HF Best Ideas
Analyses
Quarterly Letters
✦
Warren AI
Analyses
Quarterly Letters
✦
Warren AI
Also pitched by Baron Fifth Avenue Growth Fund
Alphabet
GOOGL
Broadcom Inc.
AVGO
Meta Platforms
META
Amphenol Corporation
APH
KKR & Co. Inc.
KKR
CrowdStrike Holdings, Inc.
CRWD
Cerebras Systems Inc. — Baron Fifth Avenue Growth Fund — Jun 2026 · HF Best Ideas
