Ron Baron's top holdings (July 2026) include Tesla Inc (TSLA), a company focused on the design, manufacture, and sale of electric vehicles and renewable energy generation and storage systems.

Ron Baron is the founder and Chief Executive Officer of Baron Capital, a New York-based investment management firm. He serves as the primary portfolio manager for several funds, specializing in a strategy of long-term equity investments across diverse industrial and financial sectors.

Tesla Inc (TSLA)

Tesla Inc develops and manufactures fully electric vehicles, as well as scalable solar and battery energy storage products. The company's operations extend to global charging infrastructure and software-driven vehicle services. Tesla currently has a market capitalization of $1.43T, with Ron Baron's position currently valued at $5.02B. Analysts have set a price target of $429.0 for the company, and its discounted cash flow value is calculated at $18.29.

Here's an overview of Ron Baron's trades in Tesla Inc:

Arch Capital Group Ltd (ACGL)

Arch Capital Group Ltd provides a range of insurance, reinsurance, and mortgage insurance products through its global subsidiaries. The firm operates across specialty lines, serving clients in diverse geographic markets. The company's market cap stands at $34.08B, while the current value of Ron Baron's holding is $1.62B. A price target of $105.0 has been established by analysts, and the discounted cash flow analysis shows a value of $96.99.

Here's an overview of Ron Baron's trades in Arch Capital Group Ltd:

MSCI Inc (MSCI)

MSCI Inc provides investment decision support tools, including indexes, portfolio risk and performance analytics, and governance research. These products are utilized by institutional investors and asset managers for portfolio construction and risk management. This holding in Ron Baron's portfolio is currently worth $1.51B, and the company maintains a market capitalization of $40.39B. Analysts have set a price target of $706.67 for MSCI, while its discounted cash flow value is $358.31.

Here's an overview of Ron Baron's trades in MSCI Inc:

Hyatt Hotels Corporation (H)

Hyatt Hotels Corporation is an international hospitality firm that manages, franchises, and owns various hotel and resort brands. Its portfolio includes luxury, premium, and lifestyle properties located in major cities and vacation destinations worldwide. The current value of Ron Baron's position in Hyatt is $1.23B, for a company with a total market cap of $18.81B. Analysts provide a price target of $194.21, and the discounted cash flow analysis indicates a value of -73.91.

Here's an overview of Ron Baron's trades in Hyatt Hotels Corporation:

Red Rock Resorts Inc (RRR)

Red Rock Resorts Inc is a developer and operator of casino and entertainment properties located primarily in the Las Vegas metropolitan area. The company manages multiple resort destinations and regional gaming facilities. Red Rock Resorts has a market capitalization of $3.95B, with the current value of Ron Baron's position standing at $872.64M. The discounted cash flow value for the company is $22.77 per share, and analysts have set a price target of $68.25.

Here's an overview of Ron Baron's trades in Red Rock Resorts Inc: