TSM - Tracking Ron Baron's BAMCO Portfolio - Q4 2023 Update
2024-03-22 00:23:00 ET
Summary
- BAMCO Inc.'s 13F portfolio value increased from $34.42B to $37.55B in the last quarter.
- The largest five stakes in the portfolio are Tesla Motors, Gartner Inc., CoStar Group, Arch Capital Group, and FactSet Research.
- Baron Capital's flagship mutual funds, Barron Asset Fund and Baron Partners Fund, have produced significant alpha compared to their benchmarks.
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 2/14/2024. The 13F portfolio value increased from $34.42B to $37.55B this quarter. The holdings are diversified with recent 13F reports showing around 350 positions. There are 34 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, CoStar Group, Arch Capital Group, and FactSet Research. They add up to ~30% 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 Q3 2023....
Tracking Ron Baron's BAMCO Portfolio - Q4 2023 Update