BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)
About this Fund
BARON INVESTMENT FUNDS TRUST, formerly known as BARON ASSET FUND, is a renowned mutual fund company that has been at the forefront of asset management and investment solutions for a diverse range of investors. With a strong focus on wealth management, the company offers a comprehensive suite of mutual funds that cater to various investment objectives and risk profiles, including equity, debt, hybrid, and specialty funds. By leveraging its expertise in portfolio management, BARON INVESTMENT FUNDS TRUST enables investors to create a well-diversified investment portfolio that aligns with their long-term financial goals. The company's investment approach is centered on a disciplined and research-driven methodology, which involves a thorough analysis of market trends, economic indicators, and company-specific fundamentals to identify attractive investment opportunities. BARON INVESTMENT FUNDS TRUST's investor-centric approach has earned the trust of numerous investors, who appreciate the company's commitment to transparency, accountability, and exceptional customer service. The company's mutual funds are designed to provide investors with a convenient and affordable way to invest in a broad range of asset classes, sectors, and geographies, thereby minimizing risk and maximizing potential returns. For investors who prefer a systematic and disciplined investment approach, BARON INVESTMENT FUNDS TRUST offers a systematic investment plan, or SIP, which allows them to invest a fixed amount of money at regular intervals, regardless of market conditions. This approach helps investors to reduce timing risks, avoid emotional decision-making, and stay invested in the market for the long haul. By combining its investment expertise with a deep understanding of investor needs and preferences, BARON INVESTMENT FUNDS TRUST has established itself as a trusted partner for investors seeking to achieve their financial objectives through a well-structured and diversified investment portfolio. The company's key strengths lie in its experienced team of investment professionals, who bring a wealth of knowledge and expertise to the table, as well as its robust investment process, which is designed to identify and capitalize on attractive investment opportunities across various asset classes and market sectors. BARON INVESTMENT FUNDS TRUST's commitment to research and analysis is evident in its thorough evaluation of investment opportunities, which involves a meticulous assessment of a company's financial health, management team, industry trends, and competitive position. By maintaining a long-term perspective and a disciplined investment approach, the company has been able to deliver consistent and sustainable investment returns to its investors, thereby earning their trust and loyalty. As a result, BARON INVESTMENT FUNDS TRUST has become a preferred choice for investors seeking a reliable and experienced mutual fund company that can help them navigate the complexities of the investment landscape and achieve their financial goals through a well-crafted and diversified investment strategy. With its strong focus on investor satisfaction, transparency, and accountability, BARON INVESTMENT FUNDS TRUST is well-positioned to continue delivering value to its investors and maintaining its position as a leading player in the mutual fund industry.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | AXON Axon Enterprise Inc Since 2026-05-10 | 05464C101 | Equity (Common) |
