Ron Baron's top holdings (May 2026) include Tesla Inc (TSLA), a leader in electric vehicle manufacturing and renewable energy solutions.

Ron Baron is the founder, CEO, and portfolio manager of Baron Capital, an investment management firm based in New York. The firm is known for its long-term growth-oriented investment philosophy, often focusing on companies with significant expansion potential. Baron Capital primarily invests in publicly traded equity securities, guided by thorough research and a focus on intrinsic value.

Tesla Inc (TSLA)

Tesla Inc designs, develops, manufactures, sells, and leases electric vehicles, as well as energy generation and storage systems. Its product line includes cars, solar panels, and battery storage solutions, establishing its presence in both automotive and clean energy markets globally.
Tesla has a market capitalization of $1.41T. The current value of Ron Baron's position in Tesla is $4.55B. Analysts have set a price target of $440.69 for Tesla, while its discounted cash flow analysis suggests a value of $17.71 per share.
Here's an overview of Ron Baron's trades in Tesla Inc:

Arch Capital Group Ltd (ACGL)

Arch Capital Group Ltd operates in the insurance, reinsurance, and mortgage insurance sectors worldwide. The company provides a diverse range of property, casualty, and mortgage insurance products and services, catering to a global client base.
With a market cap of $34.27B, this holding in Ron Baron's portfolio is currently worth $1.7B. For Arch Capital Group, the discounted cash flow value is $96.99 per share, and analysts project a price target of $104.38.
Here's an overview of Ron Baron's trades in Arch Capital Group Ltd:

MSCI Inc (MSCI)

MSCI Inc is a global provider of investment decision support tools, including indices, portfolio construction and risk management products and services. Its offerings are utilized by institutional investors to gain insights into and improve transparency across the investment process.
MSCI Inc holds a market capitalization of $43.15B. The position is currently valued at $1.63B in Ron Baron's portfolio. The company's discounted cash flow analysis indicates a value of $350.11 per share, with an analyst price target of $676.57.
Here's an overview of Ron Baron's trades in MSCI Inc:

Hyatt Hotels Corporation (H)

Hyatt Hotels Corporation develops, owns, operates, manages, franchises, and licenses hotels and resorts globally. It offers a wide range of hospitality services and brands, catering to various travel segments from luxury to select service properties.
The company's market cap stands at $15.69B, while the current value of Ron Baron's holding is $1.02B. Analysts have set a price target of $192.67 for Hyatt Hotels, and its discounted cash flow analysis suggests a value of -$73.91 per share.
Here's an overview of Ron Baron's trades in Hyatt Hotels Corporation:

Idexx Laboratories, Inc. (IDXX)

Idexx Laboratories, Inc. is a global leader in veterinary diagnostics, providing products and services for companion animals, livestock, and poultry. The company also offers water quality testing products and veterinary software and services.
Idexx Laboratories has a market capitalization of $45.06B, with Ron Baron's position currently valued at $1.01B. The company's discounted cash flow analysis indicates a value of $148.92 per share. An analyst price target for Idexx Laboratories is $770.0.
Here's an overview of Ron Baron's trades in Idexx Laboratories, Inc.: