BGAFX holdings — Baron Global Opportunity Fund
Baron Global Opportunity Fund (BGAFX) held 47 positions with net assets of $1.39B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 57.8% of the fund, led by SPCX, NVDA, TSM.
BGAFX top holdings
- SPCX Space Exploration Technologies Corp — 20.13% ($280M)
- NVDA NVIDIA Corp — 6.30% ($87.5M)
- TSM Taiwan Semiconductor Manufacturing Co Ltd — 5.31% ($73.7M)
- SHOP Shopify Inc — 4.88% ($67.9M)
- AMZN Amazon.com Inc — 4.40% ($61.1M)
- ASML Holding NV — 3.78% ($52.5M)
- MELI MercadoLibre Inc — 3.63% ($50.4M)
- CRWD Crowdstrike Holdings Inc — 3.28% ($45.6M)
- NET Cloudflare Inc — 3.15% ($43.7M)
- DDOG Datadog Inc — 2.96% ($41.1M)
- NU Holdings Ltd/Cayman Islands — 2.82% ($39.1M)
- ARGX Argenx SE — 2.60% ($36.1M)
- GOOG Alphabet Inc — 2.43% ($33.7M)
- LOAR Loar Holdings Inc — 2.36% ($32.8M)
- Bajaj Finance Ltd — 2.33% ($32.4M)
- CPNG Coupang Inc — 2.32% ($32.2M)
- Eternal Ltd — 2.21% ($30.7M)
- GDS GDS Holdings Ltd — 2.08% ($28.8M)
- SNOW Snowflake Inc — 1.95% ($27.1M)
- FPS Forgent Power Solutions Inc — 1.82% ($25.2M)
- Nebius Group NV — 1.68% ($23.4M)
- TSLA Tesla Inc — 1.51% ($21.0M)
- ILMN Illumina Inc — 1.37% ($19.0M)
- ZS Zscaler Inc — 1.25% ($17.4M)
- TTAN ServiceTitan Inc — 1.11% ($15.4M)
What are BGAFX's top 10 holdings?
SPCX (20.1%), NVDA (6.3%), TSM (5.3%), SHOP (4.9%), AMZN (4.4%), ASML Holding NV (3.8%), MELI (3.6%), CRWD (3.3%), NET (3.1%), DDOG (3.0%).
How many stocks are in BGAFX?
Baron Global Opportunity Fund reported 47 holdings as of June 30, 2026.
Share classes: BGAFX, BGAIX, BGLUX