Ron Baron's top holdings (September 2025) include Tesla Inc (TSLA), a company primarily known for its electric vehicles, battery energy storage, and related products.

Ron Baron is the founder, Chairman, and CEO of Baron Capital, an investment management firm. His investment philosophy centers on identifying and investing in fast-growing, well-managed businesses for the long term. The firm focuses on companies that exhibit significant growth potential over many years.

Tesla Inc (TSLA)

Tesla Inc. is a leading manufacturer of electric vehicles, energy storage solutions, and solar products. The company's market presence extends globally, influencing the automotive and renewable energy sectors. The position is currently valued at $4.35 billion in Ron Baron's portfolio, with the company's market capitalization standing at $1.08 trillion. Analysts have set a price target of $387.0 for Tesla, and its discounted cash flow analysis suggests a value of $55.1 per share.
Here's an overview of Ron Baron's trades in Tesla Inc:

Arch Capital Group Ltd (ACGL)

Arch Capital Group Ltd. provides insurance, reinsurance, and mortgage insurance services on a worldwide basis. The company serves a diverse client base across property, casualty, and mortgage markets. The company's market cap is $34.16 billion, while Ron Baron's holding in Arch Capital Group is currently worth $1.81 billion. A discounted cash flow analysis for Arch Capital Group indicates a value of $96.99, with analysts maintaining a price target of $109.0.
Here's an overview of Ron Baron's trades in Arch Capital Group Ltd:

Costar Group, Inc. (CSGP)

Costar Group, Inc. operates as a provider of commercial real estate information, analytics, and online marketplaces. Its suite of services supports various aspects of the commercial property industry. Costar Group has a market capitalization of $37.91 billion, with Ron Baron's position currently valued at $1.76 billion. The discounted cash flow value for Costar Group is $53.74, and analysts have established a price target of $105.0.
Here's an overview of Ron Baron's trades in Costar Group, Inc.:

Idexx Laboratories, Inc. (IDXX)

Idexx Laboratories, Inc. develops, manufactures, and distributes products and services for the companion animal veterinary, livestock and poultry, dairy, and water testing markets. The company provides diagnostic products, veterinary software, and laboratory services globally. The current value of Ron Baron's position in Idexx Laboratories is $1.32 billion, and the company's market cap stands at $51.77 billion. The company's discounted cash flow analysis suggests a value of $165.67 per share, and analysts have set a price target of $715.67.
Here's an overview of Ron Baron's trades in Idexx Laboratories, Inc.:

MSCI Inc (MSCI)

MSCI Inc. is a leading provider of mission-critical decision support tools and services for the global investment community. The company offers a range of products, including indexes, analytics, and ESG research. This holding in Ron Baron's portfolio is currently worth $1.23 billion. MSCI Inc. has a market capitalization of $43.92 billion, and its discounted cash flow value is $335.31.
Here's an overview of Ron Baron's trades in MSCI Inc: