Ron Baron's position in Exact Sciences is currently worth $106M. That's 0.28% of their equity portfolio (73rd largest holding). The first Exact Sciences trade was made in Q2 2019. Since then Ron Baron bought shares six more times and sold shares on four occasions. The stake costed the investor $101M, netting the investor a gain of 4.4% so far.
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2024 investor letter. A copy of the same can be downloaded...