Top Funds / BAMCO INC /NY/


Ron Baron

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
Tesla, Inc. 6,733,066 $4,751,323,000 11.75% -588,835 +$1,610,154,000
COSTAR GROUP, INC. 1,934,583 $1,788,096,000 4.42% -68,388 +$88,555,000
IDEXX LABORATORIES INC /DE 3,107,706 $1,553,449,000 3.84% -132,483 +$279,698,000
VAIL RESORTS INC 4,421,823 $1,233,512,000 3.05% -75,043 +$271,318,000
MSCI Inc. CL A 2,228,502 $995,093,000 2.46% -26,860 +$190,425,000
PENN NATIONAL GAMING INC 11,394,248 $984,121,000 2.43% -291,565 +$134,562,000
GARTNER INC 5,665,435 $907,546,000 2.25% +15,787 +$201,622,000
FACTSET RESEARCH SYSTEMS INC 2,698,651 $897,301,000 2.22% -27,694 -$15,697,000
ANSYS INC 2,298,572 $836,220,000 2.07% -84,515 +$56,402,000
ARCH CAPITAL GROUP LTD. 21,004,452 $757,631,000 1.87% -250,814 +$135,914,000
Guidewire Software, Inc. 5,712,730 $735,400,000 1.82% +28,594 +$142,715,000
Iridium Communications Inc. 12,898,782 $507,245,000 1.25% -55,552 +$175,873,000
CHOICE HOTELS INTERNATIONAL INC /DE 4,675,649 $499,032,000 1.23% -31,085 +$94,441,000
METTLER TOLEDO INTERNATIONAL INC/ 428,466 $488,314,000 1.21% -9,527 +$65,322,000
Alibaba Group Holding Ltd SPONSORED ADR 2,063,496 $480,237,000 1.19% -26,793 -$134,266,000
BIO-TECHNE Corp 1,493,510 $474,264,000 1.17% -1,757 +$103,842,000
BRIGHT HORIZONS FAMILY SOLUTIONS INC. 2,680,712 $463,736,000 1.15% -82,838 +$43,566,000
Wix.com Ltd. 1,686,383 $421,528,000 1.04% -46,483 -$20,093,000
GDS Holdings Ltd SPONSORED ADR 4,451,689 $416,856,000 1.03% +75,579 +$58,759,000
ZILLOW GROUP, INC. CL A 3,052,158 $414,910,000 1.03% -27,641 +$102,187,000
WEST PHARMACEUTICAL SERVICES INC 1,335,068 $378,238,000 0.94% -104,000 -$17,362,000
Gaming & Leisure Properties, Inc. 8,864,092 $375,837,000 0.93% -135,518 +$43,481,000
Kinsale Capital Group, Inc. 1,871,414 $374,526,000 0.93% -9,104 +$16,889,000
Hyatt Hotels Corp CL A 4,905,945 $364,266,000 0.90% -7,796 +$102,020,000
TREX CO INC 4,332,985 $362,758,000 0.90% -158,582 +$41,162,000