Ron Baron's top holdings (May 2025) include Tesla Inc (TSLA), a company specializing in electric vehicles and clean energy solutions.

Ron Baron is the chairman and CEO of Baron Capital, an investment management firm. His investment strategy often focuses on growth companies across various sectors, seeking long-term investment opportunities. Baron's firm manages investments across a range of mutual funds and investment portfolios.

Tesla Inc (TSLA)

Tesla is primarily known for its electric vehicles, but the company also produces energy generation and storage systems. They are a leading innovator in battery technology, solar products, and related services. Tesla's presence spans across automotive and energy sectors globally. The market cap of Tesla stands at $916.55B, and the current value of Ron Baron's position is $4.11B. Analysts have set a price target of $362.48 for Tesla, while the company's discounted cash flow analysis suggests a value of $48.34 per share.

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

Arch Capital Group Ltd (ACGL)

Arch Capital Group is a global insurance and reinsurance company. They provide a wide range of property, casualty, and mortgage insurance and reinsurance products. Arch Capital operates through various subsidiaries worldwide, offering risk management solutions to a diverse client base. Arch Capital Group has a market capitalization of $34.07B, with Ron Baron's position currently valued at $1.86B. Analysts have set a price target of $107.0 for Arch Capital Group. The company's discounted cash flow value is $96.99.

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

Gartner, Inc. (IT)

Gartner is a research and advisory company providing insights, advice, and tools for IT, marketing, supply chain, and other business functions. They deliver research to guide clients' decisions on technology and business strategy. Gartner serves enterprises across the globe, assisting leaders in making informed decisions. The current value of Ron Baron's holding is $1.65B. Gartner, Inc. has a market capitalization of $32.06B. A price target of $500.0 has been set by analysts, and the discounted cash flow value for Gartner is $410.48.

Here's an overview of Ron Baron's trades in Gartner, Inc.:

Costar Group, Inc. (CSGP)

CoStar Group is a provider of information, analytics, and online marketplaces to the commercial real estate industry. Its suite of online services includes CoStar, LoopNet, Apartments.com, and others. Costar Group's offerings facilitate transactions and provide valuable data to real estate professionals. The current value of Ron Baron's position is $1.42B. CoStar Group has a market capitalization of $34.93B. The analyst price target for Costar Group is $89.0, with a discounted cash flow value of $62.88.

Here's an overview of Ron Baron's trades in Costar Group, Inc.:

Guidewire Software Inc (GWRE)

Guidewire Software provides industry-specific software to property and casualty (P&C) insurers. Their platform supports the core processes of insurance carriers, including policy administration, claims management, and billing. Guidewire's solutions are designed to help insurers adapt to changing market conditions and improve operational efficiency. Guidewire Software Inc's market cap is $16.49B. This holding in Ron Baron's portfolio is currently worth $1.21B. The analyst price target is $243.0 and the discounted cash flow value is $16.17.

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