Baron Discovery Fund
Baron Investment Funds TrustSmall and mid growth
Share classes: BDFFX, BDFIX, BDFUX
Run by Baron Capital, Ron Baron's firm.
- Net assets
- $1.8B
- Stocks held
- 60
- As of
- Jun 30, 2026
- N-PORT filed with the SEC
- In its top 10
- 26%
- of net assets
- Active share
- 92%
- different from CRSP US Small Cap Growth
Largest holdings
LOAR3.5%FPS3.1%DT2.7%MRCY2.6%LLYVA2.6%HTFL2.6%NPO2.3%NOVT2.2%RBRK2.2%IOT2.2%CWST2.1%CDNA2.1%TXRH2.1%PRMB2.1%
| Company | Of net assets, over time | Share of CRSP US Small Cap Growth |
|---|---|---|
| LOARLoar | 0.11% | |
| FPSForgent Power Solutions | 0.20% | |
| DTDynatrace | 0.36% | |
| MRCYMercury Systems | 0.19% | |
| LLYVALiberty Live | 0.00% | |
| HTFLHeartflow | 0.00% | |
| NPOEnpro | 0.00% | |
| NOVTNovanta | 0.16% | |
| RBRKRubrik | 0.00% | |
| IOTSamsara | 0.31% | |
| CWSTCasella Waste Systems | 0.17% | |
| CDNACareDx | 0.00% | |
| TXRHTexas Roadhouse | 0.36% | |
| PRMBPrimo Brands | 0.16% | |
| RGENRepligen | 0.21% | |
| SITMSiTime | 0.47% | |
| TEMTempus AI | 0.19% | |
| AEISAdvanced Energy Industries | 0.40% | |
| WMSAdvanced Drainage Systems | 0.34% | |
| WINGWingstop | 0.13% | |
| BLLNBillionToOne | 0.04% | |
| SITESiteOne Landscape Supply | 0.14% | |
| WYNNWynn Resorts | 0.20% | |
| BXDCBlackstone Digital Infrastructure Trust | 0.00% | |
| GWREGuidewire Software | 0.29% |
Its bets against CRSP US Small Cap Growth
Each stock's weight of the fund's net assets less its weight in the CRSP US Small Cap Growth, in points.
Holds much more than the index
Holds much less, or none
About these numbers
Holdings from the fund's N-PORT report to the SEC, public 60 days after the report date. Every weight is a percent of the fund's net assets, as the fund publishes it, and active weights are that less the index's weight. Only stocks are listed, so cash, bonds and derivatives are not, and a fund that borrows can hold stocks worth more than its net assets. Active share compares the fund's stocks alone with the index.