HF Best Ideas
AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
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.

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

Every letter

2026

  • June 2026

Other Baron strategies

  • Baron Discovery Fund8
  • Baron Health Care Fund8
  • Baron Durable Advantage Fund7
  • Baron Emerging Markets Fund7
  • Baron Focused Growth Fund7
  • Baron India Fund7
  • Baron International Growth Fund7
  • Baron Opportunity Fund7
  • Baron Real Estate Income Strategy7
  • Baron Real Estate Strategy7
  • Baron Small Cap Fund7
  • Baron Asset Fund6
  • Baron Fifth Avenue Growth Fund6
  • Baron Partners Fund6
  • Baron Global Opportunity Fund5
  • Baron Financials ETF4
  • Baron Technology Fund4
  • Baron Growth Fund3
  • Baron SMID Cap ETF3
  • Baron First Principles ETF2
  • Baron Global Advantage Fund2
  • Baron Global Durable Advantage ETF2
  • Baron FinTech Fund1
  • Baron Generational Growth Fund1
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