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Baron Asset Fund增加CBRS和EW;退出FICO和FND

2026-09-08 19:55

Baron Asset Fund’s Institutional Shares gained 18.98% in Q2 2026, outperforming the Russell Midcap Growth Index by 443 basis points and the Russell 3000 Index by 354 basis points.
The Fund initiated positions in Cerebras Systems (NASDAQ: CBRS) and Edwards Lifesciences (NYSE: EW).
In Q2 2026, the fund exited its positions in Fair Isaac (NYSE: FICO) and Floor & Decor Holdings (NYSE: FND).
Source.

More on Baron Asset Fund; Retail, Cerebras Systems Inc., etc.

Edwards Lifesciences: $20 Billion TAM And A Meaningful Opportunity To Compound
Cerebras Systems: AI Infrastructure Buildout Will Sustain The Strong Momentum
Baron Asset Fund Q2 2026 Shareholder Letter
Notable tech headlines for the week: Nvidia, Dell, Broadcom in focus
Fair Isaac slumps 17% on VantageScore directive

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