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Baron Partners Fund Institutional Shares (BPTIX)

US Funds

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167.23 -13.00 -7.21%

04/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.6B

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BPTIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Baron Partners Institutional (BPTIX) fund. Our Baron Partners Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	94.77	94.77	0.00
Other	17.53	17.53	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	40.74	28.54
Price to Book	5.76	7.36
Price to Sales	5.50	4.85
Price to Cash Flow	39.35	19.18
Dividend Yield	0.52	0.68
5 Years Earnings Growth	9.23	13.76

Sector Allocation

Equities

Name	Net %	Category Average
Consumer Cyclical	61.87	14.68
Financial Services	17.98	9.64
Real Estate	7.84	1.41
Technology	6.22	39.81
Healthcare	3.43	10.63
Communication Services	1.99	12.79
Industrials	0.68	6.86

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 25

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Tesla	US88160R1014	46.39	239.43	-10.42%
Arch Capital	BMG0450A1053	7.23	87.83	-8.78%
Space Exploration Technologies Corp.	-	7.12	-	-
Hyatt	US4485791028	6.43	109.76	-4.76%
CoStar	US22160N1090	6.34	72.62	-4.89%
Space Exploration Technologies Corp.	-	5.07	-	-
Gartner	US3666511072	4.04	383.24	-5.36%
Charles Schwab	US8085131055	4.03	69.06	-7.76%
FactSet Research	US3030751057	3.89	416.19	-4.79%
Vail Resorts	US91879Q1094	3.36	145.25	-6.29%

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Growth Instl	4.43B	-0.99	2.62	9.84
Baron Emerging Markets Institutiona	3.4B	1.67	-0.74	3.03
Baron Partners Retail	2.86B	-11.61	5.09	19.30
Baron Small Cap Instl	2.7B	-1.15	5.75	9.91
Baron Asset Retail	2.1B	0.46	5.08	10.09

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