0.90%
|
$34.08 | 60,000 |
| 2 | CBRE CBRE Group Inc Since 2026-05-10 | 12504L109 | Equity (Common) |
2.11%
|
$79.80 | 496,323 |
| 3 | CHH Choice Hotels International Inc Since 2026-05-10 | 169905106 | Equity (Common) |
0.98%
|
$37.03 | 388,682 |
| 4 | CSGP CoStar Group Inc Since 2026-05-10 | 22160N109 | Equity (Common) |
3.52%
|
$133.13 | 1,979,901 |
| 5 | DKNG DraftKings Inc Since 2026-05-10 | 26142V105 | Equity (Common) |
0.91%
|
$34.46 | 1,000,000 |
| 6 | EQIX Equinix Inc Since 2026-05-10 | 29444U700 | Equity (Common) |
0.93%
|
$35.33 | 46,116 |
| 7 | FND Floor & Decor Holdings Inc Since 2026-05-10 | 339750101 | Equity (Common) |
0.56%
|
$21.31 | 350,000 |
| 8 | IT Gartner Inc Since 2026-05-10 | 366651107 | Equity (Common) |
3.84%
|
$145.31 | 575,973 |
| 9 | GWRE Guidewire Software Inc Since 2026-05-10 | 40171V100 | Equity (Common) |
4.58%
|
$173.37 | 862,495 |
| 10 | HLT Hilton Worldwide Holdings Inc Since 2026-05-10 | 43300A203 | Equity (Common) |
0.24%
|
$8.90 | 31,000 |
| 11 | IDXX IDEXX Laboratories Inc Since 2026-05-10 | 45168D104 | Equity (Common) |
5.38%
|
$203.75 | 301,176 |
| 12 | LPLA LPL Financial Holdings Inc Since 2026-05-10 | 50212V100 | Equity (Common) |
0.47%
|
$17.86 | 50,000 |
| 13 | LOAR Loar Holdings Inc Since 2026-05-10 | 53947R105 | Equity (Common) |
0.99%
|
$37.40 | 550,000 |
| 14 | MSCI MSCI Inc Since 2026-05-10 | 55354G100 | Equity (Common) |
0.80%
|
$30.41 | 53,000 |
| 15 | MTD Mettler-Toledo International Inc Since 2026-05-10 | 592688105 | Equity (Common) |
3.43%
|
$129.87 | 93,147 |
| 16 | PCOR Procore Technologies Inc Since 2026-05-10 | 74275K108 | Equity (Common) |
0.99%
|
$37.46 | 515,000 |
| 17 | PWR Quanta Services Inc Since 2026-05-10 | 74762E102 | Equity (Common) |
2.84%
|
$107.66 | 255,080 |
| 18 | ROL Rollins Inc Since 2026-05-10 | 775711104 | Equity (Common) |
1.71%
|
$64.86 | 1,080,558 |
| 19 | ROP Roper Technologies Inc Since 2026-05-10 | 776696106 | Equity (Common) |
2.18%
|
$82.66 | 185,692 |
| 20 | SSNC SS&C Technologies Holdings Inc Since 2026-05-10 | 78467J100 | Equity (Common) |
0.93%
|
$35.24 | 403,076 |
| 21 | IOT Samsara Inc Since 2026-05-10 | 79589L106 | Equity (Common) |
0.80%
|
$30.13 | 850,000 |
| 22 | TTAN ServiceTitan Inc Since 2026-05-10 | 81764X103 | Equity (Common) |
0.72%
|
$27.32 | 256,493 |
| 23 | STUB Stubhub Holdings Inc Since 2026-05-10 | 86384P109 | Equity (Common) |
0.28%
|
$10.54 | 778,700 |
| 24 | TW Tradeweb Markets Inc Since 2026-05-10 | 892672106 | Equity (Common) |
0.90%
|
$34.00 | 316,189 |
| 25 | TRU TransUnion Since 2026-05-10 | 89400J107 | Equity (Common) |
1.64%
|
$62.21 | 725,500 |
| 26 | MTN Vail Resorts Inc Since 2026-05-10 | 91879Q109 | Equity (Common) |
1.22%
|
$46.24 | 348,231 |
| 27 | VEEV Veeva Systems Inc Since 2026-05-10 | 922475108 | Equity (Common) |
1.37%
|
$51.73 | 231,728 |
| 28 | VRSK Verisk Analytics Inc Since 2026-05-10 | 92345Y106 | Equity (Common) |
3.64%
|
$137.90 | 616,476 |
| 29 | VRT Vertiv Holdings Co Since 2026-05-10 | 92537N108 | Equity (Common) |
1.24%
|
$46.98 | 290,000 |
| 30 | STUB STUBHUB, HOLDINGS INC. Since 2026-05-10 | — | Equity (Common) |
0.35%
|
$13.37 | 988,065 |
| 31 | WELL Welltower Inc Since 2026-05-10 | 95040Q104 | Equity (Common) |
1.08%
|
$40.83 | 220,000 |
| 32 | WST West Pharmaceutical Services Inc Since 2026-05-10 | 955306105 | Equity (Common) |
0.76%
|
$28.75 | 104,474 |
| 33 | ACGL Arch Capital Group Ltd Since 2026-05-10 | — | Equity (Common) |
3.86%
|
$146.13 | 1,523,417 |
| 34 | ONON On Holding AG Since 2026-05-10 | — | Equity (Common) |
1.41%
|
$53.31 | 1,147,000 |