Baron Global Opportunity Fund (BGAIX) is an MF managed by Independent / Boutique. Its largest position is SPACE EXPLORATION TECHNOLOGIES CORP (SPCX), representing 15.86% of fund assets.
Baron Global Opportunity Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BGAIX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 22, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
SPACE EXPLORATION TECHNOLOGIES CORP
|
15.86% | $132,769,136.70 | 252,130 |
|
-
NVIDIA CORP
|
7.43% | $62,240,395.20 | 356,883 |
|
-
SHOPIFY INC.
|
5.06% | $42,386,128.74 | 357,327 |
|
-
AMAZON COM INC
|
5.00% | $41,822,073.89 | 200,807 |
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
4.99% | $41,766,226.65 | 123,587 |
|
-
MERCADOLIBRE INC
|
4.83% | $40,438,319.76 | 23,388 |
|
-
SPACE EXPLORATION TECHNOLOGIES CORP
|
4.73% | $39,625,897.50 | 75,250 |
|
-
Cloudflare, Inc.
|
3.67% | $30,737,231.76 | 148,964 |
|
-
Coupang, Inc.
|
3.55% | $29,691,726.40 | 1,572,655 |
|
-
NU HOLDINGS LTD/CAYMAN ISLANDS
|
3.02% | $25,294,145.85 | 1,760,205 |
|
-
GDS Holdings Ltd
|
2.92% | $24,408,850.41 | 605,829 |
|
-
ARGENX SE
|
2.83% | $23,716,329.25 | 32,477 |
|
-
ASML HOLDING NV
|
2.72% | $22,811,964.12 | 17,155 |
|
-
BAJAJ FINANCE LTD.
|
2.66% | $22,274,444.76 | 2,603,165 |
|
-
ETERNAL LTD.
|
2.62% | $21,931,515.77 | 8,914,430 |
|
-
CrowdStrike Holdings, Inc.
|
2.31% | $19,312,021.06 | 49,466 |
|
-
Datadog, Inc.
|
2.16% | $18,111,467.10 | 153,422 |
|
-
Snowflake Inc.
|
1.92% | $16,088,421.86 | 106,673 |
|
-
Loar Holdings Inc.
|
1.90% | $15,884,683.72 | 277,268 |
|
-
Forgent Power Solutions, Inc.
|
1.45% | $12,147,957.37 | 415,031 |
|
-
INPOST SA
|
1.43% | $12,004,986.14 | 678,096 |
|
-
ILLUMINA, INC.
|
1.35% | $11,343,371.28 | 92,028 |
|
-
ADYEN NV
|
1.35% | $11,296,598.55 | 11,287 |
|
-
Zscaler, Inc.
|
1.27% | $10,656,428.40 | 75,960 |
|
-
Tesla, Inc.
|
1.24% | $10,371,453.25 | 27,899 |
|
-
Heartflow, Inc.
|
0.99% | $8,282,418.60 | 340,420 |
|
-
indie Semiconductor, Inc.
|
0.98% | $8,199,169.72 | 2,546,326 |
|
-
Wix.com Ltd.
|
0.91% | $7,628,748.86 | 84,698 |
|
-
CODERE ONLINE LUXEMBOURG SA
|
0.84% | $7,037,167.00 | 827,902 |
|
-
Block, Inc.
|
0.79% | $6,618,355.68 | 109,976 |
|
-
Afya Ltd
|
0.74% | $6,197,221.20 | 416,760 |
|
-
Netskope Inc
|
0.71% | $5,940,223.77 | 699,673 |
|
-
PDD Holdings Inc.
|
0.62% | $5,227,017.90 | 51,155 |
|
-
ServiceTitan, Inc.
|
0.58% | $4,835,334.70 | 76,195 |
|
-
BillionToOne, Inc.
|
0.55% | $4,601,728.36 | 58,294 |
|
-
NEBIUS GROUP NV
|
0.54% | $4,539,811.28 | 43,753 |
|
-
Codere Online Luxembourg, S.A.
|
0.38% | $3,195,932.00 | 375,992 |
|
-
SailPoint, Inc.
|
0.35% | $2,942,762.12 | 222,263 |
|
-
Viking Therapeutics, Inc.
|
0.29% | $2,434,349.94 | 74,811 |
|
-
Fiverr International Ltd.
|
0.28% | $2,320,852.44 | 231,622 |
|
-
Figma, Inc.
|
0.18% | $1,545,587.68 | 73,112 |
|
-
FARMERS BUSINESS NETWORK COMMO
|
0.07% | $557,555.46 | 299,761 |
|
-
CODERE ONLINE LUXEMBOURG SA
|
0.04% | $338,663.12 | 498,034 |
|
-
THINK + LEARN PRIVATE LIMITED
|
0.00% | $39,828.20 | 9,201 |
|
-
GRAIL, Inc.
|
0.00% | $7,958.72 | 154 |
|
-
Codere Online Luxembourg, S.A.
|
0.00% | $2,941.68 | 4,326 |
|
-
Taboola.com Ltd.
|
0.00% | $2,287.48 | 228,748 |
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