Bamco (Ron Baron)

Bamco (Ron Baron) has filed 13F reports from Q2 2013 through Q4 2025. The portfolio has returned 2.4% annualized over five years, with 17.9% volatility and a maximum drawdown of 45.4%. Across all filing periods, 7.8% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.