Tracking Ron Baron's BAMCO Portfolio - Q4 2025 Update

AI Briefing

• – BAMCO takes a 6.6% stake in Tesla, increases holdings in MSCI and adds stake in Activision Blizzard.
• – Ron Baron's BAMCO sold stakes in General Electric and Microsoft, while maintaining positions in Chevron and 3M.
• – BAMCO focuses on growth strategy through value investing and long-term holding approach, with a focus on quality companies with strong fundamentals.