Baron Opportunity Fund Q2 2026 Adds And Trims

Baron Capital 672 Followers Follow Summary The median market cap of the Fund was $90.4 billion, and the weighted-average market cap was $1.7 trillion. Near-term supply constraints and the resulting price increases are constructive for Micron's financials, but what interests us more is the structural evolution of the business itself. We believe that as Fervo proves out its first commercial plant, it will see accelerating contracting and deployment activity over the next decade. Alphabet’s custom silicon is winning the confidence of the most demanding AI infrastructure customers. We see a path for Welltower's earnings to more than double over the next five years, creating attractive long-term return prospects for the Fund. YurolaitsAlbert/iStock via Getty Images The following segment was excerpted from the Baron Opportunity Fund Q2 2026 Shareholder Letter. We invest in secular growth and innovative businesses across all market capitalizations, with the bulk of the portfolio landing in the large-cap 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.