Holdings
Baron Durable Advantage Fund
As of Jun 30, 2026, Baron Durable Advantage Fund reported 29 positions worth US$520M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 724K | US$54.4M | +107K | Jun 30, 2026 |
| Nvidia Corporation | 228K | US$45.7M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 115K | US$41M | −1,030 | Jun 30, 2026 |
| Amazon.com, Inc. | 162K | US$38.6M | no change | Jun 30, 2026 |
| Broadcom Inc. | 77,086 | US$29.1M | no change | Jun 30, 2026 |
| Monolithic Power Systems, Inc. | 20,373 | US$28.2M | −1,900 | Jun 30, 2026 |
| Meta Platforms, Inc. | 43,495 | US$24.5M | −13,558 | Jun 30, 2026 |
| Microsoft Corp. | 63,628 | US$23.7M | no change | Jun 30, 2026 |
| Visa Inc. | 64,967 | US$22.3M | no change | Jun 30, 2026 |
| Welltower Inc. | 80,512 | US$18.3M | no change | Jun 30, 2026 |