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Baron Partners Fund Institutional Shares (BPTIX)

US Funds

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227.76 -6.47 -2.76%

27/12 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.7B

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BPTIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Baron Partners Institutional (BPTIX) fund. Our Baron Partners Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Stocks	101.65	101.65	0.00
Other	13.57	13.57	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	34.49	27.75
Price to Book	5.13	7.23
Price to Sales	4.79	4.70
Price to Cash Flow	33.07	19.07
Dividend Yield	0.59	0.70
5 Years Earnings Growth	10.93	16.11

Sector Allocation

Equities

Name	Net %	Category Average
Consumer Cyclical	52.32	13.63
Financial Services	22.22	9.30
Real Estate	9.72	1.48
Technology	7.66	40.67
Healthcare	5.12	11.43
Communication Services	2.10	11.98
Industrials	0.86	7.05

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 26

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Tesla	US88160R1014	38.46	431.66	-4.95%
Arch Capital	BMG0450A1053	11.08	92.34	-0.63%
CoStar	US22160N1090	8.43	72.22	-1.20%
Hyatt	US4485791028	7.78	158.46	-0.65%
Space Exploration Technologies Corp.	-	5.38	-	-
Gartner	US3666511072	5.28	486.96	-0.46%
IDEXX Labs	US45168D1046	5.19	414.93	-0.52%
FactSet Research	US3030751057	4.79	486.56	-1.03%
Charles Schwab	US8085131055	4.40	74.74	-0.41%
Vail Resorts	US91879Q1094	3.90	190.46	-0.37%

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Growth Instl	5.15B	11.23	1.17	11.02
Baron Emerging Markets Institutiona	3.49B	9.23	-4.01	2.70
Baron Small Cap Instl	3.01B	22.73	3.36	11.35
Baron Partners Retail	3B	19.14	-1.31	19.82
Baron Asset Retail	2.31B	15.96	1.48	10.85

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Baron Partners In.	227.76	-6.47	-2.76%