HF Best Ideas
Analyses
Quarterly Letters
✦
Warren AI
Analyses
Quarterly Letters
✦
Warren AI
Also pitched by Baron Durable Advantage Fund
Taiwan Semiconductor Manufacturing Co Ltd
TSM
Alphabet Inc.
GOOGL
Microsoft
MSFT
Broadcom Inc.
AVGO
Nvidia
NVDA
Meta Platforms
META
Arxis, Inc. — Baron Durable Advantage Fund — Jun 2026 · HF Best Ideas