BARON OPPORTUNITY FUND

Fund Profile

Fund profile

Tickers

BIOPX, BIOIX, BIOUX

Fund manager

BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)

Total assets

$1.51 bn

Liabilities

$138.64 k

Net assets

$1.51 bn

Number of holdings

51.00

51 Holdings

As of Dec 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
NVDA NVIDIA Corporation	170.83 mm	1.27 mm shares	11.28	Common equity	Long	USA
MSFT Microsoft Corporation	161.98 mm	384.30 k shares	10.70	Common equity	Long	USA
AMZN Amazon.com, Inc.	106.51 mm	485.50 k shares	7.04	Common equity	Long	USA
TSLA Tesla, Inc.	90.14 mm	223.20 k shares	5.95	Common equity	Long	USA
Broadcom Pte. Ltd.	78.76 mm	339.70 k shares	5.20	Common equity	Long	USA
META Meta Platforms, Inc.	72.02 mm	123.00 k shares	4.76	Common equity	Long	USA
AAPL Apple Inc.	67.86 mm	271.00 k shares	4.48	Common equity	Long	USA
Spotify Technology SA	47.82 mm	106.90 k shares	3.16	Common equity	Long	Luxembourg
Argenx SE	39.81 mm	64.74 k shares	2.63	Common equity	Long	Netherlands
SPACE EXPLORATION TECH CORP	34.26 mm	18.52 k shares	2.26	Preferred equity	Long	USA
CSGP CoStar Group, Inc.	33.30 mm	465.13 k shares	2.20	Common equity	Long	USA
NOW ServiceNow, Inc.	32.76 mm	30.90 k shares	2.16	Common equity	Long	USA
IT Gartner, Inc.	31.44 mm	64.89 k shares	2.08	Common equity	Long	USA
V Visa Inc.	29.68 mm	93.90 k shares	1.96	Common equity	Long	USA
SHOP Shopify Inc.	29.03 mm	273.00 k shares	1.92	Common equity	Long	Canada
MA Mastercard Incorporated	27.75 mm	52.70 k shares	1.83	Common equity	Long	USA
GWRE Guidewire Software, Inc.	24.97 mm	148.10 k shares	1.65	Common equity	Long	USA
TSM Taiwan Semiconductor Manufacturing Company Limited	24.03 mm	121.70 k shares	1.59	Common equity	Long	Taiwan
INDI indie Semiconductor, Inc.	22.06 mm	5.45 mm shares	1.46	Common equity	Long	USA
ISRG Intuitive Surgical, Inc.	21.46 mm	41.11 k shares	1.42	Common equity	Long	USA
FIXED INC CLEARING CORP.REPO Fixed Income Clearing Corp.	20.64 mm	20.64 mm principal	1.36	Repurchase agreement	Long	USA
DDOG Datadog, Inc.	20.50 mm	143.50 k shares	1.35	Common equity	Long	USA
TEAM Atlassian Corporation	19.81 mm	81.40 k shares	1.31	Common equity	Long	USA
SPACE EXPLORATION TECHNOLOGIES	19.43 mm	105.02 k shares	1.28	Common equity	Long	USA
GDS GDS Holdings Limited	18.91 mm	796.00 k shares	1.25	Common equity	Long	Cayman Islands
TTD The Trade Desk, Inc.	18.52 mm	157.61 k shares	1.22	Common equity	Long	USA
NET Cloudflare, Inc.	18.01 mm	167.30 k shares	1.19	Common equity	Long	USA
DUOL Duolingo, Inc.	17.74 mm	54.70 k shares	1.17	Common equity	Long	USA
HUBS HubSpot, Inc.	17.14 mm	24.60 k shares	1.13	Common equity	Long	USA
ACLX Arcellx, Inc.	16.41 mm	214.00 k shares	1.08	Common equity	Long	USA
IOT Samsara Inc.	16.29 mm	372.90 k shares	1.08	Common equity	Long	USA
DAY Dayforce Inc	16.24 mm	223.57 k shares	1.07	Common equity	Long	USA
ANET Arista Networks, Inc.	16.12 mm	145.80 k shares	1.06	Common equity	Long	USA
ASML Holding NV	15.04 mm	21.70 k shares	0.99	Common equity	Long	Netherlands
GTLB GitLab Inc.	14.28 mm	253.50 k shares	0.94	Common equity	Long	USA
LPLA LPL Financial Holdings Inc.	14.17 mm	43.40 k shares	0.94	Common equity	Long	USA
NARI Inari Medical, Inc.	13.07 mm	256.00 k shares	0.86	Common equity	Long	USA
PAR PAR Technology Corporation	11.12 mm	153.00 k shares	0.73	Common equity	Long	USA
VKTX Viking Therapeutics, Inc.	10.41 mm	258.60 k shares	0.69	Common equity	Long	USA
X.AI, CORP.	10.00 mm	461.89 k shares	0.66	Preferred equity	Long	USA
CyberArk Software Ltd	9.16 mm	27.50 k shares	0.61	Common equity	Long	Israel
CDNS Cadence Design Systems, Inc.	8.89 mm	29.60 k shares	0.59	Common equity	Long	USA
ZS Zscaler, Inc.	7.58 mm	42.00 k shares	0.50	Common equity	Long	USA
Oddity Tech Ltd	6.51 mm	155.00 k shares	0.43	Common equity	Long	Israel
SPACE EXPLORATION TECHNOLOGIES	5.90 mm	31.89 k shares	0.39	Common equity	Long	USA
FARMERS BUSINESS NETWORK	2.08 mm	615.76 k shares	0.14	Common equity	Long	USA
X HOLDINGS CORP	1.37 mm	50.00 k shares	0.09	Common equity	Long	USA
FARMERS BUSINESS NETWORK	684.73 k	37.25 k shares	0.05	Preferred equity	Long	USA
FARMERS BUSINESS NETWORK COMMO	338.64 k	182.07 k shares	0.02	Common equity	Long	USA
GM CRUISE HOLDINGS LLC	266.96 k	266.96 k shares	0.02	Preferred equity	Long	USA
GM CRUISE HOLDINGS LLC	3.57 k	3.57 k shares	0.00	Common equity	Long	USA