BDAFX holdings — Baron Durable Advantage Fund
Baron Durable Advantage Fund (BDAFX) held 29 positions with net assets of $524M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 62.2% of the fund, led by TSM, NVDA, GOOG.
BDAFX top holdings
- TSM Taiwan Semiconductor Manufacturing Co Ltd — 10.38% ($54.4M)
- NVDA NVIDIA Corp — 8.72% ($45.7M)
- GOOG Alphabet Inc — 7.83% ($41.0M)
- AMZN Amazon.com Inc — 7.37% ($38.6M)
- AVGO Broadcom Inc — 5.56% ($29.1M)
- MPWR Monolithic Power Systems Inc — 5.37% ($28.2M)
- META Meta Platforms Inc — 4.67% ($24.5M)
- MSFT Microsoft Corp — 4.53% ($23.7M)
- V Visa Inc — 4.25% ($22.3M)
- WELL Welltower Inc — 3.49% ($18.3M)
- HEI.A HEICO Corp — 3.14% ($16.4M)
- MSCI MSCI Inc — 3.00% ($15.7M)
- APH Amphenol Corp — 2.85% ($14.9M)
- MCO Moody's Corp — 2.82% ($14.8M)
- BN Brookfield Corp — 2.53% ($13.3M)
- SPGI S&P Global Inc — 2.42% ($12.7M)
- APO Apollo Global Management Inc — 2.21% ($11.6M)
- LPLA LPL Financial Holdings Inc — 2.08% ($10.9M)
- TDG TransDigm Group Inc — 2.03% ($10.7M)
- LRCX Lam Research Corp — 2.03% ($10.6M)
- CME CME Group Inc — 1.84% ($9.62M)
- BX Blackstone Inc — 1.79% ($9.40M)
- MA Mastercard Inc — 1.48% ($7.74M)
- PWR Quanta Services Inc — 1.45% ($7.61M)
- TXRH Texas Roadhouse Inc — 1.16% ($6.09M)
What are BDAFX's top 10 holdings?
TSM (10.4%), NVDA (8.7%), GOOG (7.8%), AMZN (7.4%), AVGO (5.6%), MPWR (5.4%), META (4.7%), MSFT (4.5%), V (4.3%), WELL (3.5%).
How many stocks are in BDAFX?
Baron Durable Advantage Fund reported 29 holdings as of June 30, 2026.
Share classes: BDAFX, BDAIX, BDAUX