Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersBaron Discovery FundACLX Arcellx, Inc. Health CareBiotechnology Bull NASDAQbiotechnology, cancer treatment, CAR-T Therapy, cell therapy, Immunotherapy, Multiple Myeloma, Oncology, Partnership
Mar 31, 2025Fund LettersBaron Discovery FundKARM Karman Holdings Inc. IndustrialsAerospace & Defense Bull NYSEAerospace, Defense Contractor, government contracts, Hypersonics, IPO, Missile-Defense, Proprietary technology, Space Launch
Mar 31, 2025Fund LettersBaron Discovery FundWING Wingstop Inc. Consumer DiscretionaryRestaurants Bull NASDAQasset-light, Chicken Wings, Franchise Restaurant, Franchising, Quick Service Restaurant, same-store sales, Unit growth
Mar 31, 2025Fund LettersBaron Discovery FundMEG Montrose Environmental Group, Inc. IndustrialsEnvironmental & Facilities Services Bull NYSEEnvironmental consulting, environmental services, government contracts, regulatory compliance, Remediation, Value
Mar 31, 2025Fund LettersBaron Discovery FundINDI indie Semiconductor, Inc. Information TechnologySemiconductors Bull NASDAQAdas, Advanced Driver Assistance, Automotive Semiconductors, automotive technology, Radar, semiconductors, Vision Systems
Mar 31, 2025Fund LettersBaron Discovery FundEXAS Exact Sciences Corporation Health CareLife Sciences Tools & Services Bull NASDAQbiotechnology, cancer diagnostics, Colorectal Cancer, healthcare, Medical devices, Screening Tests
Mar 31, 2025Fund LettersBaron FinTech FundTTAN ServiceTitan, Inc. Information TechnologyApplication Software Bull NASDAQBusiness Management Software, Commercial Markets, enterprise customers, Field Service, margin expansion, private equity, SaaS
Mar 31, 2025Fund LettersBaron FinTech FundHOOD Robinhood Markets, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQAI-Powered Tools, digital banking, Gold Subscribers, market share, Online Broker, product innovation, trading volumes
Mar 31, 2025Fund LettersBaron FinTech FundSQ Block, Inc. Information TechnologyTransaction & Payment Processing Services Bull NYSECash App, Ecosystem, financial services, innovation, Point of Sale, Rule of 40, small business
Mar 31, 2025Fund LettersBaron FinTech FundAPO Apollo Global Management, Inc. FinancialsAsset Management & Custody Banks Bull NYSEalternative assets, asset management, Credit Focus, Differentiated Strategy, Strong Management
Mar 31, 2025Fund LettersBaron FinTech FundKKR KKR & Co. Inc. FinancialsAsset Management & Custody Banks Bull NYSEalternative assets, asset management, diversified products, Fundraising, Investment Track Record, private equity
Mar 31, 2025Fund LettersBaron FinTech FundTW Tradeweb Markets Inc. FinancialsFinancial Exchanges & Data Bull NASDAQCapital markets, Electronic Trading, Electronification, fixed income, innovation, market share, network effects
Mar 31, 2025Fund LettersBaron FinTech FundPGR The Progressive Corporation FinancialsProperty & Casualty Insurance Bull NYSEAuto Insurance, Best-in-class, defensive, market share, Property & Casualty, underwriting
Mar 31, 2025Fund LettersBaron FinTech FundMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQdigital payments, e-commerce, Fintech, growth, Latin America, marketplace, network effects
Mar 31, 2025Fund LettersBaron Small Cap FundPAR PAR Technology Corporation Information TechnologyApplication Software Bull NYSEARR, Digital transformation, Enterprise software, Foodservice Technology, operating leverage, Point of Sale, QSR, Restaurant technology, SaaS
Mar 31, 2025Fund LettersBaron Small Cap FundRADNQ RadNet, Inc. Health CareHealth Care Services Bull NASDAQAcquisitions, Aging demographics, AI, CT, diagnostic imaging, digital health, Healthcare services, joint ventures, Mri, Outpatient, Pet, Radiology
Mar 31, 2025Fund LettersClearBridge Investments All Cap GrowthARES Ares Management Corporation FinancialsAsset Management & Custody Banks Bull NYSEalternative assets, asset management, Credit cycle, Defensive growth, fee-based revenue, financials, Private Credit
Mar 31, 2025Fund LettersClearBridge Investments All Cap GrowthAPP AppLovin Corporation Communication ServicesInteractive Media & Services Bull NASDAQAI technology, digital marketing, Free Cash Flow, Gaming, growth, Mobile Advertising, SaaS
Mar 31, 2025Fund LettersHarris Associates Concentrated StrategyMOH Molina Healthcare, Inc. Health CareManaged Health Care Bull NYSEmanaged care, market share gains, marketplace, Medicaid, Medicare, operational excellence, policy changes, Redeterminations
Mar 31, 2025Fund LettersHarris Associates Concentrated StrategyFCNCA First Citizens BancShares, Inc. FinancialsRegional Banks Bull NASDAQAttractive Upside, capital allocation, deposit growth, loan growth, macroeconomic uncertainty, Management Quality, regional bank

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