Baron Opportunity Fund Q3 2025 Portfolio Update

10:06am, Tuesday, 18'th Nov 2025
This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter po
Devolutions announced the launch of its Model Context Protocol server – a secure automation layer that connects AI assistants with Remote Desktop Manager.
Birmingham Capital Management Co. Inc. AL trimmed its holdings in Microsoft Corporation (NASDAQ: MSFT) by 44.9% in the second quarter, according to the company in its most recent Form 13F filing with
BKM Wealth Management LLC lowered its position in Microsoft Corporation (NASDAQ: MSFT) by 6.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Comm
AUSTIN, Texas--(BUSINESS WIRE)--NinjaOne®, the automated endpoint management platform, today announced a collaboration with Microsoft to integrate NinjaOne's remote monitoring and management (RMM) in
NEW YORK--(BUSINESS WIRE)--Qure.ai, a TIME100 most influential company and global leader in digital healthcare, today announced its collaboration with Microsoft. Qure.ai will onboard its end-to-end lu
PALO ALTO, Calif.--(BUSINESS WIRE)--Atropos Health, a pioneer in translating real-world clinical data into personalized real-world evidence (RWE) and insights, today announced the Atropos Evidence™
AUSTIN, Texas--(BUSINESS WIRE)--NinjaOne®, the automated endpoint management platform, today announced an integration with Microsoft Intune that streamlines the ingestion of Intune device data into N
SAN FRANCISCO--(BUSINESS WIRE)--BitTitan, a global leader in cloud migration automation, today announced a new partnership with PowerSyncPro and two new solutions: Directory Sync and Migration Agent,
Investors can now access 4–7% from top-quality REITs, 3.5%+ from dividend ETFs, and 6%+ from midstream infrastructure — without taking on excessive risk. While the S&P 500 is up ~110% since 2020,
Microsoft remains a top pick for AI exposure, with strong enterprise positioning and a diverse business model supporting long-term growth. MSFT's latest earnings showed impressive revenue and EPS beat
Big tech's historic spending spree on AI infrastructure is creating opportunities across the entire technology stack.
The futures are trading lower for the fourth straight day as we start the week, following deep selling on Monday, especially in some of the big technology names, such as NVIDIA Corp.
Amazon and Microsoft cloud services could face stricter EU competition rules as Brussels probes their market power, the bloc's tech chief said Tuesday.
Protiviti is honored by Microsoft for outstanding achievement and innovation MENLO PARK, Calif. , Nov. 18, 2025 /PRNewswire/ -- Global consulting firm Protiviti has been selected for the AI Business S
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