Baron Select Funds. Holdings as of Jun 30, 2026, from Form N-PORT.
Share of net assets at the report date, for the whole fund across all share classes.
| Holding | Weight | Value | Shares or units |
|---|---|---|---|
| Welltower IncWELL | 5.94% | $136.30M | 600,513 |
| Equinix IncEQIX | 5.40% | $123.85M | 118,815 |
| Toll Brothers IncTOL | 5.11% | $117.24M | 711,600 |
| Macerich Co/TheMAC | 4.24% | $97.23M | 3,860,008 |
| Meritage Homes CorpMTH | 4.20% | $96.28M | 1,148,300 |
| Hyatt Hotels CorpH | 3.33% | $76.49M | 394,600 |
| Brookfield CorpBN | 3.16% | $72.53M | 1,703,000 |
| Prologis IncPLD | 3.11% | $71.29M | 526,250 |
| Hilton Worldwide Holdings IncHLT | 3.03% | $69.46M | 210,200 |
| CRH PLC | 2.88% | $66.05M | 617,300 |
| Blackstone Digital Infrastructure Trust IncBXDC | 2.87% | $65.73M | 3,038,673 |
| SiteOne Landscape Supply IncSITE | 2.79% | $64.02M | 559,535 |
| Public StoragePSA | 2.68% | $61.42M | 192,950 |
| CBRE Group IncCBRE | 2.60% | $59.57M | 442,298 |
| Airbnb IncABNB | 2.59% | $59.40M | 415,116 |
| Blackstone IncBX | 2.58% | $59.16M | 502,750 |
| Penn Entertainment IncPENN | 2.51% | $57.62M | 2,697,350 |
| Advanced Drainage Systems IncWMS | 2.35% | $53.95M | 343,700 |
| Fortune Brands Innovations IncFBIN | 2.23% | $51.12M | 931,150 |
| Caesars Entertainment IncCZR | 2.13% | $48.80M | 1,617,000 |
| Red Rock Resorts IncRRR | 2.04% | $46.89M | 720,649 |
| Home Depot Inc/TheHD | 2.02% | $46.43M | 131,650 |
| Jones Lang LaSalle IncJLL | 2.01% | $46.03M | 148,492 |
| PulteGroup IncPHM | 1.94% | $44.48M | 324,200 |
| Madison Air Solutions CorpMAIR | 1.92% | $44.06M | 1,129,771 |
| AAON IncAAON | 1.81% | $41.59M | 327,850 |
| Digital Realty Trust IncDLR | 1.76% | $40.33M | 224,601 |
| Iron Mountain IncIRM | 1.76% | $40.33M | 319,300 |
| Lowe's Cos IncLOW | 1.76% | $40.30M | 182,766 |
| KB HomeKBH | 1.61% | $36.86M | 588,900 |
| Rocket Cos IncRKT | 1.53% | $35.07M | 2,226,850 |
| Boyd Gaming CorpBYD | 1.46% | $33.57M | 380,050 |
| James Hardie Industries PLC | 1.37% | $31.43M | 1,200,473 |
| Simon Property Group IncSPG | 1.17% | $26.95M | 120,500 |
| Wynn Resorts LtdWYNN | 1.11% | $25.54M | 263,028 |
| Ventas IncVTR | 1.07% | $24.58M | 276,750 |
| GDS Holdings LtdGDS | 1.04% | $23.94M | 797,175 |
| Cushman & Wakefield Ltd | 0.89% | $20.51M | 1,531,700 |
| MGM Resorts InternationalMGM | 0.82% | $18.93M | 395,850 |
| Vulcan Materials CoVMC | 0.53% | $12.24M | 41,495 |
| Las Vegas Sands CorpLVS | 0.43% | $9.77M | 211,500 |
| Brookfield Asset Management LtdBAM | 0.20% | $4.52M | 100,710 |
| Blackstone Mortgage Trust IncBXMT | 0.10% | $2.31M | 136,533 |
| Procore Technologies IncPCOR | 0.09% | $2.10M | 51,723 |