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巴伦持久优势基金加入LRCX;退出ZR和CSGP

2026-05-28 21:53

Baron Durable Advantage Fund underperformed the broader market in Q1 2026, falling 9.0% compared with a 4.3% decline in the S&P 500 Index.
The fund initiated a new position in Lam Research (NASDAQ:LRCX) during Q1 2026.
In Q1 2026, the fund fully exited its holdings in Danaher (NYSE:DHR) and CoStar Group (NASDAQ:CSGP).
Source.

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