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

Baron First Principles ETF

Mar 2026 → Mar 2026

Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 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.

Its investment theses

  • FIGS, Inc.Mar 2026FIGS is a healthcare apparel company expanding its customer base, product assortment, and international footprint.
  • CoStar Group, Inc.Mar 2026CoStar Group is a real estate data and marketing platform with recurring revenue, differentiated assets, and long-term cash flow potential.

Every letter

2026

  • March 2026

Other Baron strategies

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