BARON FIFTH AVENUE GROWTH FUND (BFTUX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 13.53% of fund assets.
BARON FIFTH AVENUE GROWTH FUND Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BFTUX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 22, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
NVIDIA CORP
|
13.53% | $90,592,428.80 | 519,452 |
|
-
AMAZON COM INC
|
8.83% | $59,173,880.67 | 284,121 |
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
7.04% | $47,163,626.10 | 139,558 |
|
-
Alphabet Inc.
|
6.62% | $44,343,764.92 | 154,207 |
|
-
SPACE EXPLORATION TECHNOLOGIES CORP
|
6.56% | $43,962,892.74 | 83,486 |
|
-
Meta Platforms, Inc.
|
6.48% | $43,397,204.76 | 75,852 |
|
-
SHOPIFY INC.
|
4.72% | $31,616,856.18 | 266,539 |
|
-
Cloudflare, Inc.
|
4.21% | $28,190,583.48 | 136,622 |
|
-
Tesla, Inc.
|
4.12% | $27,593,887.25 | 74,227 |
|
-
Samsara Inc.
|
3.68% | $24,619,137.06 | 776,874 |
|
-
ASML HOLDING NV
|
3.00% | $20,105,674.26 | 15,222 |
|
-
INTUITIVE SURGICAL INC
|
2.99% | $20,003,739.07 | 43,393 |
|
-
MERCADOLIBRE INC
|
2.91% | $19,506,803.64 | 11,282 |
|
-
KKR & Co. Inc.
|
2.88% | $19,286,065.00 | 208,498 |
|
-
Datadog, Inc.
|
2.87% | $19,242,740.25 | 163,005 |
|
-
MONOLITHIC POWER SYSTEMS, INC.
|
2.82% | $18,891,994.65 | 17,279 |
|
-
ARGENX SE
|
2.69% | $18,019,649.00 | 24,676 |
|
-
Snowflake Inc.
|
2.51% | $16,835,885.78 | 111,629 |
|
-
Broadcom Inc.
|
2.49% | $16,667,732.52 | 53,852 |
|
-
CrowdStrike Holdings, Inc.
|
2.15% | $14,394,026.29 | 36,869 |
|
-
ILLUMINA, INC.
|
1.67% | $11,157,988.24 | 90,524 |
|
-
Coupang, Inc.
|
1.64% | $10,957,744.32 | 580,389 |
|
-
ELI LILLY & Co
|
1.05% | $7,039,919.58 | 7,654 |
|
-
SPACE EXPLORATION TECHNOLOGIES CORP
|
0.96% | $6,445,461.60 | 12,240 |
|
-
AMPHENOL CORP /DE/
|
0.93% | $6,239,289.35 | 49,381 |
|
-
Figma, Inc.
|
0.15% | $1,007,870.64 | 47,676 |
|
-
GRAIL, Inc.
|
0.04% | $238,193.12 | 4,609 |
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