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Baron Fifth Avenue Growth Fund收购UTE;退出GTSB、MBLY

2025-11-18 01:35

Baron Fifth Avenue Growth Fund underperformed with a return of 5.7% in Q3 2025 as compared to 10.5% for the Russell 1000 Growth Index and 8.1% for the S&P 500 Index.
In Q3 2025, the fund initiated a new position in Figma (NYSE:FIG).
During the quarter the fund exited GitLab (NASDAQ:GTLB) and Mobileye (NASDAQ:MBLY).
Source.

More on Figma, Inc., GitLab, etc.

GitLab: AI Is A Catalyst, Not A Threat
Figma: Good Update, But Valuation Too Excessive
Figma Q3 Earnings: Shareholders Diluted By Massive 13x
Figma raises Q4 revenue guidance to $292M-$294M amid AI-driven product momentum
Figma edges up as Q3 revenue jumps 38%, increases full-year guidance

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