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Baron Capital Group, Inc.
Ron Baron · Asset Manager · Growth
Baron Capital Group, Inc., founded in 1982 by Ronald Baron, is a premier New York-based asset management firm specializing in growth equity investment solutions for individuals, institutions, and financial advisors. The firm is widely recognized for its research-driven approach and its family of mutual funds, known as the Baron Funds. Headquartered in Manhattan, the company has built a reputation over four decades for its focus on long-term capital appreciation, particularly through high-conviction investments in secular growth businesses and emerging industries.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -4.2% |
| YTD return | -5.2% |
| Sharpe ratio | -3.08 |
| Win rate | 42% |
| AUM | $47.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $47.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.baroncapitalgroup.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SPCX | SPAC and New Issue ETF | 43.3% | +6.9% |
| TSLA | Tesla Inc | 9.3% | -17.6% |
| GWRE | Guidewire Software Inc | 3.9% | -25.0% |
| MSCI | MSCI Inc | 3.9% | +1.2% |
| SHOP | Shopify Inc | 3.7% | -3.5% |
| ACGL | Arch Capital Group Ltd | 3.3% | +5.9% |
| IT | Gartner Inc | 3.2% | -17.1% |
| SPOT | Spotify Technology SA | 2.9% | -16.2% |
| FDS | FactSet Research Systems Inc | 2.8% | +1.7% |
| SCHW | Charles Schwab Corp | 2.7% | +15.4% |
| H | Hyatt Hotels Corporation | 2.7% | +7.7% |
| IDXX | IDEXX Laboratories Inc | 2.3% | -16.9% |
| KNSL | Kinsale Capital Group Inc | 2.2% | -10.3% |
| CHH | Choice Hotels International Inc | 2.2% | -7.5% |
| TSM | Taiwan Semiconductor Manufacturing | 2.1% | +52.7% |
| RRR | Red Rock Resorts Inc | 2.0% | -16.9% |
| MTN | Vail Resorts Inc | 2.0% | -5.9% |
| FIGS | Figs Inc | 2.0% | +84.2% |
| VRSK | Verisk Analytics Inc | 1.9% | -10.3% |
| MORN | Morningstar Inc | 1.6% | -7.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | NVDA | 2.2% → 0.0% |
| Aug 31, 2026 | SELL | ACGL | 5.6% → 3.3% |
| Aug 31, 2026 | SELL | H | 3.9% → 2.7% |
| Aug 31, 2026 | BUY | SPCX | 25.3% → 43.3% |
| Aug 31, 2026 | SELL | IDXX | 3.3% → 2.3% |
Investment Style Analysis
Baron Capital Group, Inc. is widely recognized for employing a Growth strategy. As of Sep 21, 2026, the firm oversees approximately $47.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Other and Auto Manufacturers sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Baron Capital Group, Inc. made a significant move by reducing the position in NVDA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Baron Capital follows a long-term, fundamental, active growth investment philosophy, primarily targeting companies with durable competitive advantages and exceptional management teams. The firm's strategy is built on bottom-up, proprietary research with the goal of identifying businesses that have the potential to double in value over a five-to-seven-year period. By maintaining a 'buy-and-hold' mentality and a owner-oriented mindset, the firm often ignores short-term market noise and macroeconomic fluctuations, viewing volatility as an opportunity to add to positions in companies with sustainable growth trajectories and high returns on capital.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Baron Capital Group, Inc..
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Frequently asked questions
How is the simulated portfolio for Baron Capital Group, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Baron Capital Group, Inc.'s largest holding?
As of the latest filing, Baron Capital Group, Inc.'s top position is SPAC and New Issue ETF (SPCX), representing 43.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Baron Capital Group, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of -4.2% with a win rate of 42%. Notably, the portfolio maintains a Sharpe Ratio of -3.08, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Baron Capital Group, Inc. primarily invest in?
Baron Capital Group, Inc. has a strong preference for the Other sector, which makes up 43.3% of their disclosed assets. The portfolio also has exposure to Auto Manufacturers, indicating a specific thematic focus.
Is Baron Capital Group, Inc.'s portfolio concentrated or diversified?
Baron Capital Group, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 56.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Baron Capital Group, Inc. performed in 2026?
Our AI-simulated model portfolio for Baron Capital Group, Inc. tracks a Year-to-Date (YTD) return of -5.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ron Baron manage Baron Capital Group, Inc. directly?
Yes, Ron Baron serves as the key portfolio manager for Baron Capital Group, Inc., overseeing the investment strategy and final capital allocation decisions.