Baron First Principles ETF Q2 2026 Portfolio Review

Baron Capital 671 Followers Follow Summary Space Exploration Technologies shares rose as the company successfully completed the largest initial public offering in history, raising more than $85 billion. Rising capital expenditure signals conviction in growth initiatives and strengthening Tesla's position as a leading vertically integrated physical AI company. FIGS, Inc. stock detracted from performance as shares slipped due largely to investor positioning. Shares of P&C insurance software vendor Guidewire Software, Inc. declined after a handful of deals slipped from the fiscal third quarter into the fiscal fourth quarter. Tatsuya Ozaki/iStock via Getty Images The following segment was excerpted from the Baron First Principles ETF Q2 2026 Commentary . Baron First Principles ETF ( RONB )(the Fund) rebounded in the second quarter from a disappointing start to the year with This article was written by Baron Capital 671 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.