Baron Funds Q1 2026 Letter From Ron
Ron Baron highlights the strong performance of several Baron funds in his Q1 2026 letter. He discusses increased investments in software companies and the potential IPO of SpaceX. The upcoming Baron Conference will feature discussions on SpaceX's prospects, which is now a significant holding for Baron Capital.
- ▪Six Baron funds rank in the top 5% of their categories, with Baron Partners Fund being the top performing mutual fund in the U.S. since 2003.
- ▪Baron Capital has increased its investments in software businesses like Verisk and Guidewire amid concerns about AI disruption.
- ▪SpaceX has filed a confidential S1 with the SEC, with a projected business value between $1.75 trillion and $2 trillion.
Opening excerpt (first ~120 words) tap to expand
{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://seekingalpha.com/"},{"@type":"ListItem","position":2,"name":{"id":"DoxFkP"},"item":"https://seekingalpha.com/latest-articles"}]}{"@context":"https://schema.org","@type":"NewsArticle","mainEntityOfPage":{"@type":"WebPage","@id":"https://seekingalpha.com/article/4907510-baron-funds-q1-2026-letter-from-ron"},"author":{"@type":"Person","name":"Baron Capital","url":"https://seekingalpha.com/author/baron-capital"},"publisher":{"@context":"http://schema.org","@type":"Organization","address":{"@type":"PostalAddress","streetAddress":"244 5th Ave","addressLocality":"New…
Excerpt limited to ~120 words for fair-use compliance. The full article is at Seeking Alpha.
Discussion
0 commentsMore from Seeking Alpha
