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Tracking Ron Baron's BAMCO Portfolio - Q2 2023 Update

John Vincent profile picture
John Vincent


  • BAMCO Inc.'s 13F portfolio value increased from $33.31B to $36.11B in Q2 2023.
  • The largest five stakes in the portfolio are Tesla Motors, CoStar Group, Gartner Inc., Arch Capital Group, and IDEXX Labs.
  • Baron Capital's flagship mutual funds, Barron Asset Fund and Baron Partners Fund, have produced significant alpha compared to benchmark indices.

Long-term business growth


This article is part of a series that provides an ongoing analysis of the changes made to BAMCO Inc.'s 13F stock portfolio on a quarterly basis. It is based on Ron Baron's regulatory 13F Form filed on 8/14/2023. The 13F

This article was written by

John Vincent profile picture
Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (2)

Michael Dolen profile picture
@John Vincent Great work. So much more useful than just looking at the 13-F, since you dive into the history of adds and trims on each position.
Excellent data and commentary.
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