This fund company was an early believer in Tesla — it's now making these bets

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OPINION: This fund beats its benchmark by around 24 percentage points annualized over the past five years. Here are some of its most interesting third-quarter stock moves, columnist mbrushstocks writes.

No, not earnings season. I’m talking about when my favorite fund managers reveal what they bought during the previous quarter — so I can find stock ideas for you and me.

Another tactic that sets Baron Capital apart is its willingness to go big on position size. While a lot of mutual funds cap positions at 1%-2% of their portfolios to manage risk, it’s not uncommon for Baron funds to have 4% positions, or larger. This makes it easier to understand what the firm really likes. The Baron Focused Growth Fund BFGFX, -2.91%, run by Ron Baron, has a spectacular 32.6% position in Tesla, or 248.9 million shares.

Umansky likes companies with lasting competitive advantages that are gaining market share. A cloud-computing company that fits the bill is ServiceNow NOW, -1.65%. He increased his stake by 7%, and it is a sizable 4.8% position. In the chip sector, he favors Nvidia NVDA, -4.46%, increasing his holding by 33%. It’s an outsized 3% position.

Health care and biotech stocks Neal Kaufman, who manages the Baron Health Care Retail Fund BHCFX, -2.12%, likes to look for “pick-and-shovel” plays in health care. They have predictable revenue because they offer equipment, chemicals and other products that help biotech companies research therapies. You can read more about his fund here.

 

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