The Verdict
Ron Baron has returned +41.9% vs S&P +24.2% over matched windows (79% win rate across 19 picks).
The Report Card
Every pick at a glance. Green = beat S&P. Red = didn't.
Ron Baron's Stock Recommendations, Graded
- MSCI · BUY · Feb 17, 2026
MSCI Inc.
Return +6.0% vs S&P -5.0%
- PWR · BUY · Feb 13, 2026
Quanta Services, Inc.
Return +6.0% vs S&P -4.9%
- TSLA · BUY · Nov 14, 2025
Tesla
Return -9.0% vs S&P -3.5%
- LITE · BUY · Nov 12, 2025
Lumentum
Return +178.3% vs S&P -5.1%
Ron Baron's Best and Worst Stock Picks
Best: LITE (+178.3%) · Worst: IDXX (-19.1%).
Ron Baron's Full Track Record
| Action | Ticker | Date | Headline | Return | vs S&P |
|---|
| SELL | MS | | MS: Morgan Stanley — SELL Mar 2026Morgan Stanley downgrades Afya (AFYA) | ✗ Incorrect | -6.3% |
| BUY | MSCI | | MSCI: MSCI Inc. — BUY Feb 2026Baron Fund Backs MSCI While Weighing AI Risks And Valuation Potential | +6.0% | +11.0% |
| BUY | PWR | | PWR: Quanta Services, Inc. — BUY Feb 2026Baron Fund Backs Quanta Services Despite Premium Valuation And High Debt | +6.0% | +10.8% |
| SELL | TSLA | | TSLA: Tesla — SELL Feb 2026Baron Partners Fund Trimmed Tesla | ✓ Correct | +7.8% |
| BUY | TSLA | | TSLA: Tesla — BUY Nov 2025Ron Baron Says Tesla Could 5X And SpaceX 10X | -9.0% | -5.5% |
| BUY | LITE | | LITE: Lumentum — BUY Nov 2025Baron Technology Fund adds Lumentum | +178.3% | +183.4% |
| BUY | IDXX | | IDXX: IDEXX Laboratories, Inc. — BUY Nov 2025Here’s Why Baron Focused Growth Fund Invested in IDEXX Laboratories | -19.1% | -15.9% |
| BUY | UNH | | UNH: UnitedHealth — BUY Nov 2025Baron Health Care Fund Repurchased UnitedHealth Group Incorporated in Q3. | -17.4% | -12.4% |
| SELL | AAPL | | AAPL: Apple — SELL Aug 2025Baron Opportunity Fund Sold Its Stake in Apple | ✗ Incorrect | -8.1% |
| BUY | TSLA | | TSLA: Tesla — BUY Mar 2025Tesla Stock Could Soar 550% to $5 Trillion | +47.2% | +32.0% |
| BUY | TSLA | | TSLA: Tesla — BUY Nov 2024Ron Baron sees Tesla worth $5 trillion | +14.7% | +4.0% |
| BUY | TSLA | | TSLA: Tesla — BUY Nov 2023Investor Ron Baron says Tesla and SpaceX will rocket higher | +78.9% | +25.5% |
| BUY | TSLA | | TSLA: Tesla — BUY Sep 2023Billionaire Investor Ron Baron: Tesla Stock Could Quadruple in 7 Years | +34.1% | -12.2% |
| BUY | TSLA | | TSLA: Tesla — BUY Jun 2023Ron Baron says Tesla shares will hit $500 | +43.4% | -6.3% |
| BUY | TSLA | | TSLA: Tesla — BUY Feb 2023Ron Baron says Tesla could hit $1,500 | +87.0% | +30.7% |
| BUY | TSLA | | TSLA: Tesla — BUY Nov 2022Remains Bullish On Tesla | +92.3% | +22.6% |
| BUY | TSLA | | TSLA: Tesla — BUY Aug 2022sees 3-5x return on TSLA | +44.6% | -20.3% |
FAQ
Is Ron Baron good at picking stocks?
Ron Baron has 19 scored picks with 79% win rate and +17.7% vs S&P.
What stocks does Ron Baron recommend?
TSLA, AAPL, UNH, IDXX, LITE, PWR.
What date range does this track record cover?
Aug 25, 2022 to Mar 13, 2026.
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