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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Baron FinTech Fund | 12.5% | 16.8% | ACGL, APO, BLK, EFX, ENDV, FICO, FIS, GWRE, INTU, KKR, LPLA, MA, MELI, PGR, PRI, RPAY, SCHW, SPGI, TRU, TWFG, V | Capital markets, Financial Services, Fintech, growth, insurance, payments, software, technology | The fund focuses on competitively advantaged, growing fintech companies across all market capitalizations and geographies. Sixteen holdings have risen more than 30% this year, representing 42% of net assets, operating across consumer credit, enterprise software, insurance, asset management, payments, and brokerage sectors. | PRI TWFG GWRE MELI FICO |
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| 2025 Q2 | Jul 27, 2025 | Thornburg Small/Mid Cap Core Fund | 10.4% | -2.3% | AGYS, AVTR, BJ, BMRN, CLH, COHR, CWST, CYTK, FTI, LPLA, MYRG, NTNX, PNFP, RPAY, SXT, TXNM, VRT, WD | Barbell, cyclicals, Domestically Focused, Risk Appetite, small caps, Trade Policy, valuation | Trump administration's Liberation Day tariff package sparked early April selloff, though temporary pause in tariff escalation helped drive market recovery. Tariffs remain an overhang and source of ongoing policy uncertainty, but small and mid-cap companies may be insulated as many are domestically focused and less reliant on global supply chains. | View | |
| 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 | Vertiv Holdings Co, the leading provider of cooling solutions to data centers, continued strong performance with 70% of revenue from data center end market. The company benefits from rising demand for data center capacity and increasing adoption of generative AI, as GenAI-related servers have higher energy density requiring more sophisticated cooling solutions. | EXPO INTC |
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| 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 | The introduction of Chinese AI app DeepSeek disrupted expectations for AI infrastructure rollout, causing significant declines in AI-benefiting tech stocks. This raised investor concerns about reduced need for data center capital expenditures and slower growth for companies like Vertiv. Despite the disruption, the manager believes the complex roadmap for new chip introductions will still drive demand for advanced cooling solutions. | PAR RADNQ |
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| 2022 Q3 | Sep 30, 2022 | Baron Small Cap Fund | 9.6% | 14.5% | AVNT, AXNX, AZPN, CAKE, CLVT, GDYN, HLLY, ICLR, IT, KNSL, MRCY, RPAY, TTD | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 24, 2025 | Value Investors Club | nobluff | Repay Holdings Corp | Information Technology | Transaction & Payment Processing | Bull | NASDAQ | AP automation, Lending, Mortgage servicing, Payments processing, strategic review, vertical software | View Pitch |
| 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. | ||||||||