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Andrew Peck — Institutional Investor Profile | Buyside Digest

Andrew Peck

Institutional Investor • Baron Partners Fund

Value

$0M

Stocks

48 Stocks

Turnover

0.0%

CIK

0001017918EDGAR ↗

Website ↗

Top Holdings

SPCX(44.11%) TSLA(9.33%) US-MSCI(3.19%) ACGL(2.73%) H(2.50%)

About Investor

Baron Capital Group is a specialized research and investment firm founded on March 16, 1982, by Ron Baron with initial capital of $100,000. The firm has demonstrated exceptional growth, expanding from $100 million in assets under management in 1992 to $45 billion as of September 30, 2025. Baron Capital operates with core principles emphasizing trust, ethics, fiduciary responsibility, conflict avoidance, transparency, and client success, directly linking employee compensation to client outcomes. The firm operates through multiple registered entities, including BAMCO, Inc., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC), and Baron Capital, Inc., a broker-dealer registered with the SEC and member of FINRA. BAMCO Inc. holds CIK number 0001017918 and CRD number 110789, managing approximately $37.7 billion in total discretionary assets across 39 clients as of Q3 2025. The Baron Discovery Fund was launched on September 30, 2013, and has demonstrated strong long-term performance with a 12.33% annualized return since inception. The fund has received recognition from Morningstar, holding a Bronze Medalist Rating as of December 31, 2025, with Morningstar upgrading the fund's People Pillar to High, marking its status among the better choices in its Morningstar Category.

Investor Philosophy

Investment philosophy details pending verification.

Andrew Peck Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
SPCX	None	Space Exploration Technologies Corp.	Industrials	$24907.1M	44.1%	No Change
TSLA	None	Tesla, Inc.	Information Technology	$5267.9M	9.3%	No Change
US-MSCI	None	MSCI Inc	General	$1798.7M	3.2%	No Change
ACGL	None	Arch Capital Group Ltd.	Financials	$1540.6M	2.7%	No Change
H	None	Hyatt Hotels Corporation	Consumer Discretionary	$1411.0M	2.5%	No Change
SHOP	None	Shopify Inc.	Information Technology	$1273.7M	2.3%	No Change
SPOT	None	Spotify Technology S.A.	Communication Services	$1117.1M	2.0%	No Change
GWRE	None	Guidewire Software, Inc.	Information Technology	$1106.8M	2.0%	No Change
SCHW	None	The Charles Schwab Corporation	Financials	$1075.5M	1.9%	No Change
RRR	None	Red Rock Resorts, Inc.	Consumer Discretionary	$1066.4M	1.9%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Industrials49.2%

Information Technology17.9%

Consumer Discretionary11.4%

Financials9.9%

General4.7%

Sector	Stocks	Value	Exposure
Industrials	8	$27782.9M	49.2%
Information Technology	9	$10091.1M	17.9%
Consumer Discretionary	10	$6412.2M	11.4%
Financials	7	$5616.4M	9.9%
General	5	$2628.2M	4.7%
Health Care	4	$1525.4M	2.7%
Communication Services	2	$1308.5M	2.3%
Real Estate	3	$1096.0M	1.9%