FundWatcher
BSFIX
BARON SMALL CAP 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
ONCE UPON A FARM 0 1,500,000 1,500,000 0.91% $24.52M
VSE CORP 0 75,000 75,000 0.51% $13.83M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CLEARWATER ANALYTICS HOLDINGS INC 3,250,000 0 -3,250,000 0.00% -$78.39M
ODDITY TECH LTD A 1,125,000 0 -1,125,000 0.00% -$45.20M
TRADE DESK INC-A 500,000 0 -500,000 0.00% -$18.98M
INSPIRE MEDICAL SYSTEMS INC 150,000 0 -150,000 0.00% -$13.83M
REPAY HOLDINGS CORP 2,000,000 0 -2,000,000 0.00% -$7.30M
JANUS INTERNATIONAL GROUP INC 152,231 0 -152,231 0.00% -$995.59K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
PLANET FITNESS INC CL A 1,150,000 1,200,000 50,000 3.31% -$35.48M
BRIGHT HORIZONS FAMILY SOLUTIONS INC 775,000 850,000 75,000 2.59% -$8.77M
DRAFTKINGS INC 875,000 1,500,000 625,000 1.20% $2.28M
HINGE HEALTH INC 600,000 700,000 100,000 1.00% -$878.00K
ANDERSEN GROUP-A 499,966 900,000 400,034 0.91% $11.52M
EXPONENT INC 300,000 325,000 25,000 0.79% $368.25K
MIRION TECHNOLOGIES INC-A 650,000 750,000 100,000 0.52% -$1.28M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
VERTIV HOLDINGS CO 1,200,000 850,000 -350,000 7.91% $18.58M
RED ROCK RESORTS INC 3,000,000 2,550,000 -450,000 5.05% -$49.78M
SITEONE LANDSCAPE SUPPLY INC 1,000,000 975,000 -25,000 4.82% $5.22M
KINSALE CAPITAL GROUP INC 425,000 370,000 -55,000 4.69% -$39.81M
COGNEX CORP 1,900,000 1,740,000 -160,000 3.17% $16.88M
JOHN BEAN TECHNOLOGIES CORP 700,000 660,000 -40,000 3.13% -$21.07M
RBC BEARINGS INC 225,000 140,000 -85,000 2.82% -$24.86M
HOULIHAN LOKEY I 500,000 490,000 -10,000 2.61% -$16.72M
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 900,000 800,000 -100,000 2.53% -$20.64M
LEGENCE CORP-A 1,250,000 1,100,000 -150,000 2.31% $8.31M
GARTNER INC 425,000 375,000 -50,000 2.21% -$47.84M
BRP GROUP INC-A 3,000,000 2,700,000 -300,000 2.20% -$12.85M
DRIVEN BRANDS HOLDINGS INC 5,000,000 4,500,000 -500,000 2.11% -$17.36M
LIBERTY LIVE HOLDINGS INC C 650,000 600,000 -50,000 2.10% $2.41M
CHEESECAKE FACTORY INC 1,250,000 1,000,000 -250,000 2.03% -$8.35M
MADISON SQUARE GARDEN SPORTS CORP 200,000 165,000 -35,000 1.97% $1.30M
NOVANTA INC 425,000 400,000 -25,000 1.75% -$3.33M
NEOGEN CORP 5,500,000 5,000,000 -500,000 1.72% $8.00M
INSTALLED BUILDING PRODUCTS INC 315,000 175,000 -140,000 1.72% -$35.31M
ENPRO INDUSTRIES INC 200,000 180,000 -20,000 1.68% $2.29M
Icon Public Limited Company 507,000 400,000 -107,000 1.64% -$48.12M
INTAPP INC 1,700,000 1,675,000 -25,000 1.60% -$34.86M
ASGN INC 1,250,000 1,000,000 -250,000 1.44% -$21.50M
KARMAN HOLDINGS INC 850,000 445,000 -405,000 1.32% -$26.57M
KRATOS DEFENSE and SEC SOLTN INC 800,000 475,000 -325,000 1.24% -$27.24M
WASTE CONNECTIONS INC 200,000 190,000 -10,000 1.15% -$4.21M
AVIENT CORP 1,000,000 778,000 -222,000 1.05% -$3.00M
JFROG LTD 700,000 550,000 -150,000 0.96% -$17.91M
NCINO INC 1,600,000 1,550,000 -50,000 0.86% -$17.80M
FLOOR & DECOR-A 450,000 380,000 -70,000 0.72% -$8.10M
INDIE SEMICONDUCTOR INC 6,000,000 5,500,000 -500,000 0.66% -$3.47M
DEXCOM INC 250,000 225,000 -25,000 0.52% -$2.46M
PAR TECHNOLOGY CORP 950,000 900,000 -50,000 0.45% -$22.47M
METTLER-TOLEDO INTL INC 10,000 8,000 -2,000 0.37% -$3.85M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
GUIDEWIRE SOFTWARE INC 750,000 750,000 0 4.17% -$38.59M
TRANSDIGM GROUP INC 70,000 70,000 0 3.01% -$11.96M
HEALTHEQUITY INC 750,000 750,000 0 2.33% -$6.03M
FIRST ADVANTAGE CORP 3,750,000 3,750,000 0 1.64% -$10.39M
RADNET INC 750,000 750,000 0 1.56% -$11.60M
GCM GROSVENOR INC - CLASS A 2,200,000 2,200,000 0 0.80% -$3.34M
GRID DYNAMICS HOLDINGS INC 3,000,000 3,000,000 0 0.64% -$9.99M
NEPTUNE INSURANCE HOLDINGS INC 700,000 700,000 0 0.63% -$3.48M
Accelerant Holdings, Class A 1,200,000 1,200,000 0 0.60% -$3.59M
HOLLEY INC 3,250,000 3,250,000 0 0.37% -$3.44M

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.