FundWatcher
BDFFX
BARON DISCOVERY FUND
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FORGENT POWER SOLUTIONS INC 0 1,375,000 1,375,000 2.66% $40.25M
ENPRO INDUSTRIES INC 0 95,256 95,256 1.58% $23.88M
IRHYTHM TECHNOLOGIES INC 0 130,000 130,000 1.01% $15.34M
AXOGEN INC 0 385,310 385,310 0.84% $12.77M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
EXACT SCIENCES CORP 645,119 0 -645,119 0.00% -$65.52M
CLEARWATER ANALYTICS HOLDINGS INC 1,850,000 0 -1,850,000 0.00% -$44.62M
INTAPP INC 850,000 0 -850,000 0.00% -$38.95M
GITLAB INC-CL A 1,018,125 0 -1,018,125 0.00% -$38.21M
MASIMO CORP 267,000 0 -267,000 0.00% -$34.73M
JFROG LTD 410,000 0 -410,000 0.00% -$25.61M
ARCELLX INC 233,217 0 -233,217 0.00% -$15.21M
ATEGRITY SPECIALTY HOLDINGS LLC 550,000 0 -550,000 0.00% -$11.56M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
DYNATRACE INC 1,071,775 1,611,975 540,200 3.93% $13.16M
LOAR HOLDINGS INC 729,000 799,000 70,000 3.02% -$3.80M
GUIDEWIRE SOFTWARE INC 165,357 300,000 134,643 2.96% $11.63M
CAREDX INC 2,270,437 2,394,236 123,799 2.74% -$1.21M
WAYSTAR HOLDING CORP 1,005,000 1,650,000 645,000 2.63% $6.87M
HEARTFLOW INC 809,724 1,604,894 795,170 2.58% $15.44M
CASELLA WASTE SYS INC CL A 325,000 405,000 80,000 2.12% $302.20K
TEMPUS AI INC-A 297,139 639,474 342,335 1.91% $11.37M
STEPSTONE GROUP INC CLASS A 500,000 575,000 75,000 1.81% -$4.65M
STEVANATO GROUP SPA 1,281,429 1,681,429 400,000 1.53% -$2.66M
BILLIONTOONE INC 45,085 286,830 241,745 1.49% $18.95M
Brunello Cucinelli SpA 1,950,000 2,500,000 550,000 1.44% -$517.50K
GCI LIBERTY INC. - CL C 566,811 575,000 8,189 1.41% $304.71K
FLOOR & DECOR-A 350,000 380,000 30,000 1.27% -$2.01M
TWFG INC (CLASS A) 785,000 935,000 150,000 1.13% -$5.39M
ARCUTIS BIOTHERAPEUTICS INC 320,000 710,000 390,000 1.10% $7.43M
NETSKOPE INC-A 1,564,460 1,886,441 321,981 1.06% -$11.42M
ON HOLDING AG 350,000 425,000 75,000 0.95% -$1.81M
INSPIRE MEDICAL SYSTEMS INC 141,567 215,211 73,644 0.73% -$1.96M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
LIBERTY LIVE HOLDINGS INC C 700,000 665,000 -35,000 4.13% $4.37M
KARMAN HOLDINGS INC 517,345 361,845 -155,500 1.91% -$8.89M
MERCURY SYSTEMS INC 594,838 395,939 -198,899 1.91% -$14.56M
DRAFTKINGS INC 1,550,000 1,250,000 -300,000 1.78% -$26.39M
ALKAMI TECHNOLOGY INC 2,150,000 1,650,000 -500,000 1.71% -$23.74M
WINGSTOP INC 155,000 150,000 -5,000 1.53% -$13.72M
NOVA LTD 75,129 50,329 -24,800 1.44% -$2.81M
SENTINELONE INC 1,835,000 1,370,100 -464,900 1.16% -$9.88M
RBC BEARINGS INC 55,000 30,000 -25,000 1.08% -$8.37M
KRATOS DEFENSE and SEC SOLTN INC 342,158 174,558 -167,600 0.81% -$13.67M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ADV ENERGY INDS 191,980 191,980 0 4.09% $21.76M
SITEONE LANDSCAPE SUPPLY INC 300,000 300,000 0 2.64% $2.56M
ESTABLISHMENT LABS HOLDINGS INC 689,845 689,845 0 2.58% -$11.11M
WYNN RESORTS LTD 350,000 350,000 0 2.35% -$6.57M
NOVANTA INC 292,550 292,550 0 2.28% -$257.44K
TEXAS ROADHOUSE INC 205,000 205,000 0 2.23% -$176.30K
REPLIGEN CORP 273,653 273,653 0 2.13% -$12.60M
MONTROSE ENVIRONMENTAL GROUP INC 1,419,000 1,419,000 0 2.05% -$4.17M
BIRKENSTOCK HOLDING LTD 850,000 850,000 0 2.01% -$4.31M
PRIMO BRANDS CORP A 1,575,000 1,575,000 0 1.96% $3.91M
SITIME CORP 83,600 83,600 0 1.91% -$655.42K
PROCORE TECHNOLOGIES INC 500,000 500,000 0 1.88% -$7.87M
AAON INC 315,000 315,000 0 1.72% $2.05M
KINSALE CAPITAL GROUP INC 75,000 75,000 0 1.69% -$3.71M
BADGER METER INC 165,000 165,000 0 1.66% -$3.64M
SERVICETITAN INC-A 395,000 395,000 0 1.65% -$17.00M
VARONIS SYSTEMS INC 886,000 886,000 0 1.26% -$10.04M
INDIE SEMICONDUCTOR INC 5,252,665 5,252,665 0 1.12% -$1.63M
VERACYTE INC 468,790 468,790 0 1.00% -$4.64M
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A 185,000 185,000 0 0.95% -$2.09M
ENERPAC TOOL GROUP CORP CL A 375,000 375,000 0 0.90% -$663.75K
ARS PHARMACEUTICALS INC 1,074,609 1,074,609 0 0.57% -$3.89M

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