Ron Baron's top holdings (March 2026) include Tesla Inc (TSLA), a prominent manufacturer of electric vehicles and sustainable energy solutions.

Ron Baron is the founder, CEO, and portfolio manager of Baron Capital, an investment management firm established in 1982. The firm's investment philosophy centers on identifying and investing in fast-growing, competitively advantaged companies with strong management teams, holding positions for the long term.

Tesla Inc (TSLA)

Tesla is a leading force in the electric vehicle market, also extending its reach into battery energy storage, solar products, and related services. The company is recognized globally for its innovation in sustainable transport and energy. Tesla has a market capitalization of $1.51 trillion, with Ron Baron's position currently valued at $4.8 billion. Analysts have set a price target of $465.63 for the company, while a discounted cash flow analysis suggests a value of $34.37 per share.
Here's an overview of Ron Baron's trades in Tesla Inc:

Arch Capital Group Ltd (ACGL)

Arch Capital Group operates as a global provider of insurance, reinsurance, and mortgage insurance products and services. The company serves a diverse client base across numerous industries worldwide. The current value of Ron Baron's holding in Arch Capital Group Ltd is $1.8 billion, with the company's market cap standing at $36.32 billion. For Arch Capital Group, the analyst price target is $104.36, and a discounted cash flow valuation indicates a figure of $96.99 per share.
Here's an overview of Ron Baron's trades in Arch Capital Group Ltd:

MSCI Inc (MSCI)

MSCI Inc. is a key provider of investment decision support tools for institutional investors globally. Its offerings include a range of products and services such as equity, fixed income, and hedge fund indexes, portfolio risk and performance analytics, and environmental, social, and governance (ESG) research. This holding in Ron Baron's portfolio is currently worth $1.58 billion. The company's market capitalization is $42.97 billion, with analysts targeting a price of $667.67. A discounted cash flow model suggests a value of $345.32 per share.
Here's an overview of Ron Baron's trades in MSCI Inc:

Idexx Laboratories, Inc. (IDXX)

Idexx Laboratories is a global leader in veterinary diagnostics, providing products and services for companion animal, livestock, and poultry health. Their comprehensive offerings include diagnostic instruments, consumables, and software-based information management solutions. With a market capitalization of $52.44 billion, Ron Baron's position in Idexx Laboratories is currently valued at $1.18 billion. Analysts have set a price target of $791.36 for Idexx, and its discounted cash flow is calculated at $162.67 per share.
Here's an overview of Ron Baron's trades in Idexx Laboratories, Inc.:

Hyatt Hotels Corporation (H)

Hyatt Hotels Corporation is a global hospitality company that develops, owns, operates, manages, franchises, and licenses hotels, resorts, and branded residences. The company's portfolio includes a variety of brands catering to different segments of the travel market. The current value of Ron Baron's position in Hyatt Hotels Corporation is $985.71 million. The company's market cap stands at $15.42 billion, with an analyst price target of $189.5. A discounted cash flow analysis indicates a value of -$73.91 per share.
Here's an overview of Ron Baron's trades in Hyatt Hotels Corporation: