Tracking Ron Baron's BAMCO Portfolio - Q2 2025 Update

2025-09-15 03:00:41 ET

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 08/14/2025. The 13F portfolio value increased from $34.05B to $36.89B this quarter. The holdings are diversified, with recent 13F reports showing around 350 positions. There are 40 securities that are significantly large (more than ~0.5% of the portfolio each), and they are the focus of this article. The five largest stakes are Tesla Motors, Arch Capital Group, CoStar Group, Gartner, Inc., and Guidewire Software. They add up to ~28% 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 Q1 2025....

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