Baron Partners Fund cites FactSet’s 6.34% Q2 gain amid broader portfolio outperformance driven by growth-focused holdings.
FactSet Research Systems Inc. (FDS) climbed 6.34% in Q2 2026, contributing to Baron Partners Fund’s 16.61% quarterly gain. The fund outperformed the Russell Midcap Growth Index (14.55%) and Russell 3000 Index (15.44%) during the period.
The fund’s year-to-date return stands at 10.40%, surpassing the Russell Midcap Growth Index’s 7.27%. Its one-year return of 48.75% also exceeds the index’s 6.17% and the broader market’s 22.82%. Baron’s strategy targets companies with a median market cap of $20.9 billion, focusing on those expected to double in value within five to six years.
Baron Partners Fund holds 28 companies, with the top 10 positions accounting for 74.1% of total investments. The fund’s concentrated approach leverages proprietary research to identify sustainable growth opportunities.