Baron Global Opportunity Fund
Baron Global Opportunity Fund reported 43 holdings worth US$1.39B as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 28, 2026
Baron Global Opportunity Fund reported 43 holdings worth US$1.39B as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Nvidia Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 28, 2026 (Form N-PORT).
- Holdings
- 43
- Value as reported
- US$1.39B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Space Exploration Technologies Corp | 1.64M | US$280M | 20.1% |
| Nvidia Corporation | 437K | US$87.5M | 6.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 981K | US$73.7M | 5.3% |
| Shopify Inc. | 594K | US$67.9M | 4.9% |
| Amazon.com, Inc. | 256K | US$61.1M | 4.4% |
| Asml Holding Nv | 26,509 | US$52.5M | 3.8% |
| Mercadolibre, Inc. | 29,717 | US$50.4M | 3.6% |
| Crowdstrike Holdings, Inc. | 59,801 | US$45.6M | 3.3% |
| Cloudflare, Inc. | 178K | US$43.7M | 3.1% |
| Datadog, Inc. | 158K | US$41.1M | 3.0% |
| Nu Holdings Ltd. | 2.93M | US$39.1M | 2.8% |
| Argenx Se | 38,884 | US$36.1M | 2.6% |
| Alphabet Inc (google) Class C | 94,285 | US$33.7M | 2.4% |
| Loar Holdings Inc. | 407K | US$32.8M | 2.4% |
| Bajaj Finance Limited | 3.05M | US$32.4M | 2.3% |
| Coupang, Inc. | 1.85M | US$32.2M | 2.3% |
| Eternal Limited | 11M | US$30.7M | 2.2% |
| Gds Holdings Ltd. | 7.73M | US$28.8M | 2.1% |
| Snowflake Inc. | 107K | US$27.1M | 2.0% |
| Forgent Power Solutions, Inc. | 451K | US$25.2M | 1.8% |
| Nebius Group N.v. | 84,740 | US$23.4M | 1.7% |
| Tesla, Inc. | 49,958 | US$21M | 1.5% |
| Illumina, Inc. | 108K | US$19M | 1.4% |
| Zscaler Inc | 123K | US$17.4M | 1.3% |
| Servicetitan, Inc. | 217K | US$15.4M | 1.1% |
| Sailpoint, Inc. | 950K | US$13.9M | 1.0% |
| Samsung Electronics Co., Ltd. | 54,092 | US$12M | 0.86% |
| Netskope, Inc. | 1.07M | US$11.7M | 0.84% |
| Indie Semiconductor, Inc. | 2.55M | US$11.4M | 0.82% |
| Adyen Nv | 11,895 | US$11.2M | 0.80% |
| Inpost S.a. | 592K | US$10.4M | 0.75% |
| Heartflow, Inc. | 348K | US$10.2M | 0.73% |
| Billiontoone, Inc. | 79,967 | US$9.59M | 0.69% |
| Block, Inc. | 110K | US$8.36M | 0.60% |
| Cerebras Systems Inc. | 35,956 | US$7.95M | 0.57% |
| Codere Online Luxembourg, S.a. | 828K | US$7.92M | 0.57% |
| Dpc Holdings Plc | 160K | US$7.86M | 0.57% |
| Afya Limited | 260K | US$3.85M | 0.28% |
| Figma Inc | 73,112 | US$1.32M | 0.10% |
| Grail, Inc. | 154 | US$10,514 | <0.01% |
| Wix.com Ltd. | 0 | US$0 | 0.00% |
| Fiverr International Ltd. | 0 | US$0 | 0.00% |
| Viking Therapeutics, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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