Baron Opportunity Fund Q2 2026 Top Contributors And Detractors

Baron Capital 672 Followers Follow Summary We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. In 2025 alone, SPCX executed over 170 launches, including 165 Falcon 9 missions, with individual boosters now achieving up to 35 re-flights. In the April quarter, Nvidia's data center revenue grew 92% year-over-year to $75.2 billion, with total revenue of $81.6 billion, up 85%; for its July quarter, the company guided for total revenue to grow at least another $9.5 billion sequentially. Broadcom is uniquely positioned to capture a dominant share of the custom silicon market and faces no credible terminal risk to its custom silicon franchise over the foreseeable future. GWRE's core system opportunity alone represents nearly $20 billion of annual recurring revenue, or approximately 20 times Guidewire's current scale. kentoh/iStock via Getty Images The following segment was excerpted from the Baron Opportunity Fund Q2 2026 Shareholder Letter. We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. Among others, during the second quarter This article was written by Baron Capital 672 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.