Alphabet、ASML是巴伦机会基金第一季度新增成员之一;微软退出

2026-05-29 20:58

Baron Opportunity Fund declined in the first quarter but outperformed its benchmark, the Russell 3000 Growth Index.
In the first quarter, the fund initiated a position in Alphabet (GOOG) (GOOGL), Forgent Power Solutions (FPS), ASML Holding N.V. (ASML), Lam Research Corporation (LRCX), and Rubrik (RBRK).
Additionally, it exited investments in Microsoft (MSFT), Arcellx (ACLX), and Nova (NVMI).
It also sold its position in Atlassian (TEAM) to help fund the upgrade of its software portfolio, and sold LPL Financial Holdings (LPLA) to redeploy the proceeds into The Charles Schwab Corporation (SCHW).

More on Baron Opportunity Fund;Retail, Lam Research, etc.