Inside Ron Baron's $66 Billion Portfolio: SpaceX and Tesla Holdings
· Business · Economic Times, Car and Driver
Ron Baron’s investment portfolio, valued at approximately $66 billion through Baron Funds, maintains a strong focus on long-term growth companies across space, electric vehicles, financial infrastructure, insurance, and data-driven services. SpaceX stands as the largest holding at 34.3% of the portfolio, established as a new position in Q2 2026 with an average buy price of $169.55 against a current price of $143.49. Tesla represents the second-largest holding with a 7.3% portfolio weight, recording a gain of 1,269% from its average purchase price of $26.05 to a current value of $356.58. Baron Funds increased its Tesla stake by 5% in Q2 2026, reinforcing its long-term strategy of staying invested in innovation-heavy, founder-led companies through market volatility. MSCI, Arch Capital, and Gartner round out the remaining top five holdings in the portfolio.
Why it matters
The portfolio's heavy concentration in SpaceX and Tesla demonstrates how long-term institutional capital navigates volatility in commercial space infrastructure and electric vehicle markets.
Read the original report — Economic Times
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