Baron Partners FundBPTRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$10.4B
Expense ratio
1.91%
1-year return
+41.3%
3 years, a year
+23.3%
5 years, a year
+12.5%
Holdings
29
What it aims to do.
The investment goal of Baron Partners Fund (the Fund) is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| TSLA Tesla Inc | 23.16% |
| JOBY Space Exploration Technologies | 15.81% |
| JOBY Space Exploration Technologies | 11.26% |
| JOBY Space Exploration Technologies | 6.69% |
| JOBY Arch Capital Group Ltd | 5.72% |
| MSCI MSCI Inc | 4.67% |
| H Hyatt Hotels Corp | 4.65% |
| SCHW Charles Schwab Corp/The | 4.41% |
| FDS FactSet Research Systems Inc | 3.93% |
| IT Gartner Inc | 3.63% |
More on BPTRX.
- BPTRX overview
- BPTRX holdings
- BPTRX risk
- BPTRX costs
- BPTRX money in and out
- BPTRX share classes
- Compare BPTRX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.