BFAM

BFAM

BFAM

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Aug 18, 2025 Baron Growth Fund 0.8% -3.5% ACGL, ANSYS, BFAM, CG, CHH, CNS, CSGP, CWAN, DNUT, FDS, FIGS, GLPI, GWRE, HLI, IDXX, IRDM, IT, KNSL, MC, MORN, MSCI, MTD, MTN, NEOG, PRI, RRR, TECH Casinos, growth, insurance, Long Term, Quality, small cap, Veterinary
2025 Q2 Jul 22, 2025 Conestoga Mid Cap Composite 3.5% 4.5% AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN growth, industrials, infrastructure, Quality, small cap, tariffs, technology MTD
NET
FICO
AAON
POOL
ROP
WSO
WCN
CPRT
VEEV
IDXX
GWRE
HEI.A
BSY
2025 Q2 Jul 22, 2025 Conestoga Small Cap Composite 4.8% -7.1% AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN growth, healthcare, industrials, infrastructure, Quality, small cap, tariffs, technology SLP
KIDS
SSTI
ERII
HLMN
MEG
ROAD
WLDN
PL
2025 Q2 Jul 22, 2025 Conestoga SMid Cap Composite 5.0% -1.0% AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN growth, industrials, infrastructure, Quality, small cap, tariffs, technology RBC
GWRE
AXON
ROAD
2025 Q2 Jul 22, 2025 Conestoga Micro Cap Composite 15.7% 6.1% AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN growth, healthcare, industrials, infrastructure, Quality, small cap, tariffs, technology TWST
2026 Q1 May 4, 2026 Mayar Capital -8.8% -8.8% 005930 KS, 7974.T, BFAM, BLND.L, DASTY.PA, ICARF.WA, MITT, MSFT, PYPL, SAP, SOM.L, TOST, VTY.L, VWS.CO, XRO.AX AI, Crisis, diversification, Geopolitical, global, Quality, software, value 7974.T
TOST
XRO.AX
MIDD
SAP
MSFT
2025 Q1 May 1, 2025 Conestoga Mid Cap Composite 1.0% 1.0% ALGN, BFAM, CPRT, CSGP, FTNT, GNRC, GWRE, HEI.A, IT, RGEN, ROL, ROP, TECH, TYL, VRSK, WCN, WSO, WST growth, healthcare, industrials, mid cap, Quality, technology
2024 Q1 Apr 15, 2024 Mayar Capital 7.7% 9.6% 005930.KS, AHT.L, BFAM, BLND.L, BNR.DE, CAP.PA, CFR.SW, EA, GOOGL, JNJ, KVUE, LH, MMM, NTDOY, PYPL, SAP.DE, UL, UPS, VTY.L, VWS.CO global, Quality, REITs, technology, value BLND.L
2024 Q1 Apr 15, 2024 Baron Growth Fund 11.1% 7.4% ACGL, ALTR, ANSYS, ARE, BFAM, BYD, CG, CHH, CNS, CSGP, CWAN, DEI, DNUT, ESNT, FDS, FIGS, GLPI, GWRE, HLI, IDXX, IRDM, IT, KNSL, LFUS, MC, MORN, MSCI, MSTR, MTD, MTN, NEOG, PENN, PRI, RRR, SMCI, TECH, TREX, VAC, WST financials, growth, insurance, Long Term, real estate, small caps
2024 Q1 Apr 15, 2024 Baron Small Cap Fund 9.6% 14.5% ASGN, BFAM, BRP, CHI, DKNG, ENDV, GWRE, HQY, IBP, ICLR, IT, KNSL, RPAY, RRR, SITE, TDG, TREX, TTD, VRT, WEX Concentration, growth, industrials, Long Term, Outperformance, small cap, technology EXPO
INTC
2024 Q1 Apr 15, 2024 Conestoga SMid Cap Composite 12.9% 12.1% AXON, BFAM, CWST, DSGX, EXPO, FIVN, FSV, MRCY, NEOG, NOVT, PYCR, QTWO, RGEN, ROAD, ROL, SPSC, TFX, TREX, WK, WSO growth, industrials, infrastructure, mid cap, small cap, software, technology, Waste management
2025 Q1 Mar 31, 2025 Artisan Partners Small Cap Fund -10.1% -10.1% ALAB, ARIS, ASCB, BFAM, BROS, FRSH, FTAI, GWRE, HALO, INTA, IRTC, KTOS, MOD, MTSI, MYRG, PEN, SG, SN, TWST, VCYT AI, Biotechnology, Cloud, defense, growth, healthcare, small caps, Trade Policy
