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Baron Discovery Fund重组投资组合,新增和退出

2026-06-09 21:13

  • Baron Discovery Fund underperformed its benchmark in Q1 2026, falling 10.65% as compared to a 2.81% decline for the Russell 2000 Growth Index.
  • Among portfolio changes, the fund established new positions in Forgent Power Solutions (NYSE: FPS) and Enpro (NYSE: NPO).
  • Portfolio exits during Q1 2026 included Exact Sciences, Masimo (NASDAQ: MASI), Clearwater Analytics (NYSE: CWAN), Arcellx (ACLX) and GitLab (NASDAQ: GTLB).
  • Source.

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