Ron Baron's position in Fair Isaac is currently worth $124M. That's 0.34% of their equity portfolio (58th largest holding). The first Fair Isaac trade was made in Q4 2019. Since then Ron Baron bought shares nine more times and sold shares on twelve occasions. The stake costed the investor $32.9M, netting the investor a gain of 276% so far.
Baron Funds, an asset management firm, published its ¡°Baron Asset Fund¡± first quarter 2022 investor letter ¨C a copy of which can be downloaded here.