Baron
Baron Capital
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 27 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Baron for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · Institutional Shares
- YTD+10.4%index +7.3%
- 1Y+48.8%index +6.2%
- 3Y · /yr+22.7%index +15.6%
- 5Y · /yr+13.8%index +6.0%
- 10Y · /yr+25.5%index +13.0%
- Inception · /yr+18.0%index +11.8%
Index: Russell Midcap Growth Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Baron Capital | +10.4% | +48.8% | +22.7% | +13.8% | +25.5% | +18.0% |
| Russell Midcap Growth Index | +7.3% | +6.2% | +15.6% | +6.0% | +13.0% | +11.8% |
Since inception: Since Conversion (4/30/2003)
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
- Hyatt Hotels Corporation
- Figma, Inc.
- FactSet Research Systems Inc.
- Birkenstock Holding plc
- Red Rock Resorts, Inc.
- Shopify Inc.
- Alphabet Inc.
- Vail Resorts, Inc.
- Spotify Technology S.A.
- HEICO Corporation
- Gartner, Inc.
- Moderna, Inc.
- Amazon.com, Inc.
- NVIDIA Corporation
- Morningstar, Inc.
- Space Exploration Technologies Corp.
- MSCI Inc.
- Arch Capital Group Ltd.
- Eli Lilly and Company
- Gaming and Leisure Properties, Inc.
- The Charles Schwab Corporation
- CoStar Group, Inc.
- Verisk Analytics, Inc.
- IDEXX Laboratories, Inc.
- Choice Hotels International, Inc.
- Kinsale Capital Group, Inc.
- On Holding AG