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Baron Health Care Fund增加SDMHF;退出SYK
2026-09-17 22:19
- Baron Health Care Fund (Institutional Shares) gained 11.99% in Q2 2026, outperforming the Russell 3000 Health Care Index, which gained 10.48%, but trailing the Russell 3000 Index's 15.44% gain.
- In Q2 2026, the fund initiated a new position in Sartorius Stedim Biotech (SDMHF) and reestablished positions in UnitedHealth Group (NYSE: UNH) and Elevance Health (NYSE: ELV).
- The fund exited Apogee Therapeutics (APGE), Terns Pharmaceuticals, and Stryker (NYSE: SYK).
- Source.
More on Baron Health Care Fund; Retail, UnitedHealth, etc.
- Baron Health Care Fund Q2 2026 Shareholder Letter
- UnitedHealth: Lagging, But An Upbeat 2026 Outlook Helps Clear The Path
- Stryker: Operational Issues Have Created An Opportunity
- Elevance leads UBS health benefits survey as employers brace for higher costs
- Dividend Roundup: Meta Platforms, Verizon, UnitedHealth Group, Coca-Cola, and more
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