ACGLO - Tracking Ron Baron's BAMCO Portfolio - Q4 2024 Update
2025-03-13 20:31:03 ET
Summary
- BAMCO Inc.'s 13F portfolio value increased to $38.69B with 350 positions, focusing on 35 significant securities, including Tesla, Gartner, Arch Capital, CoStar, and MSCI.
- Baron Capital, managing ~$50B, emphasizes long-term, research-driven growth, with flagship funds Baron Asset Fund and Baron Partners Fund delivering significant alpha.
- Notable stake increases include CoStar Group, Vail Resorts, Hyatt Hotels, and Idexx Labs, while Tesla, Gartner, Arch Capital, and MSCI saw minor trimming.
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 02/14/2025. The 13F portfolio value increased from $37.70B to $38.69B this quarter. The holdings are diversified with recent 13F reports showing around 350 positions. There are 35 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. They add up to ~32% 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 2024....
Tracking Ron Baron's BAMCO Portfolio - Q4 2024 Update