Baron Global Durable Advantage ETF Q2 2026 Portfolio Activity

Baron Capital 676 Followers Follow Summary During the second quarter, we initiated three new positions: a leading software and semiconductor company, Broadcom, Samsung Electronics, and INNIO. We took advantage of inflows and market volatility to add to 36 existing positions. We also exited three investments – Indutrade, HDFC Bank, and Wix – reallocating to names in which we saw a more attractive risk-reward profile. ToucanStudios/E+ via Getty Images The following segment was excerpted from the Baron Global Durable Advantage ETF Q2 2026 Commentary . Recent Activity During the second quarter, we initiated three new positions: a leading software and semiconductor company, Broadcom ( AVGO ) , the This article was written by Baron Capital 676 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.