Holdings of BARON DISCOVERY FUND
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) · 55 declared positions · as of Mar 31, 2026
Original filing · Net assets 1.6B $ · Ten largest lines: 31.4 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 48 | 1.3B $ | 87.76 % |
| IT | 2 | 45M $ | 2.97 % |
| VG | 1 | 39.2M $ | 2.58 % |
| CA | 1 | 34.6M $ | 2.28 % |
| JE | 1 | 30.5M $ | 2.01 % |
| IL | 1 | 21.9M $ | 1.44 % |
| CH | 1 | 14.5M $ | 0.95 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| Liberty Live Holdings Inc | 665,000 | 62.6M $ | 3.82 % |
| Advanced Energy Industries Inc | 191,980 | 62M $ | 3.79 % |
| Dynatrace Inc | 1,611,975 | 59.6M $ | 3.64 % |
| Loar Holdings Inc | 799,000 | 45.8M $ | 2.80 % |
| Guidewire Software Inc | 300,000 | 44.9M $ | 2.74 % |
| CareDx Inc | 2,394,236 | 41.6M $ | 2.54 % |
| Forgent Power Solutions Inc | 1,375,000 | 40.2M $ | 2.46 % |
| SiteOne Landscape Supply Inc | 300,000 | 39.9M $ | 2.44 % |
| Waystar Holding Corp | 1,650,000 | 39.8M $ | 2.43 % |
| Establishment Labs Holdings Inc | 689,845 | 39.2M $ | 2.39 % |
| HeartFlow Inc | 1,604,894 | 39M $ | 2.39 % |
| Wynn Resorts Ltd | 350,000 | 35.5M $ | 2.17 % |
| Novanta Inc | 292,550 | 34.6M $ | 2.11 % |
| Texas Roadhouse Inc | 205,000 | 33.9M $ | 2.07 % |
| Repligen Corp | 273,653 | 32.2M $ | 1.97 % |
| Casella Waste Systems Inc | 405,000 | 32.1M $ | 1.96 % |
| Montrose Environmental Group Inc | 1,419,000 | 31.1M $ | 1.90 % |
| Birkenstock Holding Plc | 850,000 | 30.5M $ | 1.86 % |
| Primo Brands Corp | 1,575,000 | 29.7M $ | 1.81 % |
| Karman Holdings Inc | 361,845 | 29M $ | 1.77 % |
| Tempus AI Inc | 639,474 | 28.9M $ | 1.77 % |
| SiTime Corp | 83,600 | 28.9M $ | 1.76 % |
| Mercury Systems Inc | 395,939 | 28.9M $ | 1.76 % |
| Procore Technologies Inc | 500,000 | 28.5M $ | 1.74 % |
| StepStone Group Inc | 575,000 | 27.4M $ | 1.68 % |
| DraftKings Inc | 1,250,000 | 27M $ | 1.65 % |
| AAON Inc | 315,000 | 26.1M $ | 1.59 % |
| Alkami Technology Inc | 1,650,000 | 25.9M $ | 1.58 % |
| Kinsale Capital Group Inc | 75,000 | 25.6M $ | 1.57 % |
| Badger Meter Inc | 165,000 | 25.1M $ | 1.54 % |
| ServiceTitan Inc | 395,000 | 25.1M $ | 1.53 % |
| Enpro Inc | 95,256 | 23.9M $ | 1.46 % |
| Wingstop Inc | 150,000 | 23.2M $ | 1.42 % |
| Stevanato Group SpA | 1,681,429 | 23.1M $ | 1.41 % |
| Billiontoone Inc | 286,830 | 22.6M $ | 1.38 % |
| Nova Ltd | 50,329 | 21.9M $ | 1.34 % |
| Brunello Cucinelli SpA | 2,500,000 | 21.8M $ | 1.34 % |
| GCI Liberty Inc | 575,000 | 21.4M $ | 1.31 % |
| Floor & Decor Holdings Inc | 380,000 | 19.3M $ | 1.18 % |
| Varonis Systems Inc | 886,000 | 19M $ | 1.16 % |
| SentinelOne Inc | 1,370,100 | 17.6M $ | 1.08 % |
| TWFG Inc | 935,000 | 17.2M $ | 1.05 % |
| indie Semiconductor Inc | 5,252,665 | 16.9M $ | 1.03 % |
| Arcutis Biotherapeutics Inc | 710,000 | 16.7M $ | 1.02 % |
| RBC Bearings Inc | 30,000 | 16.3M $ | 1.00 % |
| Netskope Inc | 1,886,441 | 16M $ | 0.98 % |
| IRhythm Holdings Inc | 130,000 | 15.3M $ | 0.94 % |
| Veracyte Inc | 468,790 | 15.1M $ | 0.92 % |
| On Holding AG | 425,000 | 14.5M $ | 0.88 % |
| Liberty Media Corp-Liberty Formula One | 185,000 | 14.4M $ | 0.88 % |
| Enerpac Tool Group Corp | 375,000 | 13.7M $ | 0.84 % |
| Axogen Inc | 385,310 | 12.8M $ | 0.78 % |
| Kratos Defense & Security Solutions, Inc. | 174,558 | 12.3M $ | 0.75 % |
| Inspire Medical Systems Inc | 215,211 | 11.1M $ | 0.68 % |
| ARS Pharmaceuticals Inc | 1,074,609 | 8.6M $ | 0.53 % |