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Baron Durable Advantage Fund (BDAIX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 8.25% of fund assets.

Baron Durable Advantage Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
BDAIX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 22, 2026
Showing 30 out of 30 holdings
Holding Weight Market Value Shares
-
NVIDIA CORP
8.25% $39,835,750.40 228,416
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
7.97% $38,507,712.75 113,945
-
AMAZON COM INC
6.99% $33,733,283.63 161,969
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Alphabet Inc.
6.90% $33,302,151.12 116,092
-
Meta Platforms, Inc.
6.76% $32,641,732.89 57,053
-
MONOLITHIC POWER SYSTEMS, INC.
5.04% $24,352,184.55 22,273
-
Broadcom Inc.
4.94% $23,858,887.86 77,086
-
MICROSOFT CORP
4.88% $23,553,176.76 63,628
-
VISA INC.
4.07% $19,635,626.08 64,967
-
WELLTOWER INC.
3.30% $15,918,027.52 80,512
-
MSCI Inc.
3.13% $15,133,783.77 28,077
-
BROOKFIELD Corp /ON/
3.01% $14,535,326.61 359,163
-
LPL Financial Holdings Inc.
2.96% $14,314,694.72 47,584
-
MOODYS CORP /DE/
2.95% $14,256,650.00 32,680
-
S&P Global Inc.
2.86% $13,800,581.64 32,446
-
CME GROUP INC.
2.79% $13,456,441.35 45,561
-
HEINEKEN N.V.
2.79% $13,453,187.88 63,732
-
Apollo Global Management, Inc.
2.26% $10,925,733.78 98,059
-
Blackstone Inc.
2.25% $10,877,939.01 94,599
-
AMPHENOL CORP /DE/
2.11% $10,186,210.65 80,619
-
TransDigm Group INC
1.92% $9,278,633.76 8,006
-
Mastercard Inc
1.56% $7,533,373.82 15,077
-
INTUIT INC.
1.50% $7,256,633.54 16,783
-
THERMO FISHER SCIENTIFIC INC.
1.32% $6,395,296.83 13,011
-
COSTCO WHOLESALE CORP /NEW
1.31% $6,326,334.07 6,349
-
ARCH CAPITAL GROUP LTD.
1.26% $6,097,956.73 63,527
-
QUANTA SERVICES, INC.
1.20% $5,798,749.24 10,562
-
METTLER TOLEDO INTERNATIONAL INC/
1.13% $5,445,861.60 4,318
-
Texas Roadhouse, Inc.
1.08% $5,204,552.24 31,516
-
LAM RESEARCH CORP
0.77% $3,723,666.48 17,428
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