Ron Baron's position in Intuit is currently worth $13.6 Million. That's 0.04% of their equity portfolio (201st largest holding). The first Intuit trade was made in Q1 2020. Since then Ron Baron bought shares fifteen more times and sold shares on four occasions. The stake costed the investor $10.4 Million, netting the investor a gain of 31% so far.
Baron Funds, an asset management firm, published its “Baron Durable Advantage Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds, an asset management firm, published its “Baron FinTech Fund” fourth quarter 2021 investor letter – a copy of which can be downloaded here.