BARON OPPORTUNITY FUND (BIOPX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 13.26% of fund assets.
BARON OPPORTUNITY FUND Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BIOPX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 22, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
NVIDIA CORP
|
13.26% | $214,494,560.00 | 1,229,900 |
|
-
SPACE EXPLORATION TECHNOLOGIES CORP
|
6.61% | $106,872,493.68 | 202,952 |
|
-
Broadcom Inc.
|
6.28% | $101,643,084.00 | 328,400 |
|
-
AMAZON COM INC
|
6.25% | $101,115,085.00 | 485,500 |
|
-
SPACE EXPLORATION TECH CORP
|
6.03% | $97,519,202.10 | 18,519 |
|
-
Tesla, Inc.
|
5.41% | $87,435,600.00 | 235,200 |
|
-
SPOTIFY TECHNOLOGY SA
|
3.97% | $64,250,575.00 | 132,500 |
|
-
Meta Platforms, Inc.
|
3.86% | $62,476,596.00 | 109,200 |
|
-
Alphabet Inc.
|
3.80% | $61,537,840.00 | 214,000 |
|
-
ELI LILLY & Co
|
3.41% | $55,094,223.00 | 59,900 |
|
-
SPACE EXPLORATION TECHNOLOGIES CORP
|
2.72% | $44,016,604.92 | 83,588 |
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
2.55% | $41,297,490.00 | 122,200 |
|
-
ARGENX SE
|
2.12% | $34,226,087.25 | 46,869 |
|
-
VISA INC.
|
1.86% | $30,163,552.00 | 99,800 |
|
-
Samsara Inc.
|
1.83% | $29,566,770.00 | 933,000 |
|
-
Mastercard Inc
|
1.74% | $28,180,824.00 | 56,400 |
|
-
GDS Holdings Ltd
|
1.55% | $25,060,380.00 | 622,000 |
|
-
SHOPIFY INC.
|
1.53% | $24,815,304.00 | 209,200 |
|
-
Guidewire Software, Inc.
|
1.41% | $22,748,076.00 | 152,100 |
|
-
Datadog, Inc.
|
1.36% | $21,957,300.00 | 186,000 |
|
-
Cloudflare, Inc.
|
1.35% | $21,789,504.00 | 105,600 |
|
-
MONOLITHIC POWER SYSTEMS, INC.
|
1.32% | $21,320,325.00 | 19,500 |
|
-
indie Semiconductor, Inc.
|
1.29% | $20,930,000.00 | 6,500,000 |
|
-
Forgent Power Solutions, Inc.
|
1.25% | $20,234,058.30 | 691,290 |
|
-
INTUITIVE SURGICAL INC
|
1.17% | $18,948,993.95 | 41,105 |
|
-
Snowflake Inc.
|
1.11% | $17,962,662.00 | 119,100 |
|
-
COSTAR GROUP, INC.
|
1.11% | $17,900,068.20 | 443,730 |
|
-
AXON ENTERPRISE, INC.
|
1.05% | $16,945,131.00 | 39,900 |
|
-
Heartflow, Inc.
|
0.98% | $15,869,461.47 | 652,259 |
|
-
Hinge Health, Inc.
|
0.85% | $13,757,629.60 | 356,785 |
|
-
QUANTA SERVICES, INC.
|
0.85% | $13,725,500.00 | 25,000 |
|
-
GARTNER INC
|
0.81% | $13,124,327.58 | 82,887 |
|
-
On Holding AG
|
0.80% | $12,995,640.00 | 382,000 |
|
-
ServiceNow, Inc.
|
0.78% | $12,598,275.00 | 120,500 |
|
-
ASML HOLDING NV
|
0.77% | $12,415,802.00 | 9,400 |
|
-
LAM RESEARCH CORP
|
0.70% | $11,366,712.00 | 53,200 |
|
-
Rubrik, Inc.
|
0.67% | $10,797,885.00 | 220,500 |
|
-
Lumentum Holdings Inc.
|
0.65% | $10,541,400.00 | 15,000 |
|
-
Arista Networks, Inc.
|
0.63% | $10,202,649.66 | 83,097 |
|
-
SCHWAB CHARLES CORP
|
0.62% | $9,961,880.00 | 106,000 |
|
-
COHERENT CORP.
|
0.59% | $9,528,400.00 | 40,000 |
|
-
Zscaler, Inc.
|
0.51% | $8,206,965.00 | 58,500 |
|
-
BillionToOne, Inc.
|
0.43% | $6,931,168.82 | 87,803 |
|
-
Via Transportation, Inc.
|
0.33% | $5,258,655.00 | 350,577 |
|
-
WELLTOWER INC.
|
0.26% | $4,151,910.00 | 21,000 |
|
-
CrowdStrike Holdings, Inc.
|
0.24% | $3,904,100.00 | 10,000 |
|
-
Netskope Inc
|
0.15% | $2,361,391.62 | 278,138 |
|
-
FARMERS BUSINESS NETWORK INC
|
0.13% | $2,081,272.18 | 615,761 |
|
-
FARMERS BUSINESS NETWORK INC
|
0.04% | $684,728.52 | 37,254 |
|
-
FARMERS BUSINESS NETWORK COMMO
|
0.02% | $338,644.62 | 182,067 |
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