BARON OPPORTUNITY FUND
Registrant
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)
Class tickers
BIOIX
BIOPX
BIOUX
Net Assets
$2,119,352,145
Holdings
40
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 40
Export CSV
Portfolio coverage: 40 of
49 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| Space Exploration Technologies Corp | SPCX | 2,358,660 | $403,000,648 | 19.02% | Long | EC | |
| NVIDIA Corp | NVDA | 1,217,400 | $243,589,566 | 11.49% | Long | EC | |
| Broadcom Inc | AVGO | 322,900 | $121,975,475 | 5.76% | Long | EC | |
| Amazon.com Inc | AMZN | 475,500 | $113,330,670 | 5.35% | Long | EC | |
| Tesla Inc | TSLA | 235,200 | $98,925,120 | 4.67% | Long | EC | |
| Alphabet Inc | GOOGL | 258,810 | $92,490,930 | 4.36% | Long | EC | |
| Eli Lilly & Co | LLY | 60,900 | $73,045,287 | 3.45% | Long | EC | |
| Meta Platforms Inc | META | 105,700 | $59,539,753 | 2.81% | Long | EC | |
| Taiwan Semiconductor Manufacturing Co Ltd | TSM | 122,200 | $58,359,054 | 2.75% | Long | EC | |
| Argenx SE | ARGX | 46,869 | $43,483,652 | 2.05% | Long | EC | |
| Datadog Inc | DDOG | 161,600 | $42,074,176 | 1.99% | Long | EC | |
| Micron Technology Inc | MU | 33,300 | $38,437,857 | 1.81% | Long | EC | |
| Forgent Power Solutions Inc | FPS | 614,090 | $34,303,067 | 1.62% | Long | EC | |
| Visa Inc | V | 99,800 | $34,240,382 | 1.62% | Long | EC | |
| Snowflake Inc | SNOW | 128,100 | $32,601,450 | 1.54% | Long | EC | |
| Samsara Inc | IOT | 933,000 | $30,257,190 | 1.43% | Long | EC | |
| Hinge Health Inc | HNGE | 356,785 | $29,613,155 | 1.40% | Long | EC | |
| Mastercard Inc | MA | 56,400 | $28,967,040 | 1.37% | Long | EC | |
| Shopify Inc | SHOP | 251,200 | $28,682,016 | 1.35% | Long | EC | |
| Cloudflare Inc | NET | 113,600 | $27,863,808 | 1.31% | Long | EC | |
| indie Semiconductor Inc | INDI | 6,200,000 | $27,838,000 | 1.31% | Long | EC | |
| Lam Research Corp | LRCX | 59,400 | $25,739,802 | 1.21% | Long | EC | |
| Rubrik Inc | RBRK | 314,500 | $25,248,060 | 1.19% | Long | EC | |
| Axon Enterprise Inc | AXON | 43,400 | $24,330,474 | 1.15% | Long | EC | |
| Monolithic Power Systems Inc | MPWR | 17,180 | $23,748,945 | 1.12% | Long | EC | |
| Fervo Energy Co | FRVO | 685,103 | $20,025,561 | 0.94% | Long | EC | |
| Guidewire Software Inc | GWRE | 160,100 | $19,700,305 | 0.93% | Long | EC | |
| GDS Holdings Ltd | GDS | 622,000 | $18,678,660 | 0.88% | Long | EC | |
| Quanta Services Inc | PWR | 25,000 | $18,001,000 | 0.85% | Long | EC | |
| HeartFlow Inc | HTFL | 608,259 | $17,846,319 | 0.84% | Long | EC | |
| Welltower Inc | WELL | 72,500 | $16,455,325 | 0.78% | Long | EC | |
| Intuitive Surgical Inc | ISRG | 41,105 | $16,346,636 | 0.77% | Long | EC | |
| Coherent Corp | COHR | 40,000 | $15,778,800 | 0.74% | Long | EC | |
| Crowdstrike Holdings Inc | CRWD | 19,300 | $14,728,602 | 0.69% | Long | EC | |
| Lumentum Holdings Inc | LITE | 16,900 | $14,501,214 | 0.68% | Long | EC | |
| Arista Networks Inc | ANET | 83,097 | $14,116,518 | 0.67% | Long | EC | |
| Cerebras Systems Inc | CBRS | 60,584 | $13,389,064 | 0.63% | Long | EC | |
| Billiontoone Inc | BLLN | 87,803 | $10,534,604 | 0.50% | Long | EC | |
| Charles Schwab Corp/The | SCHW | 108,000 | $9,965,160 | 0.47% | Long | EC | |
| Gartner Inc | IT | 74,087 | $9,603,157 | 0.45% | Long | EC |