Holdings of Baron Global Opportunity Fund
BARON SELECT FUNDS · 39 declared positions · as of Mar 31, 2026
Original filing · Net assets 837.2M $ · Ten largest lines: 56.2 % of the equity sleeve
Sector breakdown
- Technology 36.8 %
- Consumer discretionary 14.4 %
- Unattributed 48.8 %
Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.
Currency breakdown
- USD 86.0 %
- EUR 7.1 %
- INR 6.9 %
The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.
Country breakdown
- US 60.4 %
- NL 11.5 %
- IN 6.9 %
- CA 6.6 %
- TW 6.5 %
- KY 5.6 %
- IL 1.5 %
- LU 1.1 %
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 24 | 389.5M $ | 60.39 % |
| NL | 5 | 74.4M $ | 11.53 % |
| IN | 2 | 44.2M $ | 6.85 % |
| CA | 1 | 42.4M $ | 6.57 % |
| TW | 1 | 41.8M $ | 6.47 % |
| KY | 3 | 35.8M $ | 5.55 % |
| IL | 2 | 9.9M $ | 1.54 % |
| LU | 1 | 7M $ | 1.09 % |
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| NVIDIA Corp | 356,883 | 62.2M $ | 7.43 % |
| Shopify Inc | 357,327 | 42.4M $ | 5.06 % |
| Amazon.com Inc | 200,807 | 41.8M $ | 5.00 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 123,587 | 41.8M $ | 4.99 % |
| MercadoLibre Inc | 23,388 | 40.4M $ | 4.83 % |
| Cloudflare Inc | 148,964 | 30.7M $ | 3.67 % |
| Coupang Inc | 1,572,655 | 29.7M $ | 3.55 % |
| NU Holdings Ltd/Cayman Islands | 1,760,205 | 25.3M $ | 3.02 % |
| GDS Holdings Ltd | 605,829 | 24.4M $ | 2.92 % |
| Argenx SE | 32,477 | 23.7M $ | 2.83 % |
| ASML Holding NV | 17,155 | 22.8M $ | 2.72 % |
| Bajaj Finance Ltd | 2,603,165 | 22.3M $ | 2.66 % |
| Eternal Ltd | 8,914,430 | 21.9M $ | 2.62 % |
| Crowdstrike Holdings Inc | 49,466 | 19.3M $ | 2.31 % |
| Datadog Inc | 153,422 | 18.1M $ | 2.16 % |
| Snowflake Inc | 106,673 | 16.1M $ | 1.92 % |
| Loar Holdings Inc | 277,268 | 15.9M $ | 1.90 % |
| Forgent Power Solutions Inc | 415,031 | 12.1M $ | 1.45 % |
| InPost SA | 678,096 | 12M $ | 1.43 % |
| Illumina Inc | 92,028 | 11.3M $ | 1.35 % |
| Adyen NV | 11,287 | 11.3M $ | 1.35 % |
| Zscaler Inc | 75,960 | 10.7M $ | 1.27 % |
| Tesla Inc | 27,899 | 10.4M $ | 1.24 % |
| HeartFlow Inc | 340,420 | 8.3M $ | 0.99 % |
| indie Semiconductor Inc | 2,546,326 | 8.2M $ | 0.98 % |
| Wix.com Ltd | 84,698 | 7.6M $ | 0.91 % |
| Codere Online Luxembourg SA | 827,902 | 7M $ | 0.84 % |
| Block Inc | 109,976 | 6.6M $ | 0.79 % |
| Afya Ltd | 416,760 | 6.2M $ | 0.74 % |
| Netskope Inc | 699,673 | 5.9M $ | 0.71 % |
| PDD Holdings Inc | 51,155 | 5.2M $ | 0.62 % |
| ServiceTitan Inc | 76,195 | 4.8M $ | 0.58 % |
| Billiontoone Inc | 58,294 | 4.6M $ | 0.55 % |
| Nebius Group NV | 43,753 | 4.5M $ | 0.54 % |
| SailPoint Inc | 222,263 | 2.9M $ | 0.35 % |
| Viking Therapeutics Inc | 74,811 | 2.4M $ | 0.29 % |
| Fiverr International Ltd | 231,622 | 2.3M $ | 0.28 % |
| Figma Inc | 73,112 | 1.5M $ | 0.18 % |
| GRAIL Inc | 154 | 8K $ | 0.00 % |