巴伦机会基金增加了FRVO和CBRS;退出NOW和CSGP

2026-09-11 21:40

Baron Opportunity Fund gained 27.07% in Q2 2026, outperforming the Russell 3000 Growth Index's 17.05% gain and the S&P 500's 15.20% rise.
In Q2 2026, the fund initiated positions in Fervo Energy Company (NASDAQ: FRVO) and Cerebras Systems (NASDAQ: CBRS).
The fund completely exited its positions in ServiceNow (NYSE: NOW) and CoStar Group (NASDAQ: CSGP), redeploying capital from ServiceNow into other software and digital services investments.
Source.

More on Baron Opportunity Fund; Retail, Fervo Energy Company, etc.

Baron Opportunity Fund Q2 2026 Shareholder Letter
ServiceNow: The Agentic AI Frontier
ServiceNow, Inc. (NOW) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Baron Asset Fund adds CBRS and EW; exits FICO and FND
Insider trades: Nvidia, TSMC, and Johnson & Johnson among notable names