巴伦全球机会基金加入GOOG、CBRS;退出PDD、WIX

2026-09-17 21:59

Baron Global Opportunity Fund (Institutional Shares) outperformed with a return of 26.7% in Q2 2026, compared with 14.9% for the MSCI ACWI Index and 19.8% for the MSCI ACWI Growth Index.
The fund initiated five positions during the quarter in Alphabet (NASDAQ: GOOG), Samsung Electronics (SSNLF), Cerebras Systems (NASDAQ: CBRS), DPC Holdings (NYSE: DPC), and Innio (NASDAQ: INIO).
During Q2 2026, the fund completely exited PDD Holdings (NASDAQ: PDD), Wix.com (NASDAQ: WIX), Viking Therapeutics (NASDAQ: VKTX), and Fiverr International (NYSE: FVRR).
The fund expects continued market volatility but remains focused on high-quality companies with long-term growth prospects and attractive valuations.
Source.

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