BDAUX Holdings — Baron Durable Advantage Fund
All 29 reported holdings of Baron Durable Advantage Fund (BDAUX) by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets | Value (USD) |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 10.38% | $54.42M |
| NVIDIA Corp | 8.72% | $45.70M |
| Alphabet Inc | 7.83% | $41.02M |
| Amazon.com Inc | 7.37% | $38.60M |
| Broadcom Inc | 5.56% | $29.12M |
| Monolithic Power Systems Inc | 5.37% | $28.16M |
| Meta Platforms Inc | 4.67% | $24.50M |
| Microsoft Corp | 4.53% | $23.73M |
| Visa Inc | 4.25% | $22.29M |
| Welltower Inc | 3.49% | $18.27M |
| HEICO Corp | 3.14% | $16.44M |
| MSCI Inc | 3.00% | $15.72M |
| Amphenol Corp | 2.85% | $14.93M |
| Moody's Corp | 2.82% | $14.80M |
| Brookfield Corp | 2.53% | $13.25M |
| S&P Global Inc | 2.42% | $12.67M |
| Apollo Global Management Inc | 2.21% | $11.60M |
| LPL Financial Holdings Inc | 2.08% | $10.92M |
| TransDigm Group Inc | 2.03% | $10.66M |
| Lam Research Corp | 2.03% | $10.65M |
| CME Group Inc | 1.84% | $9.62M |
| Blackstone Inc | 1.79% | $9.40M |
| Mastercard Inc | 1.48% | $7.74M |
| Quanta Services Inc | 1.45% | $7.61M |
| Texas Roadhouse Inc | 1.16% | $6.09M |
| Arxis Inc | 1.12% | $5.88M |
| Arch Capital Group Ltd | 1.10% | $5.75M |
| Mettler-Toledo International Inc | 1.05% | $5.52M |
| Costco Wholesale Corp | 0.97% | $5.10M |
BDAUX overview: performance, fees, allocation and SEC filings