Baron Technology ETF Q2 2026 Portfolio Activity

Summary As part of its record-breaking IPO, we acquired shares in Space Exploration Technologies Corp. We initiated a position in Advanced Micro Devices, Inc. during the second quarter. We trimmed our position in NVIDIA Corporation, which had grown to represent an outsized share of the Fund. We trimmed our position in Amazon.com, Inc. to add to Alphabet Inc., where we see a more compelling near-term risk/reward. ToucanStudios/E+ via Getty Images The following segment was excerpted from Baron Technology ETF Q2 2026 Shareholder Letter . During the second quarter, Baron Technology ETF™ ( BCTK )(the Fund) rose 38.95% (NAV), roughly in line with the MSCI ACWI Information Technology Index (the Benchmark), which This article was written by Baron Capital 691 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.