Baron Partners Fund

BARON SELECT FUNDS · Series S000000588 · 3 share classes

Equity fund · 107% stocks
One fund, 3 share classes:BPTRXBPTIXBPTUX
$18.05B NAV
31 positions · as of 2026-06-30 · filed 2026-08-28
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2026 Q2

The investment goal of Baron Partners Fund (the Fund) is capital appreciation.

Strategy · summarised

The fund is a non-diversified fund that invests primarily in equity securities of U.S. growth companies across all market capitalizations, selecting businesses the adviser believes offer significant growth opportunities, sustainable competitive advantages, exceptional management, and attractive valuations. The fund may borrow up to one-third of its total assets to leverage its investments. Because the fund is non-diversified, it may hold a small number of issuers, which concentrates its returns in those holdings.

Expenses
1.65% 1.91%across 3 share classes
Share classExpense ratio
BPTRX1.91%
BPTIX1.65%
BPTUX1.65%

Portfolio turnover 5.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

106.88%
of net assets
Stocks106.66%
Cash & short-term0.22%

These positions come to 106.88% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 7 new3 exited

New: SPCX, MORN, AMZN, MRNA, GOOGL, LLY, State Street Global Advisors

Exited: Space Exploration Technologies, SPACE EXPLORATION TECH CORP, NORTHVOLT AB

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+41.55%+97.58%+61.80%25.78%-19.26%
+41.92%+99.11%+63.94%25.78%-19.22%
+41.92%+99.07%+63.84%25.78%-19.22%

These classes hold the same portfolio, so the 2.15pp spread over 5 years is the cost difference between them — roughly 0.43pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Space Exploration Technologies CorpSPCX34.96%$6.31B
Tesla IncTSLA15.04%$2.71B
Hyatt Hotels CorpH4.30%$775.68M
The Charles Schwab CorpSCHW4.26%$768.77M
MSCI IncMSCI4.18%$755.14M
Shopify IncSHOP3.96%$714.27M
Arch Capital Group Ltd3.49%$630.11M
Spotify Technology SA3.26%$588.10M
FactSet Research Systems IncFDS2.74%$494.45M
Gartner IncIT2.64%$476.94M
Showing 10 of 31Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 78.83% of net assets, top 25 105.27%, across 29 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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