Baron Opportunity Fund Retail Shs
BIOPX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 767 Fifth Ave New York NY United States of America 10153
- IPO Date
- Feb 29, 2000
- CIK
- 0000810902
- Website
- baroncapitalgroup.com
- Similar Companies
- Business
- Baron Opportunity Fund Retail Shares (BIOPX) is an open-end mutual fund managed by Baron Capital Group, Inc., that seeks long-term capital appreciation by investing primarily in common stocks of U.S. high-growth companies of any market capitalization benefiting from innovation, technological advances, and pioneering products or services; the portfolio emphasizes secular trends in areas such as semiconductors, systems software, interactive media, broadline retail, application software, automobile manufacturing, aerospace and defense, movies and entertainment, transaction processing, pharmaceuticals, biotechnology, internet infrastructure, life sciences tools, real estate services, and IT consulting. Top holdings as of late 2025 include NVIDIA Corporation (semiconductors and AI computing), Broadcom Inc. (semiconductors and infrastructure software), Microsoft Corporation (cloud computing and AI software), Amazon.com, Inc. (e-commerce and AWS cloud services), Tesla, Inc. (electric vehicles, energy storage, and autonomy), Space Exploration Technologies Corp. (rockets, satellites, and Starlink broadband), Spotify Technology S.A. (music streaming), Meta Platforms, Inc. (social media and advertising), Eli Lilly and Company (GLP-1 drugs for diabetes and obesity), and X.AI Holdings Corp. (AI models); the fund maintains a diversified portfolio across approximately 48 issuers with heavy weighting in information technology (48.5%), consumer discretionary (14.3%), health care (12.3%), and communication services (10.9%), net assets of $1.76 billion, an expense ratio of 1.31%, and a three-year average turnover of 28.78%. Launched on February 29, 2000, and domiciled in the United States, the fund is available to U.S. investors with a minimum initial investment of $2,000 and is managed by Michael Lippert since March 2006 from Baron Capital's headquarters in New York. In recent portfolio activity during 2025, the fund initiated or added positions in Eli Lilly and Company, Exact Sciences Corporation (colorectal cancer screening), The Trade Desk (advertising technology), DraftKings Inc. (online sports betting), Hinge Health, Inc. (digital musculoskeletal care), Snowflake Inc., and Atlassian Corporation Plc while selling Arista Networks, Inc. and Vertiv Holdings Co. for tax purposes and trimming Duolingo, Inc.; these changes reflect a focus on resilient growth in health care, software, and digital services amid AI and macroeconomic shifts. Baron Capital Group, the fund's investment adviser founded in 1982, expanded its offerings in December 2025 by launching five actively managed ETFs—Baron First Principles ETF (RONB), Baron Global Durable Advantage ETF (BCGD), Baron SMID Cap ETF (BCSM), Baron Financials ETF (BCFN), and Baron Technology ETF (BCTK)—building on its growth equity strategies while maintaining strong performance, with BIOPX delivering year-to-date returns of 18.96% as of December 2025.