Bamco (Ron Baron)

Bamco (Ron Baron) has filed 13F reports from Q2 2013 through Q1 2026. The portfolio has returned -0.1% annualized over five years, with 18.8% volatility and a maximum drawdown of 33.6%. Across all filing periods, 7.7% 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.