BARON DISCOVERY FUND

Fund Profile

Fund profile

Tickers

BDFFX, BDFIX, BDFUX

Fund manager

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

Total assets

$1.50 bn

Liabilities

$248.56 k

Net assets

$1.50 bn

Number of holdings

57.00

57 Holdings

As of Sep 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
AXON Axon Enterprise, Inc.	57.58 mm	144.10 k shares	3.83	Common equity	Long	USA
DKNG DraftKings Inc.	48.41 mm	1.24 mm shares	3.22	Common equity	Long	USA
CyberArk Software Ltd	46.72 mm	160.20 k shares	3.11	Common equity	Long	Israel
KTOS Kratos Defense & Security Solutions, Inc.	45.25 mm	1.94 mm shares	3.01	Common equity	Long	USA
CDNA CareDx, Inc	44.76 mm	1.43 mm shares	2.98	Common equity	Long	USA
GWRE Guidewire Software, Inc.	43.06 mm	235.36 k shares	2.86	Common equity	Long	USA
AEIS Advanced Energy Industries, Inc.	41.60 mm	395.32 k shares	2.77	Common equity	Long	USA
PAR PAR Technology Corporation	39.06 mm	750.00 k shares	2.60	Common equity	Long	USA
CWAN Clearwater Analytics Holdings, Inc.	37.88 mm	1.50 mm shares	2.52	Common equity	Long	USA
SITE SiteOne Landscape Supply, Inc.	37.73 mm	250.00 k shares	2.51	Common equity	Long	USA
S SentinelOne, Inc.	37.67 mm	1.58 mm shares	2.51	Common equity	Long	USA
FND Floor & Decor Holdings, Inc.	37.25 mm	300.00 k shares	2.48	Common equity	Long	USA
FWONA Formula One Group	35.93 mm	700.00 k shares	2.39	Common equity	Long	USA
MASI Masimo Corporation	35.33 mm	265.00 k shares	2.35	Common equity	Long	USA
TXRH Texas Roadhouse, Inc.	35.32 mm	200.00 k shares	2.35	Common equity	Long	USA
GTLB GitLab Inc.	34.94 mm	677.89 k shares	2.32	Common equity	Long	USA
KNSL Kinsale Capital Group, Inc.	34.92 mm	75.00 k shares	2.32	Common equity	Long	USA
VRNS Varonis Systems, Inc.	34.52 mm	611.00 k shares	2.30	Common equity	Long	USA
MRCY Mercury Systems, Inc.	34.05 mm	920.38 k shares	2.26	Common equity	Long	USA
DAY Dayforce Inc	33.69 mm	550.00 k shares	2.24	Common equity	Long	USA
REXR Rexford Industrial Realty, Inc.	32.70 mm	650.00 k shares	2.17	Common equity	Long	USA
EXAS Exact Sciences Corporation	32.70 mm	480.00 k shares	2.17	Common equity	Long	USA
NARI Inari Medical, Inc.	31.63 mm	766.96 k shares	2.10	Common equity	Long	USA
GTLS Chart Industries, Inc.	31.04 mm	250.00 k shares	2.06	Common equity	Long	USA
INTA Intapp, Inc.	29.89 mm	625.00 k shares	1.99	Common equity	Long	USA
VCYT Veracyte, Inc.	29.57 mm	868.79 k shares	1.97	Common equity	Long	USA
FIXED INC CLEARING CORP.REPO Fixed Income Clearing Corp.	27.24 mm	27.24 mm principal	1.81	Repurchase agreement	Long	USA
ASGN ASGN Incorporated	24.81 mm	266.13 k shares	1.65	Common equity	Long	USA
MEG Montrose Environmental Group, Inc.	24.68 mm	938.49 k shares	1.64	Common equity	Long	USA
Stevanato Group SpA	23.63 mm	1.18 mm shares	1.57	Common equity	Long	Italy
DT Dynatrace, Inc.	23.03 mm	430.78 k shares	1.53	Common equity	Long	USA
INSP Inspire Medical Systems, Inc.	21.95 mm	104.00 k shares	1.46	Common equity	Long	USA
RRR Red Rock Resorts, Inc.	21.50 mm	395.00 k shares	1.43	Common equity	Long	USA
Nova Ltd	21.49 mm	103.13 k shares	1.43	Common equity	Long	Israel
ITGR Integer Holdings Corporation	20.54 mm	158.00 k shares	1.37	Common equity	Long	USA
PCOR Procore Technologies, Inc.	20.06 mm	325.00 k shares	1.33	Common equity	Long	USA
ALKT Alkami Technology, Inc.	18.92 mm	600.00 k shares	1.26	Common equity	Long	USA
RGEN Repligen Corporation	18.23 mm	122.50 k shares	1.21	Common equity	Long	USA
SITM SiTime Corporation	17.84 mm	104.00 k shares	1.19	Common equity	Long	USA
TWFG TWFG, Inc. Common Stock	17.63 mm	650.00 k shares	1.17	Common equity	Long	USA
On Holding AG	17.55 mm	350.00 k shares	1.17	Common equity	Long	Switzerland
Aarons Holdings Company Inc.	17.42 mm	161.57 k shares	1.16	Common equity	Long	USA
BASE Couchbase, Inc.	17.25 mm	1.07 mm shares	1.15	Common equity	Long	USA
RBC RBC Bearings Incorporated	16.47 mm	55.00 k shares	1.10	Common equity	Long	USA
INDI indie Semiconductor, Inc.	16.19 mm	4.06 mm shares	1.08	Common equity	Long	USA
Establishment Labs Holdings Inc	16.19 mm	374.09 k shares	1.08	Common equity	Long	Virgin Islands (British)
EPAC Enerpac Tool Group Corp.	15.71 mm	375.00 k shares	1.04	Common equity	Long	USA
MRVI Maravai LifeSciences Holdings, Inc.	13.54 mm	1.63 mm shares	0.90	Common equity	Long	USA
TREX Trex Company, Inc.	13.32 mm	200.00 k shares	0.89	Common equity	Long	USA
NOVT Novanta Inc.	13.26 mm	74.13 k shares	0.88	Common equity	Long	Canada
FWONA Formula One Group	13.23 mm	185.00 k shares	0.88	Common equity	Long	USA
Tempus AI Inc	11.65 mm	205.78 k shares	0.77	Common equity	Long	USA
RH RH	10.03 mm	30.00 k shares	0.67	Common equity	Long	USA
IBTA Ibotta, Inc.	9.24 mm	150.00 k shares	0.61	Common equity	Long	USA
RDDT Reddit, Inc.	9.11 mm	138.14 k shares	0.61	Common equity	Long	USA
LOAR Loar Holdings Inc.	5.17 mm	69.33 k shares	0.34	Common equity	Long	USA
ACVA ACV Auctions Inc.	2.98 mm	146.58 k shares	0.20	Common equity	Long	USA