Baron Generational Growth Fund Q2 2026 Portfolio Activity

Baron Capital 653 Followers Follow Summary As of June 30, 2026, Baron Generational Growth Fund owned 15 investments. The top 10 holdings represented 104.8% of the Fund's net assets (88.1% of gross assets), which have been held for a minimum of three years. Red Rock Resorts, Inc.'s shares increased in Q2 as construction-related disruption dissipated and investors grew more optimistic about the benefits of the company's recent resort investments. Global hotel franchisor Choice Hotels International, Inc. contributed to performance as revenue per available room accelerated throughout the quarter and management highlighted an increase in new hotel contract signings. FIGS, Inc.'s stock detracted from performance as shares slipped due largely to investor positioning. BlackSalmon/iStock via Getty Images The following segment was excerpted from Baron Generational Growth Fund Q2 2026 Commentary. Top contributors to performance for the quarter Year Acquired Market Cap When Acquired ($B) Quarter End Market Cap ($B) Total Return (%) This article was written by Baron Capital 653 Followers Follow Baron is an asset management firm focused on delivering growth equity investment solutions. Founded in 1982, Baron has become known for its long-term, fundamental, active approach to growth investing. Baron was founded as an equity research firm, and research has remained at the core of its business. Note: This account is not managed or monitored by Baron Capital, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Baron Capital's official channels.