Baron Capital CEO Ron Baron joins CNBC Squawk Box live from the 30th Annual Baron Investment Conference to discuss SpaceX, reusable rockets, satellite internet, and investing in space.
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 - SpaceX
1:35 - Reusable Rockets, the Railroad to Space
2:58 - Satellite Internet
4:37 - Regulatory Risks
Learn more about Baron Capital, Ron Baron, and the annual investment conference at www.baronfunds.com
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Portfolio holdings as a percentage of net assets as of September 30, 2023 for securities mentioned are as follows: Tesla, Inc. - Baron Fifth Avenue Growth Fund (5.3%), Baron Focused Growth Fund (13.4%), Baron Global Advantage Fund (4.7%), Baron Opportunity Fund (6.5%), Baron Partners Fund (41.0%*), Baron Technology Fund (6.3%); GM Cruise Holdings LLC - Baron Fifth Avenue Growth Fund (0.7%), Baron Opportunity Fund (0.6%), Baron Global Advantage Fund (1.5%); Space Exploration Technologies Corporation - Baron Asset Fund (2.0%), Baron Opportunity Fund (2.4%), Baron Partners Fund (8.1%*), Baron Fifth Avenue Growth Fund (0.9%), Baron Focused Growth Fund (7.7%), Baron Global Advantage Fund (3.6%); Gartner, Inc. - Baron Asset Fund (9.1%), Baron Growth Fund (7.0%), Baron Small Cap Fund (5.5%), Baron Opportunity Fund (2.9%), Baron Partners Fund (3.2%*),Baron Technology Fund (2.1%); CoStar Group, Inc. - Baron Asset Fund (4.3%), Baron Growth Fund (5.3%), Baron Opportunity Fund (2.9%), Baron Partners Fund (7.6%*), Baron Focused Growth Fund (4.3%), Baron Real Estate Fund (4.4%), Baron FinTech Fund (1.5%), Baron Technology Fund (1.9%); FactSet Research Systems Inc. - Baron Asset Fund (3.7%), Baron Growth Fund (7.0%), Baron Partners Fund (4.3%*), Baron Focused Growth Fund (4.8%), Baron FinTech Fund (3.1%); MSCI Inc. - Baron Asset Fund (0.6%), Baron Growth Fund (10.4%), Baron Partners Fund (1.7%*), Baron Focused Growth Fund (4.0%), Baron Durable Advantage Fund (3.0%), Baron FinTech Fund (3.2%); Vail Resorts, Inc. - Baron Asset Fund (3.1%), Baron Growth Fund (6.0%), Baron Partners Fund (3.3%*), Baron Focused Growth Fund (4.5%), Baron Real Estate Fund (0.9%); IDEXX Laboratories, Inc. - Baron Asset Fund (6.5%), Baron Growth Fund (3.1%), Baron Small Cap Fund (0.6%), Baron Partners Fund (4.7%*), Baron Focused Growth Fund (1.3%), Baron Health Care Fund (1.5%); Kinsale Capital Group, Inc. - Baron Growth Fund (5.6%), Baron Small Cap Fund (4.7%), Baron Discovery Fund (4.9%), Baron FinTech Fund (2.1%); Arch Capital Group Ltd. - Baron Asset Fund (4.0%), Baron Growth Fund (9.7%), Baron Partners Fund (7.0%*), Baron Focused Growth Fund (6.3%), Baron International Growth Fund (2.4%), Baron Durable Advantage Fund (4.8%), Baron FinTech Fund (3.1%).
*% Long Positions
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).