Baron's BAMCO Portfolio - Q2 2022 Update
Stock Information
Company Name: Clearwater Analytics Holdings Inc. Class A
Stock Symbol: CWAN
Market: NYSE
Website: clearwateranalytics.com
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