2025 Q1 Mar 31, 2025 Baron Growth Fund -4.3% -4.3% ACGL, ALTR, ANSYS, ARE, BFAM, CG, CHH, CNS, CSGP, CWAN, DEI, DNUT, FDS, FIGS, GLPI, GWRE, HLI, IDXX, IRDM, IT, KNSL, MC, MORN, MSCI, MTD, MTN, NEOG, PRI, RRR, TECH, TREX growth, insurance, Quality, real estate, small caps, software
2025 Q1 Mar 31, 2025 Baron Small Cap Fund -9.1% -9.1% ASGN, BFAM, CAKE, FA, GDYN, GTLS, GWRE, IBTA, INDI, IT, KNSL, KTOS, NEOG, RDNT, RPAY, RRR, TDG, TTD, VRT, WCN AI, growth, insurance, small caps, tariffs, technology, Trade Policy PAR
RADNQ
2025 Q1 Mar 31, 2025 TimesSquare Capital Management U.S. Small Cap Growth Strategy -9.6% -9.6% ADUS, BFAM, BJ, BOOT, CBLL, CHEF, DAWN, ERJ, FRPT, HLNE, INFN, INSM, ITCI, MGY, MVBF, PAY, SLNO, VRNA, VVV, WHD AI, Biotechnology, defense, growth, semiconductors, small cap, tariffs, Trade Policy
2024 Q4 Dec 31, 2024 Baron Small Cap Fund -1.1% 13.3% ALTR, ASGN, AZPN, BFAM, BLD, CAKE, DRVN, FOXF, FROG, GDYN, GTLS, GWRE, HLI, HQY, IBP, ICLR, INTA, IT, JBT, KNSL, NEOG, NPO, PLNT, RRR, TDG, VRT AI, Data centers, growth, industrials, long-term, small caps, technology
2024 Q4 Dec 31, 2024 Baron Growth Fund 6.0% 4.8% ACGL, ALTR, ANSYS, ARE, BFAM, CG, CHH, CNS, CSGP, CWAN, DEI, DNUT, FDS, FIGS, GLPI, GWRE, HLI, IDXX, IRDM, IT, KNSL, MC, MORN, MSCI, MTD, MTN, NEOG, PRI, RRR, TECH, TREX Compounding, growth, Long Term, Quality, small cap, underperformance MTN
CSGP
IDXX
2025 Q3 Oct 28, 2025 BBH Select Series – Mid Cap Fund -0.9% -1.8% ANET, BFAM, BJ, BRKR, BRO, CBRE, ENTG, FOUR, GFL, GLOB, GWRE, GXO, ICLR, ITT, LPLA, TTWO, VMC, WMS, WSO, WST AI, healthcare, mid cap, Quality, tariffs, technology, value BJ UN
ITT UN
BRKR UN
GLOB UN
FOUR UN
WMS UN
ANET UN
BJ UN
ITT UN
BRKR UN
GLOB UN
FOUR UN
WMS UN
ANET UN
2025 Q3 Oct 24, 2025 Artisan Global Discovery 3.0% 10.0% ARGX, ASND, BAB.L, BFAM, CW, INSM, IRTC, LSEG.L, LYV, PRCT, PURE, PX, RBC, SE, TDY, TEAM, TYL, WAY, WING, WST AI, Biotechnology, defense, global, growth, healthcare, small cap, technology WAY
WING
PRCT
LSEG LN
ASND
PSTG
MOD
WAY
TDY
WING
PRCT
LSEG LN
ASND
PSTG
MOD
2024 Q3 Oct 23, 2024 Conestoga SMid Cap Composite 12.9% 12.1% ALTR, AXON, BFAM, CGNX, CWST, DSGX, EXPO, FIVN, FSV, GWRE, MSA, POOL, QTWO, ROAD, ROL, SITE, TREX, TYL, WSO, WST growth, industrials, infrastructure, software, technology
2025 Q3 Oct 14, 2025 Mayar Capital -0.4% 9.1% 005930.KS, AHT.L, AOM.PA, BFAM, BNR.DE, CAP.PA, CRDA.L, GOOGL, JNJ, JSG.L, KER.PA, KVUE, NESN.SW, NVO, PYPL, SOLV, UL, UPS, VTY.L, VWS.CO AI, contrarian, Discipline, global, Speculation, technology, value SOLV US
2024 Q3 Oct 14, 2024 Mayar Capital 7.7% 9.6% 005930.KS, 7974.T, ALO.PA, BFAM, CFR.SW, EA, GOOGL, HLCL.L, HWDN.L, JNJ, KER.PA, KVUE, MMM, PYPL, SAP, SOLV, UL, UPS, V, VWS.CO Esg, global, Manufacturing, Patience, Recovery, value
2023 Q3 Oct 13, 2023 Mayar Capital 7.7% 9.6% 005930.KS, BFAM, BN.PA, BNTG.DE, CAP.PA, DBX, EA, GOOGL, HLCL.L, KVUE, SAP.DE, UL, UPS, V global, Quality, rates, risk management, technology, value KVUE
CAP.PA
2025 Q4 Jan 18, 2026 Mayar Capital 4.5% 14.1% 005930.KS, 7476.T, 7974.T, BFAM, BKNG, BNNTF, CAP.PA, CFR.SW, CRDA.L, GOOGL, JNJ, KVUE, NESN.SW, NKE, OR.PA, PYPL, SOLV, TW.L, UL, UPS, V, VWS.CO defense, fundamentals, global, Quality, Speculation, value NKE
