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Baron Opportunity Fund’s Q4 Letter Details Portfolio Shift: Adds Axon, Sells Trade Desk and Duolingo

The letter links the fund’s 2025 outperformance to secular growth investing alongside supportive economic conditions.

Constellation Brands Tops Q2 Estimates, Reaffirms Lowered FY26 Outlook

TSMC Extends AI Chip Lead Ahead of Oct. 16 Earnings