BARON OPPORTUNITY FUND

Fund Profile

Fund profile

Tickers

BIOPX, BIOIX, BIOUX

Fund manager

BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)

Total assets

$1.36 bn

Liabilities

$207.09 k

Net assets

$1.36 bn

Number of holdings

49.00

49 Holdings

As of Sep 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
MSFT Microsoft Corporation	165.36 mm	384.30 k shares	12.19	Common equity	Long	USA
NVDA NVIDIA Corporation	156.43 mm	1.29 mm shares	11.53	Common equity	Long	USA
AMZN Amazon.com, Inc.	90.46 mm	485.50 k shares	6.67	Common equity	Long	USA
META Meta Platforms, Inc.	70.41 mm	123.00 k shares	5.19	Common equity	Long	USA
AAPL Apple Inc.	63.14 mm	271.00 k shares	4.65	Common equity	Long	USA
Broadcom Pte. Ltd.	62.13 mm	360.20 k shares	4.58	Common equity	Long	USA
TSLA Tesla, Inc.	61.54 mm	235.20 k shares	4.53	Common equity	Long	USA
IT Gartner, Inc.	35.26 mm	69.59 k shares	2.60	Common equity	Long	USA
ARGX argenx SE	35.09 mm	64.74 k shares	2.59	Common equity	Long	Netherlands
CSGP CoStar Group, Inc.	35.09 mm	465.13 k shares	2.59	Common equity	Long	USA
Spotify Technology SA	34.97 mm	94.90 k shares	2.58	Common equity	Long	Luxembourg
GWRE Guidewire Software, Inc.	32.03 mm	175.10 k shares	2.36	Common equity	Long	USA
NOW ServiceNow, Inc.	29.96 mm	33.50 k shares	2.21	Common equity	Long	USA
MA Mastercard Incorporated	26.02 mm	52.70 k shares	1.92	Common equity	Long	USA
V Visa Inc.	25.82 mm	93.90 k shares	1.90	Common equity	Long	USA
TTD The Trade Desk, Inc.	25.42 mm	231.81 k shares	1.87	Common equity	Long	USA
ISRG Intuitive Surgical, Inc.	23.44 mm	47.71 k shares	1.73	Common equity	Long	USA
SHOP Shopify Inc.	22.36 mm	279.00 k shares	1.65	Common equity	Long	Canada
TSM Taiwan Semiconductor Manufacturing Company Limited	21.14 mm	121.70 k shares	1.56	Common equity	Long	Taiwan
SPACE EXPLORATION TECH CORP	20.74 mm	18.52 k shares	1.53	Preferred equity	Long	USA
VKTX Viking Therapeutics, Inc.	20.04 mm	316.60 k shares	1.48	Common equity	Long	USA
ACLX Arcellx, Inc.	18.37 mm	220.00 k shares	1.35	Common equity	Long	USA
ASML Holding NV	18.08 mm	21.70 k shares	1.33	Common equity	Long	Netherlands
IOT Samsara Inc.	17.94 mm	372.90 k shares	1.32	Common equity	Long	USA
DDOG Datadog, Inc.	17.55 mm	152.50 k shares	1.29	Common equity	Long	USA
MPWR Monolithic Power Systems, Inc.	16.73 mm	18.10 k shares	1.23	Common equity	Long	USA
DUOL Duolingo, Inc.	16.22 mm	57.50 k shares	1.20	Common equity	Long	USA
INDI indie Semiconductor, Inc.	15.82 mm	3.96 mm shares	1.17	Common equity	Long	USA
AMD Advanced Micro Devices, Inc.	15.54 mm	94.70 k shares	1.15	Common equity	Long	USA
GTLB GitLab Inc.	14.61 mm	283.50 k shares	1.08	Common equity	Long	USA
HUBS HubSpot, Inc.	13.87 mm	26.10 k shares	1.02	Common equity	Long	USA
CRWD CrowdStrike Holdings, Inc.	13.86 mm	49.42 k shares	1.02	Common equity	Long	USA
DAY Dayforce Inc	13.69 mm	223.57 k shares	1.01	Common equity	Long	USA
NET Cloudflare, Inc.	13.57 mm	167.70 k shares	1.00	Common equity	Long	USA
TEAM Atlassian Corporation	12.93 mm	81.40 k shares	0.95	Common equity	Long	USA
RCKT Rocket Pharmaceuticals, Inc.	12.75 mm	690.27 k shares	0.94	Common equity	Long	USA
FIXED INC CLEARING CORP.REPO Fixed Income Clearing Corp.	12.75 mm	12.75 mm principal	0.94	Repurchase agreement	Long	USA
SPACE EXPLORATION TECHNOLOGIES	11.76 mm	105.02 k shares	0.87	Common equity	Long	USA
GDS GDS Holdings Limited	11.53 mm	565.00 k shares	0.85	Common equity	Long	Cayman Islands
CDNS Cadence Design Systems, Inc.	8.02 mm	29.60 k shares	0.59	Common equity	Long	USA
PAR PAR Technology Corporation	7.97 mm	153.00 k shares	0.59	Common equity	Long	USA
LEGN Legend Biotech Corporation	6.24 mm	128.00 k shares	0.46	Common equity	Long	Cayman Islands
SPACE EXPLORATION TECHNOLOGIES	3.57 mm	31.89 k shares	0.26	Common equity	Long	USA
FARMERS BUSINESS NETWORK	2.08 mm	615.76 k shares	0.15	Common equity	Long	USA
GM CRUISE HOLDINGS LLC	1.94 mm	266.96 k shares	0.14	Preferred equity	Long	USA
X HOLDINGS CORP	1.37 mm	50.00 k shares	0.10	Common equity	Long	USA
FARMERS BUSINESS NETWORK	684.73 k	37.25 k shares	0.05	Preferred equity	Long	USA
FARMERS BUSINESS NETWORK COMMO	338.64 k	182.07 k shares	0.02	Common equity	Long	USA
GM CRUISE HOLDINGS LLC	26.00 k	3.57 k shares	0.00	Common equity	Long	USA