TW LN
BKNG
2024 Q3 Sep 30, 2024 Baron Growth Fund 11.1% 7.4% ACGL, ALTR, ANSYS, ARE, BFAM, CG, CHH, CLRO, CNS, CSGP, DEI, DNUT, ESNT, FDS, FIGS, GLPI, GWRE, HLI, IDXX, IRDM, IT, KNSL, MC, MORN, MSCI, MTD, MTN, NEOG, PRI, RRR, SMCI, TECH, TREX, WST financials, growth, long-term, Outperformance, Quality, small caps, technology
2024 Q3 Sep 30, 2024 Baron Small Cap Fund 9.6% 14.5% ASGN, AZPN, BFAM, BWIN, CHRT, CWT, DXCM, FA, FND, GWRE, IBP, ICLR, INSP, INTA, IT, JANUS, KNSL, RRR, SIMO, SITE, TDG, VRT AI, Data centers, financials, growth, industrials, Rate Cuts, small cap, technology
2023 Q3 Sep 30, 2023 Baron Growth Fund 11.1% 7.4% ACGL, ALTR, ANSYS, BFAM, BIO, CHH, CSGP, DNUT, FDS, FIGS, IDXX, IRDM, IT, KNSL, LFUS, MORN, MSCI, MTD, MTN, NEOG, TREX, VLD, WEST financials, growth, Long Term, small cap, technology
2024 Q2 Jul 29, 2024 Mayar Capital 7.7% 9.6% 005930.KS, 7974.T, ALO.PA, BFAM, BLND.L, BNR.DE, CAP.PA, CFR.SW, EA, GOOGL, HLCL.L, JNJ, KER.PA, KVUE, MMM, NESN.SW, PYPL, UL, UPS, VTY.L, VWS.CO, WIX.L Compounding, Defensive, global, long-term, Quality, value VWS.CO
2024 Q2 Jul 27, 2024 Baron Growth Fund 11.1% 7.4% ACGL, ALTR, ANSYS, ARE, BFAM, BYD, CG, CHH, CNS, CSGP, CWAN, DEI, DNUT, ESNT, FDS, FIGS, GLPI, GWRE, HLI, IDXX, IRDM, IT, KNSL, MC, MORN, MSCI, MT, MTN, NEOG, PRI, RRR, TECH, TREX, WST growth, insurance, Long Term, real estate, small cap, software
2023 Q2 Jun 30, 2023 Conestoga SMid Cap Composite 12.9% 12.1% AAPL, AXON, BFAM, CWAN, CWST, DSGX, EXPO, FICO, GGG, GWRE, MRCY, MSFT, PYCR, RBC, RGEN, ROL, SITE, SPSC, TREX, WSO consumer discretionary, growth, industrials, SMID Cap, technology, Utilities
2023 Q1 Apr 22, 2023 Mayar Capital 7.7% 9.6% 005930.KS, 9627.T, AAPL, AMZN, BFAM, BNR.DE, CFR.PA, DBX, EA, GOOGL, HLCL.L, JNJ, LH, MA, PYPL, SAP.DE, UL, UPS, V, VWS.CO consumer, global, long-term, Pharmaceuticals, Quality, technology, value 9627.T
2025 Q1 Mar 31, 2025 Artisan Mid Cap Fund -7.4% -7.4% ANET, AZO, BBY, BFAM, BKR, CCCS, COHR, DASH, DDOG, DECK, GWRE, ILMN, MRVL, ONTO, PLTR, PSTG, SAIA, SNOW, SPOT, TYL, VEEV, VHI, WEST AI, Cloud, energy, growth, healthcare, mid cap, tariffs, technology
2023 Q4 Feb 20, 2024 Baron Growth Fund 11.1% 7.4% ACGL, ALTR, ANSYS, ARE, BFAM, BYD, CG, CHH, CNS, CSGP, CWAN, DEI, ESNT, FDS, FIGS, GLPI, GWRE, HLI, IDXX, IRDM, IT, KNSL, LFUS, MC, MORN, MSCI, MTD, MTN, NEOG, PENN, PRI, RRR, TECH, TREX, VAC, WST growth, insurance, Long Term, Quality, real estate, small cap, technology, Travel

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 29, 2026 Seeking Alpha Seeking Alpha Bright Horizons Family Solutions Inc. Education Services Child Care & Early Education Neutral New York Stock Exchange Bright Horizons Family Solutions, childcare services, early education, financial performance, Hold rating, location optimization, profitability, Revenue Growth, stock valuation, tuition rates
Aug 8, 2025 Seeking Alpha Giovana Pereira Bright Horizons Family Solutions Inc. Consumer Discretionary Personal Services Bull NYSE

BSD Shareholders of BFAM

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.